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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$1.78M 18,622 +219 +1%
FFS
77
Founders Financial Securities
Maryland
$1.76M 18,425 +71 +0.4%
Mariner
78
Mariner
Kansas
$1.73M 18,118 -573 -3%
MIA
79
MMBG Investment Advisors
Florida
$1.68M 17,600 – –
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$1.64M 17,138 +1,246 +8%
HAM
81
Harmony Asset Management
Arizona
$1.63M 17,082 +5,063 +42%
AFC
82
AFT Forsyth & Company
Florida
$1.63M 17,030 -55 -0.3%
NF
83
Nikulski Financial
Iowa
$1.54M 16,054 +3,562 +29%
CC
84
Callan Capital
California
$1.52M 15,872 -46 -0.3%
CA
85
Cetera Advisors
Colorado
$1.51M 15,762 +10,528 +201%
MML Investors Services
86
MML Investors Services
Massachusetts
$1.5M 15,697 +1,061 +7%
RSWM
87
Robertson Stephens Wealth Management
California
$1.44M 15,014 +15,014 New
Creative Planning
88
Creative Planning
Kansas
$1.43M 15,002 -843 -5%
HNB
89
Huntington National Bank
Ohio
– – – –
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$1.41M 14,776 +10,288 +229%
SPC
91
Sigma Planning Corp
Michigan
$1.4M 14,634 +4,896 +50%
Millennium Management
92
Millennium Management
New York
$1.4M 14,596 -1,239 -8%
FTUS
93
Flow Traders U.S.
New York
$1.35M 14,092 +14,092 New
JWCA
94
J.W. Cole Advisors
Florida
$1.32M 13,863 +1,029 +8%
AWM
95
Avior Wealth Management
Nebraska
$1.23M 12,837 +12,837 New
MCM
96
MAI Capital Management
Ohio
$1.21M 12,668 -773 -6%
EL
97
Essex LLC
Illinois
$1.21M 12,624 -630 -5%
SAM
98
Smartleaf Asset Management
Massachusetts
$1.17M 12,302 -4,396 -26%
KIA
99
KCM Investment Advisors
California
$1.15M 12,050 +14 +0.1%
CCFM
100
Clear Creek Financial Management
Washington
$1.15M 12,037 +1,507 +14%
2 3
4
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