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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$44M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$34.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.8M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$23.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$70.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$62.3M
4
Goldman Sachs
Goldman Sachs
New York
-$28.5M
5
MWM
MinichMacGregor Wealth Management
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
76
Colony Family Offices
North Carolina
$3.11M – – –
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$3.06M +$2.84M +23,434 +1,248%
SG
78
Somerset Group
Minnesota
$2.99M +$96.2K +795 +3%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$2.99M -$106K -876 -3%
Renaissance Technologies
80
Renaissance Technologies
New York
$2.89M +$2.89M +23,900 New
GWM
81
Geneos Wealth Management
Colorado
$2.84M -$2.84M -23,461 -50%
UW
82
Unique Wealth
Florida
$2.79M +$2.79M +23,099 New
CI
83
CX Institutional
Indiana
$2.65M -$3.05M -25,170 -53%
BWP
84
Balboa Wealth Partners
Arizona
$2.62M +$2.62M +21,678 New
AI
85
Atria Investments
North Carolina
$2.5M +$644K +5,325 +35%
WIP
86
WealthCare Investment Partners
Rhode Island
$2.5M +$28.5K +232 +1%
MA
87
Mutual Advisors
Nebraska
$2.42M -$99.2K -797 -4%
KA
88
Kovack Advisors
Florida
$2.39M +$4.84K +40 +0.2%
CCA
89
Cadent Capital Advisors
Oklahoma
$2.35M +$2.35M +19,438 New
HNB
90
Huntington National Bank
Ohio
$2.34M -$1.64M – –
AR
91
Apeiron RIA
Texas
$2.19M +$216K +1,784 +11%
SWM
92
Spire Wealth Management
Virginia
$2.11M +$82.9K +685 +4%
FFS
93
Founders Financial Securities
Maryland
$2.1M -$87.8K -726 -4%
MML Investors Services
94
MML Investors Services
Massachusetts
$2.08M -$269K -2,226 -11%
DC
95
Davenport & Co
Virginia
$2.06M -$36.7K -303 -2%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$2.03M -$13.3K -110 -0.7%
AWM
97
Avior Wealth Management
Nebraska
$2.03M +$67K +554 +3%
JWCA
98
J.W. Cole Advisors
Florida
$2.01M +$1.36M +11,226 +209%
AFC
99
AFT Forsyth & Company
Florida
$2M -$1.82K -15 -0.1%
KCM
100
Kennicott Capital Management
California
$1.99M +$1.99M +16,428 New
2 3
4
5 6