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iShares US Financials ETF
IYF

Overview Fund Activity

249 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 187 increasing their positions, 10 reducing their positions, and 21 closing their positions.

Holders
249
Holders Change
+26
Holders Change %
+11.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
187
Reduced
10
Closed
21
Calls
$734K
Puts
–
Net Calls
+$734K
Net Calls Change
+$1.13M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$172M
2
Morgan Stanley
2
Morgan Stanley
New York
$78.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$51.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$23.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$33.6M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
FPGK
2
Financial Partners Group (Kansas)
Kansas
$0
3
5L
3
55I LLC
Massachusetts
$230K
4
DFG
4
Demars Financial Group
Washington
$0
5
B
5
Barings
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
101
Charter Oak Capital Management
New Hampshire
$544K 8,148 +8,148 New
MA
102
Mutual Advisors
Nebraska
$529K 7,919 +3,776 +91%
RFWA
103
RPg Family Wealth Advisory
Massachusetts
$520K 7,788 +3,895 +100%
AAS
104
Avantax Advisory Services
Texas
$520K 7,767 -3,677 -32%
AA
105
Ancora Advisors
Ohio
$512K 7,675 +3,842 +100%
KTA
106
Keeley-Teton Advisors
Illinois
$508K 7,611 +3,574 +89%
GCP
107
Gill Capital Partners
Colorado
$499K 7,488 +3,584 +92%
AWM
108
AE Wealth Management
Kansas
$491K 7,351 +4,227 +135%
William Blair & Company
109
William Blair & Company
Illinois
$484K 7,254 +929 +15%
AIM
110
Acropolis Investment Management
Missouri
$474K 7,102 +3,551 +100%
AHC
111
Adell Harriman & Carpenter
Texas
$471K 7,054 +2,558 +57%
FCFC
112
First Commonwealth Financial Corp
Pennsylvania
$467K 7,000 +3,500 +100%
GCM
113
Gables Capital Management
Florida
$458K 6,860 +3,430 +100%
EDRH
114
Edmond de Rothschild Holding
Switzerland
$454K 6,800 +3,400 +100%
Lido Advisors
115
Lido Advisors
California
$434K 6,512 +3,011 +86%
LNC
116
Lincoln National Corp
Pennsylvania
$421K 6,302 +3,095 +97%
IWM
117
IHT Wealth Management
Illinois
$416K 6,234 +2,853 +84%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$407K 6,092 +2,941 +93%
GPA
119
Garrison Point Advisors
California
$407K 6,100 +3,060 +101%
NA
120
NewEdge Advisors
Louisiana
$404K 6,052 +2,270 +60%
GT
121
Glenmede Trust
Pennsylvania
$395K 5,932 +2,966 +100%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$392K 5,874 +2,466 +72%
PFM
123
Parsec Financial Management
North Carolina
$388K 5,816 +3,008 +107%
RIA
124
Realta Investment Advisors
Delaware
$382K 5,724 +1,783 +45%
RF
125
Rollins Financial
Georgia
$361K 5,405 +5,405 New
3 4
5
6 7