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iShares US Financials ETF
IYF

Overview Fund Activity

296 hedge funds and large institutions have $1.13B invested in iShares US Financials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
296
Holders Change
+23
Holders Change %
+8.42%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
105
Reduced
64
Closed
15
Calls
$6.21M
Puts
–
Net Calls
+$6.21M
Net Calls Change
+$4.11M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$63.5M
2
Bank of America
2
Bank of America
North Carolina
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$132M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$21.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.02M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.18M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TA
101
TrueWealth Advisors
Alabama
$875K 10,798 -28,093 -72%
NWA
102
Navis Wealth Advisors
New York
$861K 10,622 +64 +0.6%
MGIA
103
Matthew Goff Investment Advisor
Texas
$856K 10,558 – –
CF
104
Centaurus Financial
California
$848K 10,467 +7,672 +274%
CS
105
Comerica Securities
Michigan
$838K 10,343 +3,360 +48%
JWCA
106
J.W. Cole Advisors
Florida
$834K 10,292 +2,183 +27%
EDRH
107
Edmond de Rothschild Holding
Switzerland
$788K 9,719 – –
BIA
108
Bigelow Investment Advisors
Maine
$781K 9,630 – –
APA
109
American Portfolios Advisors
New York
$773K 9,531 +17 +0.2%
DI
110
DAGCO Inc
Ohio
$758K 9,354 +34 +0.4%
GC
111
Grimes & Company
Massachusetts
$721K 8,900 – –
WP
112
WealthSource Partners
California
$713K 8,802 -172 -2%
AFP
113
Ausdal Financial Partners
Iowa
$695K 8,570 +8,570 New
SFPG
114
Stonebridge Financial Planning Group
Florida
$693K 8,392 +175 +2%
COCM
115
Charter Oak Capital Management
New Hampshire
$682K 8,420 -305 -3%
SB
116
Simmons Bank
Arkansas
$668K 8,235 -25 -0.3%
SWP
117
Stratos Wealth Partners
Ohio
$657K 8,105 +288 +4%
CCA
118
Cadent Capital Advisors
Oklahoma
$656K 8,090 -240 -3%
CAN
119
Cetera Advisor Networks
California
$652K 8,044 +8,044 New
RF
120
Rollins Financial
Georgia
$627K 7,730 +2,325 +43%
AA
121
Ancora Advisors
Ohio
$623K 7,688 +5 +0.1%
RFWA
122
RPg Family Wealth Advisory
Massachusetts
$620K 7,654 +7,654 New
GIA
123
Goodwin Investment Advisory
Georgia
$616K 7,602 +7,602 New
GCP
124
Gill Capital Partners
Colorado
$607K 7,488 – –
Renaissance Technologies
125
Renaissance Technologies
New York
$584K 7,200 -11,700 -62%
3 4
5
6 7