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iShares US Financials ETF
IYF

Overview Fund Activity

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$20.8M
2
Wells Fargo
2
Wells Fargo
California
$48.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$53.1M
4
PFS
4
Prospera Financial Services
Texas
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$102K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$834K 10,103 +1,998 +25%
CS
102
Comerica Securities
Michigan
$826K 10,002 -341 -3%
TA
103
TrueWealth Advisors
Alabama
$809K 9,806 -992 -9%
EDRH
104
Edmond de Rothschild Holding
Switzerland
$802K 9,719 – –
BIA
105
Bigelow Investment Advisors
Maine
$795K 9,630 – –
APA
106
American Portfolios Advisors
New York
$780K 9,451 -80 -0.8%
DI
107
DAGCO Inc
Ohio
$776K 9,398 +44 +0.5%
SFPG
108
Stonebridge Financial Planning Group
Florida
$766K 8,484 +92 +1%
GC
109
Grimes & Company
Massachusetts
$735K 8,900 – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$726K 8,797 +8,197 +1,366%
MCM
111
Magnolia Capital Management
New York
$716K 8,670 -3,280 -27%
AFP
112
Ausdal Financial Partners
Iowa
$695K 8,424 -146 -2%
SB
113
Simmons Bank
Arkansas
$680K 8,235 – –
WP
114
WealthSource Partners
California
$678K 8,217 -585 -7%
COCM
115
Charter Oak Capital Management
New Hampshire
$678K 8,210 -210 -2%
Bessemer Group
116
Bessemer Group
New Jersey
$673K 8,152 +7,980 +4,640%
AAS
117
Avantax Advisory Services
Texas
$666K 8,058 +955 +13%
AA
118
Ancora Advisors
Ohio
$645K 7,812 +124 +2%
RFWA
119
RPg Family Wealth Advisory
Massachusetts
$644K 7,803 +149 +2%
GIA
120
Goodwin Investment Advisory
Georgia
$635K 7,721 +119 +2%
CCA
121
Cadent Capital Advisors
Oklahoma
$631K 7,640 -450 -6%
GCP
122
Gill Capital Partners
Colorado
$618K 7,488 – –
GPFA
123
Game Plan Financial Advisors
Ohio
$609K 7,380 +7,380 New
OPWM
124
Oxinas Partners Wealth Management
Indiana
$604K 7,320 +7,320 New
Prudential Financial
125
Prudential Financial
New Jersey
$602K 7,258 +3,666 +102%
3 4
5
6 7