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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
KWA
3
Kellett Wealth Advisors
Ohio
$10.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
5
GWM
5
GDS Wealth Management
Texas
$9.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
101
Comerica Securities
Michigan
$1.01M 11,642 +1,640 +16%
VWA
102
Visionary Wealth Advisors
Illinois
$1M 11,580 +11,580 New
ECML
103
Eagle Capital Management (Louisiana)
Louisiana
$945K 10,906 -345 -3%
GT
104
Glenview Trust
Kentucky
$938K 10,815 -1,352 -11%
WP
105
WealthSource Partners
California
$932K 10,750 +2,533 +31%
NWA
106
Navis Wealth Advisors
New York
$928K 10,703 +81 +0.8%
GPFA
107
Game Plan Financial Advisors
Ohio
$927K 10,695 +3,315 +45%
MGIA
108
Matthew Goff Investment Advisor
Texas
$915K 10,558 – –
SWP
109
Stratos Wealth Partners
Ohio
$876K 10,101 -2 -0%
SI
110
Stephens Inc
Arkansas
$870K 10,041 -2,700 -21%
Northern Trust
111
Northern Trust
Illinois
$849K 9,792 +7,184 +275%
RF
112
Rollins Financial
Georgia
$846K 9,755 +9,755 New
SFPG
113
Stonebridge Financial Planning Group
Florida
$837K 9,794 +1,310 +15%
BIA
114
Bigelow Investment Advisors
Maine
$835K 9,630 – –
VAFP
115
Vahanian & Associates Financial Planning
New York
$823K 9,488 +9,488 New
APA
116
American Portfolios Advisors
New York
$802K 9,247 -204 -2%
SEIA
117
Signature Estate & Investment Advisors
California
$782K 9,022 +9,022 New
TA
118
TrueWealth Advisors
Alabama
$779K 8,992 -814 -8%
DI
119
DAGCO Inc
Ohio
$778K 8,973 -425 -5%
AA
120
Advisory Alpha
Michigan
$776K 8,950 +8,950 New
GC
121
Grimes & Company
Massachusetts
$772K 8,900 – –
WIP
122
WealthCare Investment Partners
Rhode Island
$768K 8,856 +8,856 New
MCM
123
Magnolia Capital Management
New York
$767K 8,845 +175 +2%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$735K 8,132 +8,132 New
AFP
125
Ausdal Financial Partners
Iowa
$731K 8,431 +7 +0.1%
3 4
5
6 7