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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
101
Virtue Capital Management
Tennessee
$957K 11,327 -5,585 -33%
NWA
102
Navis Wealth Advisors
New York
$908K 10,746 +43 +0.4%
TRCT
103
Tower Research Capital (TRC)
New York
$908K 10,736 +10,622 +9,318%
MGIA
104
Matthew Goff Investment Advisor
Texas
$892K 10,558 – –
SWP
105
Stratos Wealth Partners
Ohio
$853K 10,092 -9 -0.1%
SFPG
106
Stonebridge Financial Planning Group
Florida
$851K 10,067 +273 +3%
GT
107
Glenview Trust
Kentucky
$836K 9,896 -919 -8%
EDRH
108
Edmond de Rothschild Holding
Switzerland
$822K 9,719 -3,220 -25%
BIA
109
Bigelow Investment Advisors
Maine
$814K 9,630 – –
BlackRock
110
BlackRock
New York
$811K 9,593 +9,593 New
TA
111
TrueWealth Advisors
Alabama
$779K 8,992 – –
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$779K 9,210 +1,975 +27%
MCM
113
Magnolia Capital Management
New York
$748K 8,845 – –
DI
114
DAGCO Inc
Ohio
$744K 9,004 +31 +0.3%
GC
115
Grimes & Company
Massachusetts
$743K 8,787 -113 -1%
RFWA
116
RPg Family Wealth Advisory
Massachusetts
$727K 8,597 +1,499 +21%
WP
117
WealthSource Partners
California
$726K 8,584 -2,166 -20%
FPGK
118
Financial Partners Group (Kansas)
Kansas
$713K 8,439 +1,260 +18%
AFP
119
Ausdal Financial Partners
Iowa
$710K 8,400 -31 -0.4%
COCM
120
Charter Oak Capital Management
New Hampshire
$709K 8,388 +283 +3%
CWM
121
Concentrum Wealth Management
California
$683K 8,085 +82 +1%
BPA
122
Beacon Pointe Advisors
California
$678K 8,025 +5,633 +235%
AA
123
Ancora Advisors
Ohio
$661K 7,829 +9 +0.1%
CCA
124
Cadent Capital Advisors
Oklahoma
$659K 7,800 +160 +2%
WMP
125
Wealth Management Partners
Arizona
$658K 8,000 +2,000 +33%
3 4
5
6 7