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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DI
101
DAGCO Inc
Ohio
$623K 8,904 -100 -1%
MCM
102
Magnolia Capital Management
New York
$619K 8,845 – –
CA
103
Cetera Advisors
Colorado
$609K 8,698 +3,274 +60%
SFPG
104
Stonebridge Financial Planning Group
Florida
$602K 8,608 -1,459 -14%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$597K 8,532 +820 +11%
IWC
106
Integrated Wealth Concepts
Massachusetts
$595K 8,497 -5,273 -38%
EWA
107
EP Wealth Advisors
California
$592K 8,459 +6,780 +404%
LNC
108
Lincoln National Corp
Pennsylvania
$590K 8,426 +1,038 +14%
Citadel Advisors
109
Citadel Advisors
Florida
$563K 8,041 -7,571 -48%
BPA
110
Beacon Pointe Advisors
California
$557K 7,930 -95 -1%
AA
111
Ancora Advisors
Ohio
$548K 7,839 +10 +0.1%
WMP
112
Wealth Management Partners
Arizona
$545K 8,000 – –
GT
113
Glenview Trust
Kentucky
$533K 7,604 -2,292 -23%
CWM
114
Concentrum Wealth Management
California
$517K 7,387 -698 -9%
SB
115
Simmons Bank
Arkansas
$512K 7,310 -425 -5%
KTA
116
Keeley-Teton Advisors
Illinois
$509K 7,268 +8 +0.1%
MA
117
Mutual Advisors
Nebraska
$507K 7,250 -5,013 -41%
CL
118
CPWM LLC
Washington
$506K 7,224 +3,536 +96%
FPGK
119
Financial Partners Group (Kansas)
Kansas
$505K 7,212 -1,227 -15%
Nomura Asset Management
120
Nomura Asset Management
Japan
$504K 5,705 – –
AIM
121
Acropolis Investment Management
Missouri
$497K 7,102 – –
GPA
122
Garrison Point Advisors
California
$497K 7,095 +67 +1%
GCP
123
Gill Capital Partners
Colorado
$490K 5,798 – –
CPIG
124
Chicago Partners Investment Group
Illinois
$483K 6,441 -131 -2%
SAM
125
Secure Asset Management
Michigan
$468K 6,685 -117 -2%
3 4
5
6 7