IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
CG
3
Colony Group
Massachusetts
$7.27M
4
BCM
4
Brookstone Capital Management
Illinois
$3.66M
5
NMG
5
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$871K 11,536 +11,536 New
VWA
102
Visionary Wealth Advisors
Illinois
$858K 11,365 – –
Truist Financial
103
Truist Financial
North Carolina
$857K 11,353 -1,625 -13%
Mariner
104
Mariner
Kansas
$846K 11,215 +11,215 New
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$833K 11,033 +3,196 +41%
NWA
106
Navis Wealth Advisors
New York
$823K 10,905 +114 +1%
SFPG
107
Stonebridge Financial Planning Group
Florida
$804K 10,659 +2,065 +24%
MGIA
108
Matthew Goff Investment Advisor
Texas
$797K 10,558 – –
LWM
109
Laidlaw Wealth Management
New York
$780K 10,337 +4,578 +79%
LNC
110
Lincoln National Corp
Pennsylvania
$774K 10,254 +2,441 +31%
N
111
Natixis
France
$754K 9,993 +9,993 New
MA
112
Mutual Advisors
Nebraska
$744K 9,859 +2,130 +28%
SI
113
Stephens Inc
Arkansas
$743K 9,839 -397 -4%
HSBC Holdings
114
HSBC Holdings
United Kingdom
– – – –
Renaissance Technologies
115
Renaissance Technologies
New York
$725K 9,600 +9,600 New
BIA
116
Bigelow Investment Advisors
Maine
$697K 9,230 – –
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$675K 8,940 +155 +2%
HA
118
HFG Advisors
Ohio
$673K 8,916 +2,534 +40%
MCM
119
Magnolia Capital Management
New York
$668K 8,845 – –
CA
120
Cetera Advisors
Colorado
$650K 8,613 -142 -2%
BPA
121
Beacon Pointe Advisors
California
$625K 8,286 +356 +4%
DI
122
DAGCO Inc
Ohio
$620K 8,220 -634 -7%
WMA
123
Wealth Management Associates
New Jersey
$619K 8,206 +266 +3%
PAG
124
Private Advisor Group
New Jersey
$609K 33,114 +7,337 +28%
JIC
125
Joel Isaacson & Co
New York
$609K 8,073 +8,073 New
3 4
5
6 7