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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HA
101
HFG Advisors
Ohio
$634K 8,916 – –
JIC
102
Joel Isaacson & Co
New York
$633K 8,895 +822 +10%
MCM
103
Magnolia Capital Management
New York
$629K 8,845 – –
LWM
104
Laidlaw Wealth Management
New York
$613K 8,613 -1,724 -17%
BRWA
105
B. Riley Wealth Advisors
Florida
$584K 8,215 -10,370 -56%
WMA
106
Wealth Management Associates
New Jersey
$578K 8,127 -79 -1%
Truist Financial
107
Truist Financial
North Carolina
$566K 7,962 -3,391 -30%
COCM
108
Charter Oak Capital Management
New Hampshire
$566K 7,959 +2,228 +39%
BPA
109
Beacon Pointe Advisors
California
$562K 7,902 -384 -5%
AA
110
Ancora Advisors
Ohio
$560K 7,876 +12 +0.2%
SI
111
Stephens Inc
Arkansas
$558K 7,847 -1,992 -20%
HTC
112
Haverford Trust Company
Pennsylvania
$552K 7,755 – –
SWP
113
Stratos Wealth Partners
Ohio
$548K 7,701 +626 +9%
NA
114
NewEdge Advisors
Louisiana
$543K 7,628 -4,178 -35%
WMP
115
Wealth Management Partners
Arizona
$540K 7,598 -402 -5%
CA
116
Cetera Advisors
Colorado
$531K 7,468 -1,145 -13%
BIA
117
Bigelow Investment Advisors
Maine
$531K 7,460 -1,770 -19%
KPWS
118
Kestra Private Wealth Services
Texas
$522K 7,337 +9 +0.1%
KTA
119
Keeley-Teton Advisors
Illinois
$519K 7,299 +10 +0.1%
GPA
120
Garrison Point Advisors
California
$515K 7,240 -33 -0.5%
GT
121
Glenmede Trust
Pennsylvania
$510K 7,162 – –
CPIG
122
Chicago Partners Investment Group
Illinois
$493K 6,733 +19 +0.3%
Walleye Trading
123
Walleye Trading
New York
$452K 6,352 -15,753 -71%
DI
124
DAGCO Inc
Ohio
$450K 6,320 -1,900 -23%
APWA
125
Atlas Private Wealth Advisors
New Jersey
$448K 6,300 – –
3 4
5
6 7