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iShares US Financials ETF
IYF

Overview Fund Activity

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M
2
SG Americas Securities
2
SG Americas Securities
New York
$63.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$168M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$30.3M
5
PCH
5
PGIM Custom Harvest
New Jersey
$18.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.3M
3
Wells Fargo
3
Wells Fargo
California
$28.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$447K
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
Ancora Advisors
Ohio
$560K 7,485 – –
BIA
102
Bigelow Investment Advisors
Maine
$558K 7,460 – –
KPWS
103
Kestra Private Wealth Services
Texas
$557K 7,444 – –
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$555K 7,535 -181 -2%
KTA
105
Keeley-Teton Advisors
Illinois
$546K 7,307 – –
SI
106
Stephens Inc
Arkansas
$545K 7,292 -12 -0.2%
CFS
107
Commonwealth Financial Services
West Virginia
$542K 7,247 +7,247 New
WMP
108
Wealth Management Partners
Arizona
$542K 7,247 -20 -0.3%
William Blair & Company
109
William Blair & Company
Illinois
$536K 7,165 – –
GT
110
Glenmede Trust
Pennsylvania
$535K 7,162 – –
PCIA
111
Prime Capital Investment Advisors
Kansas
$533K 7,135 +1,393 +24%
BPA
112
Beacon Pointe Advisors
California
$533K 7,129 +595 +9%
HTC
113
Haverford Trust Company
Pennsylvania
$526K 7,041 -714 -9%
DAS
114
Dynamic Advisor Solutions
Arizona
$518K 6,933 -153 -2%
GPA
115
Garrison Point Advisors
California
$512K 6,844 -205 -3%
VWA
116
Visionary Wealth Advisors
Illinois
$507K 6,780 -523 -7%
CA
117
Cetera Advisors
Colorado
$504K 6,747 -35 -0.5%
NA
118
NewEdge Advisors
Louisiana
$503K 6,733 -517 -7%
CPIG
119
Chicago Partners Investment Group
Illinois
$489K 6,824 +75 +1%
CA
120
CoreCap Advisors
Michigan
$475K 6,359 +6,359 New
EH
121
Equitable Holdings
New York
$463K 6,189 +1,371 +28%
WMA
122
Wealth Management Associates
New Jersey
$461K 6,167 +26 +0.4%
Citadel Advisors
123
Citadel Advisors
Florida
$447K 5,980 -68,271 -92%
RF
124
Rollins Financial
Georgia
$447K 5,975 – –
ZIMP
125
Zimmermann Investment Management & Planning
Pennsylvania
$443K 5,931 -2,678 -31%
3 4
5
6 7