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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$823K 9,632 -530 -5%
MGIA
102
Matthew Goff Investment Advisor
Texas
$807K 9,446 -404 -4%
PCIA
103
Prime Capital Investment Advisors
Kansas
$791K 9,264 +2,129 +30%
AF
104
Apexium Financial
Texas
$771K 9,024 +9,024 New
MA
105
Mutual Advisors
Nebraska
$759K 8,882 +545 +7%
Jane Street
106
Jane Street
New York
$758K 8,874 +8,874 New
MCM
107
Magnolia Capital Management
New York
$755K 8,845 – –
Comerica Bank
108
Comerica Bank
Texas
$754K 8,833 -7,466 -46%
Citigroup
109
Citigroup
New York
$741K 8,673 -4,023 -32%
KPWS
110
Kestra Private Wealth Services
Texas
$706K 8,262 +818 +11%
KWA
111
Kellett Wealth Advisors
Ohio
$674K 7,887 +3,964 +101%
HA
112
HFG Advisors
Ohio
$652K 7,631 – –
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$646K 7,543 +8 +0.1%
WMP
114
Wealth Management Partners
Arizona
$643K 7,533 +286 +4%
AA
115
Ancora Advisors
Ohio
$641K 7,509 +24 +0.3%
JIC
116
Joel Isaacson & Co
New York
$635K 7,440 -1,460 -16%
BRWA
117
B. Riley Wealth Advisors
Florida
$633K 7,414 -384 -5%
BIA
118
Bigelow Investment Advisors
Maine
$629K 7,360 -100 -1%
GT
119
Glenview Trust
Kentucky
$627K 7,346 -235 -3%
GT
120
Glenmede Trust
Pennsylvania
$612K 7,162 – –
BPA
121
Beacon Pointe Advisors
California
$610K 7,143 +14 +0.2%
William Blair & Company
122
William Blair & Company
Illinois
$604K 7,069 -96 -1%
HTC
123
Haverford Trust Company
Pennsylvania
$601K 7,041 – –
BWA
124
Beam Wealth Advisors
Louisiana
$598K 7,003 -2,104 -23%
CPIG
125
Chicago Partners Investment Group
Illinois
$593K 6,856 +32 +0.5%
3 4
5
6 7