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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
Chesapeake Wealth Management
Virginia
$1.15M 11,978 -62 -0.5%
AAS
102
Ameritas Advisory Services
Nebraska
$1.12M 12,103 -455 -4%
ASN
103
Advisory Services Network
Georgia
$1.11M 11,566 -35,298 -75%
NWA
104
Navis Wealth Advisors
New York
$1.07M 11,147 +36 +0.3%
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M 10,973 -480 -4%
GIA
106
Gladstone Institutional Advisory
Florida
$1.04M 10,853 +8,124 +298%
CB
107
Commerce Bank
Missouri
$1.01M 10,520 – –
OCPWS
108
One Charles Private Wealth Services
Massachusetts
$991K 10,356 -191 -2%
MGIA
109
Matthew Goff Investment Advisor
Texas
$942K 9,845 +399 +4%
WA
110
WESPAC Advisors
California
$913K 9,545 +4,518 +90%
Comerica Bank
111
Comerica Bank
Texas
$907K 9,485 +652 +7%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$904K 9,454 -460 -5%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$902K 9,434 -198 -2%
KPWS
114
Kestra Private Wealth Services
Texas
$892K 9,323 +1,061 +13%
MCM
115
Magnolia Capital Management
New York
$846K 8,845 – –
MA
116
Mutual Advisors
Nebraska
$841K 8,797 -85 -1%
CWA
117
Capital Wealth Alliance
Arizona
$818K 8,556 +8,556 New
AR
118
Apeiron RIA
Texas
$812K 8,485 +5,118 +152%
KWA
119
Kellett Wealth Advisors
Ohio
$802K 8,383 +496 +6%
CWA
120
Cascade Wealth Advisors
Washington
$750K 8,280 +8,280 New
PCIA
121
Prime Capital Investment Advisors
Kansas
$749K 7,834 -1,430 -15%
HA
122
HFG Advisors
Ohio
$730K 7,631 – –
AA
123
Ancora Advisors
Ohio
$719K 7,517 +8 +0.1%
WMP
124
Wealth Management Partners
Arizona
$717K 7,495 -38 -0.5%
JIC
125
Joel Isaacson & Co
New York
$712K 7,440 – –
3 4
5
6 7