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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
3
LPL Financial
California
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
DZ Bank
3
DZ Bank
Germany
$239K
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$194M
5
PF
5
Phoenix Financial
Israel
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
EL
101
Essex LLC
Illinois
$1.15M 12,109 -515 -4%
AAS
102
Ameritas Advisory Services
Nebraska
$1.14M 12,050 -53 -0.4%
CWM
103
Chesapeake Wealth Management
Virginia
$1.13M 11,955 -23 -0.2%
KIA
104
KCM Investment Advisors
California
$1.09M 11,564 -486 -4%
NWA
105
Navis Wealth Advisors
New York
$1.06M 11,183 +36 +0.3%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$1.05M 11,150 -847,866 -99%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.04M 11,020 +47 +0.4%
AWM
108
Avior Wealth Management
Nebraska
$1.03M 10,914 -1,923 -15%
CB
109
Commerce Bank
Missouri
$1,000K 10,570 +50 +0.5%
KPWS
110
Kestra Private Wealth Services
Texas
$998K 10,549 +1,226 +13%
VCM
111
Virtue Capital Management
Tennessee
$993K 9,903 +9,903 New
OCPWS
112
One Charles Private Wealth Services
Massachusetts
$975K 10,309 -47 -0.5%
MA
113
Mutual Advisors
Nebraska
$940K 9,340 +543 +6%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$933K 9,864 +430 +5%
AWM
115
Apollon Wealth Management
South Carolina
$932K 9,852 +5,703 +137%
MGIA
116
Matthew Goff Investment Advisor
Texas
$931K 9,845 – –
AR
117
Apeiron RIA
Texas
$909K 9,612 +1,127 +13%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$888K 9,389 -65 -0.7%
MCM
119
Magnolia Capital Management
New York
$836K 8,845 – –
Comerica Bank
120
Comerica Bank
Texas
$836K 8,835 -650 -7%
GIA
121
Gladstone Institutional Advisory
Florida
$814K 8,604 -2,249 -21%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$810K 8,564 +5,222 +156%
WA
123
WESPAC Advisors
California
$777K 8,213 -1,332 -14%
PCIA
124
Prime Capital Investment Advisors
Kansas
$756K 7,991 +157 +2%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$733K 7,754 +6,530 +533%
3 4
5
6 7