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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RSWM
101
Robertson Stephens Wealth Management
California
$1.41M 13,565 -1,641 -11%
LFAS
102
Level Four Advisory Services
Texas
$1.37M 12,880 -543 -4%
SCA
103
Snowden Capital Advisors
New York
$1.36M 13,131 -6,444 -33%
HNB
104
Huntington National Bank
Ohio
– – – –
MCM
105
MAI Capital Management
Ohio
$1.32M 12,727 +18 +0.1%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$1.3M 12,534 -6,429 -34%
AWM
107
Avior Wealth Management
Nebraska
$1.26M 12,115 +1,201 +11%
AAS
108
Ameritas Advisory Services
Nebraska
$1.25M 12,045 -5 -0%
CWM
109
Chesapeake Wealth Management
Virginia
$1.24M 11,919 -36 -0.3%
EL
110
Essex LLC
Illinois
$1.21M 11,624 -485 -4%
KIA
111
KCM Investment Advisors
California
$1.2M 11,579 +15 +0.1%
NWA
112
Navis Wealth Advisors
New York
$1.17M 11,223 +40 +0.4%
SAM
113
Smartleaf Asset Management
Massachusetts
$1.16M 11,176 +10,999 +6,214%
EE
114
EWG Elevate
California
$1.13M 10,839 -9,396 -46%
KPWS
115
Kestra Private Wealth Services
Texas
$1.11M 10,705 +156 +1%
CB
116
Commerce Bank
Missouri
$1.1M 10,570 – –
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.09M 10,476 -544 -5%
WA
118
WESPAC Advisors
California
$1.09M 10,465 +2,252 +27%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$1.05M 10,115 +251 +3%
MA
120
Mutual Advisors
Nebraska
$1.04M 9,544 +204 +2%
AR
121
Apeiron RIA
Texas
$1.03M 9,869 +257 +3%
Comerica Bank
122
Comerica Bank
Texas
$1.01M 9,759 +924 +10%
VCM
123
Virtue Capital Management
Tennessee
$1.01M 9,731 -172 -2%
MGIA
124
Matthew Goff Investment Advisor
Texas
$1.01M 9,695 -150 -2%
OCPWS
125
One Charles Private Wealth Services
Massachusetts
$992K 9,552 -757 -7%
3 4
5
6 7