IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$1.69M 15,309 +786 +5%
SWM
102
Spire Wealth Management
Virginia
$1.69M 15,259 +14,408 +1,693%
NF
103
Nikulski Financial
Iowa
$1.67M 15,099 +796 +6%
Renaissance Technologies
104
Renaissance Technologies
New York
$1.58M 14,300 +6,200 +77%
HNB
105
Huntington National Bank
Ohio
– – – –
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$1.56M 14,095 -4,468 -24%
HAM
107
Harmony Asset Management
Arizona
$1.55M 13,991 -5,676 -29%
AR
108
Apeiron RIA
Texas
$1.52M 13,708 +3,839 +39%
AWM
109
Avior Wealth Management
Nebraska
$1.52M 13,704 +1,589 +13%
Corient Private Wealth
110
Corient Private Wealth
Florida
$1.44M 17,969 -2,313 -11%
MCM
111
MAI Capital Management
Ohio
$1.42M 12,802 +75 +0.6%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$1.38M 12,492 +3,129 +33%
IAN
113
Integrated Advisors Network
Texas
$1.36M 12,260 +3,622 +42%
JWCA
114
J.W. Cole Advisors
Florida
$1.35M 12,238 -3,079 -20%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M 12,191 +1,715 +16%
ACP
116
Aveo Capital Partners
Colorado
$1.33M 12,023 +12,023 New
AAS
117
Ameritas Advisory Services
Nebraska
$1.33M 12,015 -30 -0.2%
EL
118
Essex LLC
Illinois
$1.28M 11,601 -23 -0.2%
KIA
119
KCM Investment Advisors
California
$1.27M 11,524 -55 -0.5%
PFS
120
Prospera Financial Services
Texas
$1.26M 11,415 +9,128 +399%
FEM
121
Fulcrum Equity Management
Texas
$1.25M 11,341 +11,341 New
NWA
122
Navis Wealth Advisors
New York
$1.25M 11,270 +47 +0.4%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.25M 11,264 -4,520 -29%
CWM
124
Chesapeake Wealth Management
Virginia
$1.19M 10,778 -1,141 -10%
William Blair & Company
125
William Blair & Company
Illinois
$1.18M 10,650 +3,091 +41%
3 4
5
6 7