IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$44M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$34.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.8M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$23.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$70.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$62.3M
4
Goldman Sachs
Goldman Sachs
New York
-$28.5M
5
MWM
MinichMacGregor Wealth Management
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
101
EWG Elevate
California
$1.94M -$1.33M -11,003 -41%
NF
102
Nvest Financial
New Hampshire
$1.94M +$1.94M +16,016 New
MIA
103
MMBG Investment Advisors
Florida
$1.9M – – –
Citigroup
104
Citigroup
New York
$1.9M +$1.24M +10,277 +190%
AC
105
AlphaCore Capital
California
$1.89M +$1.89M +15,608 +82,147%
CWM
106
Congress Wealth Management
Massachusetts
$1.82M +$4.96K +41 +0.3%
Creative Planning
107
Creative Planning
Kansas
$1.8M -$60.7K -502 -3%
QCM
108
Quantinno Capital Management
New York
$1.78M +$312K +2,575 +21%
SAM
109
Smartleaf Asset Management
Massachusetts
$1.76M +$433K +3,605 +33%
LJCM
110
Lee Johnson Capital Management
Texas
$1.73M +$1.73M +14,279 New
Citadel Advisors
111
Citadel Advisors
Florida
$1.72M -$3.1M -25,638 -64%
GIA
112
Gladstone Institutional Advisory
Florida
$1.69M -$20.3K -168 -1%
Jane Street
113
Jane Street
New York
$1.67M +$1.41M +11,629 +532%
EL
114
Essex LLC
Illinois
$1.61M +$315K +2,601 +24%
TFM
115
Trademark Financial Management
Minnesota
$1.59M +$1.17M +9,690 +284%
William Blair & Company
116
William Blair & Company
Illinois
$1.57M +$195K +1,610 +14%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$1.56M -$30.1K -249 -2%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$1.48M +$8.23K +68 +0.6%
HAM
119
Harmony Asset Management
Arizona
$1.48M -$87.8K -726 -6%
KIA
120
KCM Investment Advisors
California
$1.47M +$1.69K +14 +0.1%
GCA
121
Genesee Capital Advisors
New York
$1.45M +$1.45M +12,020 New
WA
122
WESPAC Advisors
California
$1.43M -$85.2K -704 -6%
AAS
123
Ameritas Advisory Services
Nebraska
$1.4M -$56.4K -466 -4%
MCM
124
MAI Capital Management
Ohio
$1.4M -$130K -1,075 -8%
NWA
125
Navis Wealth Advisors
New York
$1.37M +$4.36K +36 +0.3%
3 4
5
6 7