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iShares US Financials ETF
IYF

Overview Fund Activity

451 hedge funds and large institutions have $2.37B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
451
Holders Change
+35
Holders Change %
+8.41%
% of All Funds
6.05%
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
130
Reduced
129
Closed
22
Calls
$423K
Puts
$218K
Net Calls
+$205K
Net Calls Change
+$509K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
QPWM
126
Quadrant Private Wealth Management
Pennsylvania
$1.33M 11,003 +11,003 New
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$1.33M 10,824 -5,303 -33%
CRWM
128
Castle Rock Wealth Management
California
$1.33M 10,808 +10,808 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M 10,763 -1,112 -9%
NF
130
Nikulski Financial
Iowa
$1.29M 10,633 -4,098 -28%
CB
131
Commerce Bank
Missouri
$1.28M 10,570 – –
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.27M 10,485 +776 +8%
SPC
133
Sigma Planning Corp
Michigan
$1.26M 10,415 +167 +2%
KPWS
134
Kestra Private Wealth Services
Texas
$1.25M 10,368 +26 +0.3%
OWA
135
Outlook Wealth Advisors
Texas
$1.25M 10,312 +10,312 New
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$1.24M 10,230 +1,005 +11%
HI
137
Harbour Investments
Wisconsin
$1.19M 9,857 +4,785 +94%
MGIA
138
Matthew Goff Investment Advisor
Texas
$1.17M 9,695 – –
OCPWS
139
One Charles Private Wealth Services
Massachusetts
$1.15M 9,515 -97 -1%
FFL
140
Financial Freedom LLC
Ohio
$1.15M 9,511 +3,000 +46%
CWM
141
Chesapeake Wealth Management
Virginia
$1.13M 9,301 -222 -2%
WMP
142
Wealth Management Partners
Arizona
$1.11M 9,143 +43 +0.5%
Cerity Partners
143
Cerity Partners
New York
$1.1M 9,111 +9,111 New
SI
144
Stephens Inc
Arkansas
$1.09M 9,008 -144 -2%
VCM
145
Virtue Capital Management
Tennessee
$1.08M 8,952 +2,363 +36%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1.08M 8,912 +39 +0.4%
AWA
147
Arkadios Wealth Advisors
Georgia
$1.07M 8,852 +1,165 +15%
MCM
148
Magnolia Capital Management
New York
$1.07M 8,845 – –
BPA
149
Beacon Pointe Advisors
California
$1.07M 8,829 +2,178 +33%
BWS
150
Buck Wealth Strategies
Colorado
$1.04M 8,620 +2,980 +53%
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