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iShares US Financials ETF
IYF

Overview Fund Activity

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
–
Net Calls
+$2.1M
Net Calls Change
+$1.36M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$47.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
B
4
Barings
North Carolina
$14.6M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$8.69M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$121M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.28M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.85M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$40.6M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$476K -$106K -1,411 -18%
GPA
127
Garrison Point Advisors
California
$457K – – –
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$457K +$17.7K +237 +4%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$456K – – –
GT
130
Glenmede Trust
Pennsylvania
$444K – – –
LNC
131
Lincoln National Corp
Pennsylvania
$434K -$38.1K -508 -8%
PFM
132
Parsec Financial Management
North Carolina
$428K -$7.64K -102 -2%
RF
133
Rollins Financial
Georgia
$405K – – –
CPIG
134
Chicago Partners Investment Group
Illinois
$402K +$29.8K +377 +8%
NA
135
NewEdge Advisors
Louisiana
$401K -$52.4K -700 -12%
FP
136
Financial Perspectives
Minnesota
$398K +$393K +29,434 +7,395%
IWM
137
IHT Wealth Management
Illinois
$397K -$70K -934 -15%
OAM
138
Occidental Asset Management
California
$393K +$6.82K +91 +2%
DADC
139
D.A. Davidson & Co
Montana
$391K +$391K +5,222 New
EAM
140
Evanson Asset Management
California
$389K – – –
SIG
141
Sargent Investment Group
Maryland
$384K – – –
CAGAS
142
Capital Advisory Group Advisory Services
Minnesota
$381K +$34.5K +460 +10%
MHS
143
M Holdings Securities
Oregon
$378K +$378K +5,049 New
RIA
144
Realta Investment Advisors
Delaware
$366K -$63.1K -842 -15%
MLIC
145
Mandatum Life Insurance Company
Finland
$359K – – –
PWLP
146
Prio Wealth Limited Partnership
Massachusetts
$359K – – –
VFA
147
Voya Financial Advisors
Connecticut
$352K -$5.58K -74 -2%
VC
148
Vicus Capital
Pennsylvania
$344K -$26.4K -352 -7%
TNB
149
TCF National Bank
South Dakota
$328K -$748 -10 -0.2%
M&T Bank
150
M&T Bank
New York
$327K -$328K -4,388 -50%
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