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iShares US Financials ETF
IYF

Overview Fund Activity

296 hedge funds and large institutions have $1.13B invested in iShares US Financials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+23
Holders Change %
+8.42%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
105
Reduced
64
Closed
15
Calls
$6.21M
Puts
–
Net Calls
+$6.21M
Net Calls Change
+$4.11M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$63.5M
2
Bank of America
2
Bank of America
North Carolina
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$132M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$21.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.02M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.18M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
Navellier & Associates
Nevada
$581K -$39.4K -486 -6%
AAS
127
Avantax Advisory Services
Texas
$577K +$60.7K +747 +12%
AIM
128
Acropolis Investment Management
Missouri
$576K – – –
GCM
129
Gables Capital Management
Florida
$556K – – –
WA
130
WESPAC Advisors
California
$554K -$1.33M -16,386 -71%
William Blair & Company
131
William Blair & Company
Illinois
$545K – – –
TLFA
132
True Link Financial Advisors
California
$531K -$675K -8,330 -56%
AHC
133
Adell Harriman & Carpenter
Texas
$529K -$16.2K -200 -3%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$519K -$304K -3,750 -37%
WMP
135
Wealth Management Partners
Arizona
$519K +$7.94K +98 +2%
Lido Advisors
136
Lido Advisors
California
$500K -$27.9K -345 -5%
OAM
137
Occidental Asset Management
California
$500K +$74.8K +923 +18%
GPA
138
Garrison Point Advisors
California
$494K – – –
GT
139
Glenmede Trust
Pennsylvania
$479K – – –
LNC
140
Lincoln National Corp
Pennsylvania
$476K +$6.24K +77 +1%
CW
141
CreativeOne Wealth
Kansas
$473K +$473K +5,845 New
JIP
142
Jaffetilchin Investment Partners
Florida
$460K +$230K +3,108 +100%
GFP
143
Gryphon Financial Partners
Ohio
$456K +$128K +1,579 +39%
FCFC
144
First Commonwealth Financial Corp
Pennsylvania
$454K -$114K -1,400 -20%
NA
145
NewEdge Advisors
Louisiana
$453K +$19.2K +237 +4%
CIBC World Market
146
CIBC World Market
Ontario, Canada
$450K -$43.8K -540 -9%
PFM
147
Parsec Financial Management
North Carolina
$448K -$14.9K -184 -3%
WWM
148
WJ Wealth Management
Arizona
$437K +$437K +5,393 New
BAM
149
Bellevue Asset Management
Washington
$421K -$440K -5,438 -51%
EAM
150
Evanson Asset Management
California
$421K – – –
4 5
6
7 8