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iShares US Financials ETF
IYF

Overview Fund Activity

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$20.8M
2
Wells Fargo
2
Wells Fargo
California
$48.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$53.1M
4
PFS
4
Prospera Financial Services
Texas
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$102K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
126
Keeley-Teton Advisors
Illinois
$598K +$598K +7,246 New
GCM
127
Gables Capital Management
Florida
$566K – – –
FEM
128
Fulcrum Equity Management
Texas
$556K -$497K -6,023 -47%
William Blair & Company
129
William Blair & Company
Illinois
$555K – – –
AIM
130
Acropolis Investment Management
Missouri
$553K – – –
TLFA
131
True Link Financial Advisors
California
$541K – – –
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$536K +$157K +1,904 +42%
AHC
133
Adell Harriman & Carpenter
Texas
$531K -$7.93K -96 -1%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$528K – – –
WMP
135
Wealth Management Partners
Arizona
$517K -$11.6K -141 -2%
GPA
136
Garrison Point Advisors
California
$513K +$9.9K +120 +2%
Lido Advisors
137
Lido Advisors
California
$510K +$742 +9 +0.1%
LNC
138
Lincoln National Corp
Pennsylvania
$503K +$18.9K +229 +4%
PFM
139
Parsec Financial Management
North Carolina
$492K – – –
GT
140
Glenmede Trust
Pennsylvania
$489K – – –
Deutsche Bank
141
Deutsche Bank
Germany
$488K -$449K -5,443 -48%
GFP
142
Gryphon Financial Partners
Ohio
$487K +$22.6K +274 +5%
NA
143
NewEdge Advisors
Louisiana
$487K +$25.7K +312 +6%
CA
144
Cetera Advisors
Colorado
$481K +$152K +1,845 +46%
FCFC
145
First Commonwealth Financial Corp
Pennsylvania
$462K – – –
CIBC World Market
146
CIBC World Market
Ontario, Canada
$458K – – –
CPIG
147
Chicago Partners Investment Group
Illinois
$454K +$889 +10 +0.2%
RIA
148
Realta Investment Advisors
Delaware
$438K +$37.2K +450 +9%
KM
149
Kalos Management
Georgia
$438K +$39.5K +469 +10%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$429K +$114K +1,382 +36%
4 5
6
7 8