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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$134M
5
CAN
5
Cetera Advisor Networks
California
$7.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$715K +$476K +5,493 +200%
SB
127
Simmons Bank
Arkansas
$714K – – –
COCM
128
Charter Oak Capital Management
New Hampshire
$703K -$9.11K -105 -1%
CWM
129
Concentrum Wealth Management
California
$694K +$694K +8,003 New
AA
130
Ancora Advisors
Ohio
$678K +$694 +8 +0.1%
CCA
131
Cadent Capital Advisors
Oklahoma
$662K – – –
KTA
132
Keeley-Teton Advisors
Illinois
$629K +$520 +6 +0.1%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$627K +$260K +3,000 +71%
FPGK
134
Financial Partners Group (Kansas)
Kansas
$620K +$297K +3,440 +92%
Bessemer Group
135
Bessemer Group
New Jersey
$618K -$88.4K -1,020 -13%
AIM
136
Acropolis Investment Management
Missouri
$616K – – –
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$615K -$61.1K -705 -9%
William Blair & Company
138
William Blair & Company
Illinois
$587K +$4.51K +52 +0.8%
JWCA
139
J.W. Cole Advisors
Florida
$585K +$585K +6,747 New
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$576K +$12.9K +149 +2%
GPA
141
Garrison Point Advisors
California
$575K +$36K +415 +7%
OPWM
142
Oxinas Partners Wealth Management
Indiana
$574K -$60.8K -701 -10%
GCM
143
Gables Capital Management
Florida
$574K -$20.8K -240 -3%
PAS
144
Park Avenue Securities
New York
$573K +$573K +6,611 New
TLFA
145
True Link Financial Advisors
California
$558K -$9.53K -110 -2%
AHC
146
Adell Harriman & Carpenter
Texas
$557K – – –
APWA
147
Atlas Private Wealth Advisors
New Jersey
$555K – – –
EA
148
Eudaimonia Advisors
Tennessee
$541K +$541K +6,241 New
PWLP
149
Prio Wealth Limited Partnership
Massachusetts
$538K +$122K +1,410 +29%
WMP
150
Wealth Management Partners
Arizona
$536K -$23.9K -268 -4%
4 5
6
7 8