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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
GPFA
126
Game Plan Financial Advisors
Ohio
$655K -$249K -2,950 -28%
SB
127
Simmons Bank
Arkansas
$654K -$42.3K -500 -6%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$652K +$181K +2,136 +38%
APA
129
American Portfolios Advisors
New York
$645K -$137K -1,615 -17%
LNC
130
Lincoln National Corp
Pennsylvania
$624K +$107K +1,271 +21%
KTA
131
Keeley-Teton Advisors
Illinois
$614K +$677 +8 +0.1%
AIM
132
Acropolis Investment Management
Missouri
$600K – – –
GPA
133
Garrison Point Advisors
California
$594K +$33.2K +393 +6%
SAM
134
Secure Asset Management
Michigan
$575K +$575K +6,802 New
WWM
135
WJ Wealth Management
Arizona
$570K +$133K +1,575 +30%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$561K -$761 -9 -0.1%
GCM
137
Gables Capital Management
Florida
$560K – – –
EA
138
Eudaimonia Advisors
Tennessee
$559K +$31.5K +373 +6%
William Blair & Company
139
William Blair & Company
Illinois
$544K -$28.5K -337 -5%
APWA
140
Atlas Private Wealth Advisors
New Jersey
$541K – – –
RJT
141
Raymond James Trust
Florida
$538K +$75.8K +896 +16%
AAS
142
Avantax Advisory Services
Texas
$534K +$23.3K +275 +5%
PWLP
143
Prio Wealth Limited Partnership
Massachusetts
$530K +$4.82K +57 +0.9%
TWC
144
TD Waterhouse Canada
Ontario, Canada
$529K -$176K -2,034 -25%
Lido Advisors
145
Lido Advisors
California
$525K +$48.4K +573 +10%
AHC
146
Adell Harriman & Carpenter
Texas
$520K -$23.7K -280 -4%
HA
147
HFG Advisors
Ohio
$518K +$67.2K +794 +15%
PPW
148
Pinnacle Private Wealth
Massachusetts
$507K +$91.1K +1,079 +22%
WMA
149
Wealth Management Associates
New Jersey
$501K +$46.7K +553 +10%
CWM
150
C2C Wealth Management
Arizona
$500K -$16.7K -200 -3%
4 5
6
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