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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
126
Eudaimonia Advisors
Tennessee
$463K – – –
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
$462K -$1.61K -23 -0.3%
GCM
128
Gables Capital Management
Florida
$460K -$2.8K -40 -0.6%
APA
129
American Portfolios Advisors
New York
$458K -$76.4K -1,092 -14%
MFG
130
Merit Financial Group
Georgia
$452K +$452K +6,455 New
William Blair & Company
131
William Blair & Company
Illinois
$451K +$630 +9 +0.1%
RJT
132
Raymond James Trust
Florida
$445K – – –
PWLP
133
Prio Wealth Limited Partnership
Massachusetts
$441K +$2.8K +40 +0.6%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$441K -$7K -100 -2%
TA
135
TrueWealth Advisors
Alabama
$433K -$196K -2,806 -31%
HA
136
HFG Advisors
Ohio
$429K – – –
PPW
137
Pinnacle Private Wealth
Massachusetts
$423K +$2.73K +39 +0.6%
CWM
138
C2C Wealth Management
Arizona
$420K -$13.9K -192 -3%
SWM
139
Spire Wealth Management
Virginia
$420K +$314K +4,488 +296%
Deutsche Bank
140
Deutsche Bank
Germany
$414K – – –
GFP
141
Gryphon Financial Partners
Ohio
$413K +$210 +3 +0.1%
WMA
142
Wealth Management Associates
New Jersey
$405K -$9.24K -132 -2%
AHC
143
Adell Harriman & Carpenter
Texas
$402K -$28K -400 -7%
Lido Advisors
144
Lido Advisors
California
$400K -$34.1K -489 -8%
RIA
145
Realta Investment Advisors
Delaware
$400K +$12.8K +181 +3%
LWM
146
Laidlaw Wealth Management
New York
$396K +$12.5K +178 +3%
FFA
147
Founders Financial Alliance
North Carolina
$394K +$337K +4,822 +597%
KM
148
Kalos Management
Georgia
$389K +$1.21K +17 +0.3%
MHS
149
M Holdings Securities
Oregon
$379K +$5.39K +77 +1%
FCFC
150
First Commonwealth Financial Corp
Pennsylvania
$374K -$17.5K -250 -4%
4 5
6
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