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iShares US Financials ETF
IYF

Overview Fund Activity

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.7M
3
DZ Bank
3
DZ Bank
Germany
$7.69M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
CI
5
CX Institutional
Indiana
$4.56M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.6M
3
CG
3
Colony Group
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$29M
5
CL
5
CIM LLC
New York
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
126
Raymond James Trust
Florida
$430K – – –
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$429K -$148K -2,188 -26%
PFS
128
Prospera Financial Services
Texas
$427K +$314K +4,640 +278%
APWA
129
Atlas Private Wealth Advisors
New Jersey
$426K – – –
SB
130
Simmons Bank
Arkansas
$422K -$71.6K -1,060 -15%
CWM
131
C2C Wealth Management
Arizona
$418K – – –
AIM
132
Acropolis Investment Management
Missouri
$405K -$74.2K -1,100 -15%
LWM
133
Laidlaw Wealth Management
New York
$389K +$6.76K +100 +2%
AHC
134
Adell Harriman & Carpenter
Texas
$388K – – –
Nomura Asset Management
135
Nomura Asset Management
Japan
$385K – – –
RIA
136
Realta Investment Advisors
Delaware
$381K +$135 +2 +0%
GCP
137
Gill Capital Partners
Colorado
$376K -$15.4K -228 -4%
GFP
138
Gryphon Financial Partners
Ohio
$375K -$24.2K -358 -6%
IWC
139
Integrated Wealth Concepts
Massachusetts
$369K -$205K -3,031 -36%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$364K +$31.1K +461 +9%
SIG
141
Sargent Investment Group
Maryland
$362K – – –
FCFC
142
First Commonwealth Financial Corp
Pennsylvania
$361K – – –
BWM
143
Bulltick Wealth Management
Florida
$361K – – –
FPGK
144
Financial Partners Group (Kansas)
Kansas
$352K -$135K -1,997 -28%
AIP
145
Almanack Investment Partners
Pennsylvania
$351K +$351K +5,195 New
MLIC
146
Mandatum Life Insurance Company
Finland
$350K – – –
PSF
147
Pacific Sun Financial
California
$350K +$6.09K +90 +2%
MHS
148
M Holdings Securities
Oregon
$347K -$18.6K -276 -5%
PFM
149
Parsec Financial Management
North Carolina
$341K – – –
SCA
150
Snowden Capital Advisors
New York
$340K +$3.37K +50 +1%
4 5
6
7 8