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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
CG
3
Colony Group
Massachusetts
$7.27M
4
BCM
4
Brookstone Capital Management
Illinois
$3.66M
5
NMG
5
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Ancora Advisors
Ohio
$593K +$980 +13 +0.2%
WMP
127
Wealth Management Partners
Arizona
$588K – – –
HTC
128
Haverford Trust Company
Pennsylvania
$585K -$603K -7,987 -51%
KPWS
129
Kestra Private Wealth Services
Texas
$553K +$553K +7,328 New
CPIG
130
Chicago Partners Investment Group
Illinois
$551K +$20.8K +254 +4%
KTA
131
Keeley-Teton Advisors
Illinois
$550K +$755 +10 +0.1%
GPA
132
Garrison Point Advisors
California
$549K -$981 -13 -0.2%
GT
133
Glenmede Trust
Pennsylvania
$541K +$309K +4,090 +133%
SWP
134
Stratos Wealth Partners
Ohio
$534K -$1.06K -14 -0.2%
GCM
135
Gables Capital Management
Florida
$497K – – –
EDRH
136
Edmond de Rothschild Holding
Switzerland
$489K – – –
ATPW
137
Ashton Thomas Private Wealth
Arizona
$488K +$488K +6,473 New
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$485K -$11.6K -154 -2%
William Blair & Company
139
William Blair & Company
Illinois
$485K -$2.49K -33 -0.5%
APWA
140
Atlas Private Wealth Advisors
New Jersey
$475K – – –
BAAM
141
Baker Avenue Asset Management
California
$472K +$472K +6,258 New
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$465K -$458K -6,073 -50%
SB
143
Simmons Bank
Arkansas
$453K -$18.9K -250 -4%
CWM
144
C2C Wealth Management
Arizona
$448K – – –
AIM
145
Acropolis Investment Management
Missouri
$445K -$8K -106 -2%
EA
146
Eudaimonia Advisors
Tennessee
$439K -$82.7K -1,096 -16%
MHS
147
M Holdings Securities
Oregon
$439K +$51.6K +684 +13%
COCM
148
Charter Oak Capital Management
New Hampshire
$433K -$60.2K -797 -12%
Nomura Asset Management
149
Nomura Asset Management
Japan
$431K – – –
AHC
150
Adell Harriman & Carpenter
Texas
$426K -$7.55K -100 -2%
4 5
6
7 8