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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LL
126
LPWM LLC
Minnesota
$429K +$429K +6,035 New
CWM
127
C2C Wealth Management
Arizona
$428K +$14.3K +200 +3%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$423K -$34.5K -485 -8%
LNC
129
Lincoln National Corp
Pennsylvania
$420K -$309K -4,344 -42%
MCC
130
Money Concepts Capital
Florida
$415K +$377K +31,592 +988%
MHS
131
M Holdings Securities
Oregon
$409K -$5.2K -73 -1%
AIM
132
Acropolis Investment Management
Missouri
$408K -$11.1K -156 -3%
AHC
133
Adell Harriman & Carpenter
Texas
$402K – – –
VAFP
134
Vahanian & Associates Financial Planning
New York
$401K +$180K +2,530 +82%
EA
135
Eudaimonia Advisors
Tennessee
$400K -$14.1K -198 -3%
GCP
136
Gill Capital Partners
Colorado
$396K – – –
SB
137
Simmons Bank
Arkansas
$388K -$39.1K -550 -9%
Lido Advisors
138
Lido Advisors
California
$385K +$73.8K +1,038 +24%
FCFC
139
First Commonwealth Financial Corp
Pennsylvania
$381K – – –
SC
140
Savant Capital
Illinois
$375K +$375K +5,276 New
William Blair & Company
141
William Blair & Company
Illinois
$367K -$89.8K -1,262 -20%
GFP
142
Gryphon Financial Partners
Ohio
$367K – – –
SIG
143
Sargent Investment Group
Maryland
$365K – – –
PFM
144
Parsec Financial Management
North Carolina
$359K – – –
N
145
Natixis
France
$355K -$355K -4,997 -50%
RJT
146
Raymond James Trust
Florida
$351K -$27.9K -392 -7%
PWLP
147
Prio Wealth Limited Partnership
Massachusetts
$342K – – –
FFL
148
Financial Freedom LLC
Ohio
$341K +$996 +14 +0.3%
CIBC World Market
149
CIBC World Market
Ontario, Canada
$329K +$22.3K +314 +7%
CAGAS
150
Capital Advisory Group Advisory Services
Minnesota
$320K +$33.1K +465 +12%
4 5
6
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