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iShares US Financials ETF
IYF

Overview Fund Activity

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M
2
SG Americas Securities
2
SG Americas Securities
New York
$63.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$168M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$30.3M
5
PCH
5
PGIM Custom Harvest
New Jersey
$18.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.3M
3
Wells Fargo
3
Wells Fargo
California
$28.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$447K
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
Ironwood Financial
Arizona
$438K -$3.73M -49,958 -89%
SWP
127
Stratos Wealth Partners
Ohio
$434K -$25.3K -339 -6%
AIM
128
Acropolis Investment Management
Missouri
$429K – – –
VAFP
129
Vahanian & Associates Financial Planning
New York
$429K -$3.44K -46 -0.8%
MWM
130
Modera Wealth Management
New Jersey
$427K +$22.6K +302 +6%
AHC
131
Adell Harriman & Carpenter
Texas
$422K – – –
GCP
132
Gill Capital Partners
Colorado
$416K – – –
Truist Financial
133
Truist Financial
North Carolina
$415K -$32.1K -430 -7%
Lido Advisors
134
Lido Advisors
California
$405K +$147K +1,971 +57%
CWM
135
C2C Wealth Management
Arizona
$405K – – –
SB
136
Simmons Bank
Arkansas
$404K – – –
EA
137
Eudaimonia Advisors
Tennessee
$400K -$19.7K -263 -5%
PSF
138
Pacific Sun Financial
California
$392K +$3.36K +45 +0.9%
SC
139
Savant Capital
Illinois
$388K -$3.21K -43 -0.8%
LNC
140
Lincoln National Corp
Pennsylvania
$382K -$25.7K -344 -6%
N
141
Natixis
France
$376K – – –
HAG
142
HF Advisory Group
Maryland
$355K +$11.3K +148 +3%
FFL
143
Financial Freedom LLC
Ohio
$355K -$4.86K -65 -1%
DFG
144
Delta Financial Group
New Jersey
$340K +$340K +4,548 New
GFP
145
Gryphon Financial Partners
Ohio
$339K – – –
CAGAS
146
Capital Advisory Group Advisory Services
Minnesota
$333K +$333K +4,460 New
MLIC
147
Mandatum Life Insurance Company
Finland
$329K – – –
SPIA
148
Steward Partners Investment Advisory
New York
$323K -$66.1K -884 -17%
CIBC World Market
149
CIBC World Market
Ontario, Canada
$320K +$4.86K +65 +2%
IWM
150
IHT Wealth Management
Illinois
$318K -$2.47K -33 -0.8%
4 5
6
7 8