IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
126
Keeley-Teton Advisors
Illinois
$589K -$34.8K -408 -6%
GPA
127
Garrison Point Advisors
California
$585K +$85 +1 +0%
VWA
128
Visionary Wealth Advisors
Illinois
$579K – – –
NA
129
NewEdge Advisors
Louisiana
$571K -$4.53K -53 -0.8%
DAS
130
Dynamic Advisor Solutions
Arizona
$555K -$38.7K -452 -7%
BCM
131
Brookstone Capital Management
Illinois
$552K +$552K +6,463 New
MBI
132
May Barnhard Investments
Maryland
$533K +$533K +6,234 New
SI
133
Stephens Inc
Arkansas
$530K -$92.6K -1,084 -15%
WMA
134
Wealth Management Associates
New Jersey
$516K -$10.3K -121 -2%
NA
135
Navellier & Associates
Nevada
$494K +$494K +5,788 New
IF
136
Ironwood Financial
Arizona
$491K -$9.91K -116 -2%
AIM
137
Acropolis Investment Management
Missouri
$490K – – –
GCP
138
Gill Capital Partners
Colorado
$476K – – –
Truist Financial
139
Truist Financial
North Carolina
$474K -$427 -5 -0.1%
AHC
140
Adell Harriman & Carpenter
Texas
$474K -$8.2K -96 -2%
LNC
141
Lincoln National Corp
Pennsylvania
$472K +$35.7K +418 +8%
MWM
142
Modera Wealth Management
New Jersey
$462K -$25.8K -302 -5%
SB
143
Simmons Bank
Arkansas
$461K – – –
Lido Advisors
144
Lido Advisors
California
$461K -$2.48K -29 -0.5%
PSF
145
Pacific Sun Financial
California
$450K +$1.71K +20 +0.4%
CA
146
Cetera Advisors
Colorado
$447K -$129K -1,513 -22%
SWP
147
Stratos Wealth Partners
Ohio
$445K -$50.4K -590 -10%
SC
148
Savant Capital
Illinois
$443K -$171 -2 -0%
EA
149
Eudaimonia Advisors
Tennessee
$434K -$23.5K -275 -5%
WA
150
WESPAC Advisors
California
$429K +$429K +5,027 New
4 5
6
7 8