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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WGC
126
Watts Gwilliam & Co
Arizona
$710K +$710K +7,447 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$709K -$8.28K -87 -1%
GT
128
Glenmede Trust
Pennsylvania
$685K – – –
BPA
129
Beacon Pointe Advisors
California
$683K -$478 -5 -0.1%
William Blair & Company
130
William Blair & Company
Illinois
$676K +$191 +2 +0%
HTC
131
Haverford Trust Company
Pennsylvania
$673K – – –
CVA
132
Central Valley Advisors
California
$663K -$416K -4,348 -39%
GPA
133
Garrison Point Advisors
California
$661K +$5.84K +61 +0.9%
VWA
134
Visionary Wealth Advisors
Illinois
$652K +$3.35K +35 +0.5%
Northern Trust
135
Northern Trust
Illinois
$651K +$651K +6,809 New
BIA
136
Bigelow Investment Advisors
Maine
$649K -$54.5K -570 -8%
Citigroup
137
Citigroup
New York
$646K -$184K -1,920 -22%
BWA
138
Beam Wealth Advisors
Louisiana
$638K -$31.9K -334 -5%
LNC
139
Lincoln National Corp
Pennsylvania
$637K +$108K +1,134 +21%
GT
140
Glenview Trust
Kentucky
$635K -$67.9K -710 -10%
KTA
141
Keeley-Teton Advisors
Illinois
$632K -$28K -293 -4%
CPIG
142
Chicago Partners Investment Group
Illinois
$631K -$7.82K -84 -1%
IWM
143
IHT Wealth Management
Illinois
$610K +$239K +2,498 +64%
MBI
144
May Barnhard Investments
Maryland
$595K -$1.63K -17 -0.3%
LWM
145
Laidlaw Wealth Management
New York
$587K +$183K +1,911 +45%
BRWA
146
B. Riley Wealth Advisors
Florida
$586K +$28.9K +384 +5%
SI
147
Stephens Inc
Arkansas
$575K -$18.7K -196 -3%
WMA
148
Wealth Management Associates
New Jersey
$563K -$8.42K -89 -1%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$560K +$131K +1,371 +31%
NA
150
Navellier & Associates
Nevada
$554K – – –
4 5
6
7 8