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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
3
LPL Financial
California
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
DZ Bank
3
DZ Bank
Germany
$239K
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$194M
5
PF
5
Phoenix Financial
Israel
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
126
HFG Advisors
Ohio
$722K – – –
IWM
127
IHT Wealth Management
Illinois
$720K +$117K +1,239 +19%
WMP
128
Wealth Management Partners
Arizona
$713K +$4.26K +45 +0.6%
AA
129
Ancora Advisors
Ohio
$712K +$757 +8 +0.1%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$709K +$467K +4,941 +193%
JIC
131
Joel Isaacson & Co
New York
$704K – – –
QCM
132
Quantinno Capital Management
New York
$692K +$198K +2,089 +40%
CPIG
133
Chicago Partners Investment Group
Illinois
$691K +$2.24K +22 +0.3%
GT
134
Glenmede Trust
Pennsylvania
$677K – – –
William Blair & Company
135
William Blair & Company
Illinois
$669K +$95 +1 +0%
HTC
136
Haverford Trust Company
Pennsylvania
$666K – – –
AI
137
Atria Investments
North Carolina
$665K +$665K +7,027 New
CWA
138
Cascade Wealth Advisors
Washington
$663K -$163K -1,630 -20%
GPA
139
Garrison Point Advisors
California
$654K +$567 +6 +0.1%
Northern Trust
140
Northern Trust
Illinois
$638K -$6.34K -67 -1%
BIA
141
Bigelow Investment Advisors
Maine
$636K -$5.67K -60 -0.9%
Citigroup
142
Citigroup
New York
$631K -$7.09K -75 -1%
BRWA
143
B. Riley Wealth Advisors
Florida
$630K -$108K -1,137 -15%
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$628K -$78.4K -827 -11%
KTA
145
Keeley-Teton Advisors
Illinois
$625K +$567 +6 +0.1%
MBI
146
May Barnhard Investments
Maryland
$588K +$95 +1 +0%
EAM
147
Empirical Asset Management
Massachusetts
$572K +$107K +1,129 +23%
VWA
148
Visionary Wealth Advisors
Illinois
$568K -$76.3K -807 -12%
LWM
149
Laidlaw Wealth Management
New York
$567K -$13.3K -141 -2%
WMA
150
Wealth Management Associates
New Jersey
$563K – – –
4 5
6
7 8