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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$973K +$194K +1,865 +25%
SI
127
Stephens Inc
Arkansas
$971K +$396K +3,816 +69%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$924K +$430K +4,143 +87%
SPC
129
Sigma Planning Corp
Michigan
$920K -$577K -5,551 -39%
MCM
130
Magnolia Capital Management
New York
$919K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$919K -$56.6K -545 -6%
KNW
132
Kesler Norman & Wride
Utah
$908K +$475K +4,570 +110%
IAN
133
Integrated Advisors Network
Texas
$897K +$897K +8,638 New
IWM
134
IHT Wealth Management
Illinois
$894K +$103K +988 +13%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$891K +$1.25K +12 +0.1%
OCM
136
One Capital Management
California
$883K +$336K +3,234 +61%
Renaissance Technologies
137
Renaissance Technologies
New York
$842K +$582K +5,600 +224%
PCIA
138
Prime Capital Investment Advisors
Kansas
$830K – – –
TSS
139
Two Sigma Securities
New York
$805K +$805K +7,749 New
HA
140
HFG Advisors
Ohio
$793K – – –
William Blair & Company
141
William Blair & Company
Illinois
$785K +$50.6K +487 +7%
WMP
142
Wealth Management Partners
Arizona
$783K -$519 -5 -0.1%
AA
143
Ancora Advisors
Ohio
$783K +$935 +9 +0.1%
JIC
144
Joel Isaacson & Co
New York
$773K – – –
GPA
145
Garrison Point Advisors
California
$767K +$48.7K +469 +7%
CVA
146
Central Valley Advisors
California
$765K +$102K +985 +15%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$764K +$75.2K +724 +11%
AI
148
Atria Investments
North Carolina
$757K +$27.1K +261 +4%
QCM
149
Quantinno Capital Management
New York
$754K -$6.55K -63 -0.9%
GT
150
Glenmede Trust
Pennsylvania
$744K – – –
4 5
6
7 8