IYF icon

iShares US Financials ETF

223 hedge funds and large institutions have $638M invested in iShares US Financials ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
55
Reduced
75
Closed
28
Calls
$397K
Puts
$794K
Net Calls
-$397K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$154K +$3.74K +66 +2%
BAM
152
Belpointe Asset Management
Nevada
$150K +$566 +10 +0.4%
ASN
153
Advisory Services Network
Georgia
$149K +$149K +2,642 New
AIC
154
Archer Investment Corporation
Indiana
$148K
SBL
155
Sargent Bickham Lagudis
Colorado
$124K
CF
156
Centaurus Financial
California
$114K +$5.91K +104 +5%
AA
157
AlphaMark Advisors
Kentucky
$102K -$25.5K -450 -20%
WT
158
Whittier Trust
California
$102K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$99K
FRA
160
Front Row Advisors
California
$93K
IA
161
IFP Advisors
Florida
$86K +$18.9K +334 +28%
Franklin Resources
162
Franklin Resources
California
$85K
AA
163
Advisory Alpha
Michigan
$77K +$77K +1,320 New
AWM
164
AllSquare Wealth Management
New York
$76K
TFS
165
TrustCore Financial Services
Tennessee
$76K
WT
166
Washington Trust
Rhode Island
$70K
AWA
167
Arkadios Wealth Advisors
Georgia
$67.6K +$352 +6 +0.5%
HDIM
168
Hanson & Doremus Investment Management
Vermont
$63K
S
169
SignatureFD
Georgia
$62K -$3.65K -64 -6%
BWA
170
BDO Wealth Advisors
Florida
$57K
RFA
171
Reilly Financial Advisors
California
$57K
VFA
172
Valeo Financial Advisors
Indiana
$57K +$340 +6 +0.6%
FWM
173
Filbrandt Wealth Management
Wisconsin
$51K
SSB
174
Sandy Spring Bank
Maryland
$49K
FFA
175
Founders Financial Alliance
North Carolina
$46K +$46K +778 New