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iShares US Financials ETF
IYF

Overview Fund Activity

296 hedge funds and large institutions have $1.13B invested in iShares US Financials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+23
Holders Change %
+8.42%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
105
Reduced
64
Closed
15
Calls
$6.21M
Puts
–
Net Calls
+$6.21M
Net Calls Change
+$4.11M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$63.5M
2
Bank of America
Bank of America
North Carolina
$152M
3
Morgan Stanley
Morgan Stanley
New York
$132M
4
BCM
Brookstone Capital Management
Illinois
$15.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$21.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.02M
3
Goldman Sachs
Goldman Sachs
New York
$55.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.18M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$418K +$492 +6 +0.1%
SIG
152
Sargent Investment Group
Maryland
$416K – – –
BPA
153
Beacon Pointe Advisors
California
$415K +$415K +5,122 New
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$409K -$2.92K -36 -0.7%
DADC
155
D.A. Davidson & Co
Montana
$403K -$20.5K -253 -5%
KFS
156
Kelly Financial Services
Massachusetts
$403K +$403K +32,663 New
RIA
157
Realta Investment Advisors
Delaware
$393K -$2.51K -31 -0.6%
M&T Bank
158
M&T Bank
New York
$391K +$36.2K +446 +10%
PWLP
159
Prio Wealth Limited Partnership
Massachusetts
$389K – – –
MLIC
160
Mandatum Life Insurance Company
Finland
$389K – – –
KM
161
Kalos Management
Georgia
$387K +$387K +4,732 New
VC
162
Vicus Capital
Pennsylvania
$381K +$8.91K +110 +2%
RJT
163
Raymond James Trust
Florida
$376K +$154K +1,900 +69%
MAFM
164
Mid Atlantic Financial Management
Pennsylvania
$375K +$95.5K +1,177 +34%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$372K -$124K -1,524 -25%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$349K +$245K +3,025 +235%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$344K +$157K +1,937 +84%
RE
168
RBC Europe
United Kingdom
$340K +$340K +4,191 New
CWP
169
CFM Wealth Partners
Texas
$334K – – –
SWA
170
SOA Wealth Advisors
New York
$333K +$8.41K +104 +3%
FMC
171
First Merchants Corp
Indiana
$332K -$2.6K -32 -0.8%
SS
172
Sunbelt Securities
Texas
$329K +$42.7K +524 +15%
PIN
173
Prudent Investors Network
California
$325K -$8.83K -109 -3%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$324K – – –
CA
175
Cetera Advisors
Colorado
$323K +$98.4K +1,215 +44%
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