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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
Bulltick Wealth Management
Florida
$374K – – –
OCPWS
152
One Charles Private Wealth Services
Massachusetts
$366K +$366K +5,259 New
MLIC
153
Mandatum Life Insurance Company
Finland
$363K – – –
SIG
154
Sargent Investment Group
Maryland
$359K – – –
CIBC World Market
155
CIBC World Market
Ontario, Canada
$356K +$3.43K +49 +1%
PSF
156
Pacific Sun Financial
California
$356K +$30.8K +440 +9%
PFM
157
Parsec Financial Management
North Carolina
$353K – – –
Comerica Bank
158
Comerica Bank
Texas
$351K +$6.44K +89 +2%
SCA
159
Snowden Capital Advisors
New York
$349K +$32.3K +462 +10%
CAGAS
160
Capital Advisory Group Advisory Services
Minnesota
$346K – – –
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$344K +$7.26K +104 +2%
IWM
162
IHT Wealth Management
Illinois
$341K -$6.5K -93 -2%
FFS
163
Founders Financial Securities
Maryland
$337K +$337K +4,822 New
JSL
164
JT Stratford LLC
Georgia
$333K +$22.4K +320 +7%
AAS
165
Avantax Advisory Services
Texas
$329K -$111K -1,588 -25%
M&T Bank
166
M&T Bank
New York
$319K – – –
SWA
167
SOA Wealth Advisors
New York
$308K -$1.96K -28 -0.6%
Renaissance Technologies
168
Renaissance Technologies
New York
$308K +$308K +4,400 New
PIN
169
Prudent Investors Network
California
$300K – – –
Citigroup
170
Citigroup
New York
$299K -$586K -8,378 -66%
KCFA
171
Key Client Fiduciary Advisors
New Jersey
$294K -$420 -6 -0.1%
FFN
172
Focus Financial Network
Minnesota
$293K +$28.8K +411 +11%
WHC
173
Wulff, Hansen & Co
California
$288K -$47.3K -675 -14%
CWP
174
CFM Wealth Partners
Texas
$288K – – –
NP
175
NorthRock Partners
Minnesota
$287K +$10.7K +153 +4%
5 6
7
8 9