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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
CG
3
Colony Group
Massachusetts
$7.27M
4
BCM
4
Brookstone Capital Management
Illinois
$3.66M
5
NMG
5
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIN
151
Prudent Investors Network
California
$426K +$103K +1,364 +32%
GCP
152
Gill Capital Partners
Colorado
$420K – – –
RIA
153
Realta Investment Advisors
Delaware
$418K -$7.77K -103 -2%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$408K +$1.43K +19 +0.4%
FCFC
155
First Commonwealth Financial Corp
Pennsylvania
$404K – – –
RJT
156
Raymond James Trust
Florida
$402K -$78.6K -1,041 -16%
PSF
157
Pacific Sun Financial
California
$391K +$377 +5 +0.1%
MLIC
158
Mandatum Life Insurance Company
Finland
$391K – – –
GFP
159
Gryphon Financial Partners
Ohio
$390K -$28.9K -383 -7%
SIG
160
Sargent Investment Group
Maryland
$387K – – –
PFM
161
Parsec Financial Management
North Carolina
$381K – – –
JSL
162
JT Stratford LLC
Georgia
$372K -$1.89K -25 -0.5%
IA
163
IFP Advisors
Florida
$368K +$102K +855 +39%
PWLP
164
Prio Wealth Limited Partnership
Massachusetts
$363K – – –
FFL
165
Financial Freedom LLC
Ohio
$361K +$361K +4,786 New
HSA
166
HBK Sorce Advisory
Pennsylvania
$353K +$353K +4,680 New
IWM
167
IHT Wealth Management
Illinois
$350K +$4.76K +63 +1%
AAS
168
Avantax Advisory Services
Texas
$349K -$22.3K -296 -6%
IWC
169
Integrated Wealth Concepts
Massachusetts
$345K -$67.6K -896 -16%
Lido Advisors
170
Lido Advisors
California
$331K -$226 -3 -0.1%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$325K -$43.7K -580 -12%
HAG
172
HF Advisory Group
Maryland
$323K +$323K +4,286 New
PFS
173
Prospera Financial Services
Texas
$317K -$159K -2,107 -33%
CIA
174
Capital Investment Advisors
Georgia
$312K +$10.3K +137 +3%
CWP
175
CFM Wealth Partners
Texas
$311K – – –
5 6
7
8 9