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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
151
IHT Wealth Management
Illinois
$320K -$10.2K -144 -3%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$314K -$1.61M -22,581 -84%
MLIC
153
Mandatum Life Insurance Company
Finland
$313K -$55.6K -782 -15%
SS
154
Sunbelt Securities
Texas
$310K +$31.7K +450 +11%
PCIA
155
Prime Capital Investment Advisors
Kansas
$309K +$309K +4,350 New
DAS
156
Dynamic Advisor Solutions
Arizona
$309K +$309K +4,337 New
DFG
157
Delta Financial Group
New Jersey
$307K +$51.1K +717 +20%
EH
158
Equitable Holdings
New York
$306K +$68.7K +965 +29%
HAG
159
HF Advisory Group
Maryland
$305K +$356 +5 +0.1%
CAM
160
Cresset Asset Management
Illinois
$304K +$304K +4,273 New
PFS
161
Prospera Financial Services
Texas
$299K +$213 +3 +0.1%
CIA
162
Capital Investment Advisors
Georgia
$294K +$71 +1 +0%
CWP
163
CFM Wealth Partners
Texas
$293K – – –
BlackRock
164
BlackRock
New York
$292K +$24.1K +339 +9%
TA
165
TrueWealth Advisors
Alabama
$290K +$39.4K +554 +16%
SWA
166
SOA Wealth Advisors
New York
$288K +$1.35K +19 +0.5%
TFCP
167
Twin Focus Capital Partners
Massachusetts
$285K – – –
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$282K +$8.89K +125 +3%
RIA
169
Realta Investment Advisors
Delaware
$279K -$115K -1,615 -29%
JSL
170
JT Stratford LLC
Georgia
$277K -$73.3K -1,031 -21%
RWA
171
Ropes Wealth Advisors
Massachusetts
$277K – – –
BAM
172
Bellevue Asset Management
Washington
$275K – – –
BDFN
173
Bond & Devick Financial Network
Minnesota
$270K – – –
FMC
174
First Merchants Corp
Indiana
$268K -$20.5K -288 -7%
MWM
175
Meridian Wealth Management
Kentucky
$268K -$498 -7 -0.2%
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