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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIMP
151
Zimmermann Investment Management & Planning
Pennsylvania
$421K -$85.3K -999 -17%
HAG
152
HF Advisory Group
Maryland
$421K +$23.3K +273 +6%
SFPG
153
Stonebridge Financial Planning Group
Florida
$414K -$228K -2,666 -35%
COCM
154
Charter Oak Capital Management
New Hampshire
$409K -$251K -2,943 -38%
FFL
155
Financial Freedom LLC
Ohio
$408K +$2.56K +30 +0.6%
DFG
156
Delta Financial Group
New Jersey
$405K +$16.9K +198 +4%
SPIA
157
Steward Partners Investment Advisory
New York
$401K +$32.5K +381 +9%
CFS
158
Commonwealth Financial Services
West Virginia
$397K -$222K -2,600 -36%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$393K +$27.7K +325 +8%
RF
160
Rollins Financial
Georgia
$392K -$119K -1,390 -23%
RFA
161
Rollins Financial Advisors
New York
$392K +$392K +4,585 New
GFP
162
Gryphon Financial Partners
Ohio
$388K – – –
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$383K +$74.9K +877 +24%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$383K +$37.2K +435 +11%
CAM
165
Creekmur Asset Management
Illinois
$381K +$381K +4,456 New
LFAS
166
Level Four Advisory Services
Texas
$374K +$374K +4,373 New
LWM
167
Laidlaw Wealth Management
New York
$361K +$7.6K +89 +2%
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$359K – – –
CWP
169
CFM Wealth Partners
Texas
$352K – – –
SWA
170
SOA Wealth Advisors
New York
$350K +$3.5K +41 +1%
SS
171
Sunbelt Securities
Texas
$347K -$14.5K -170 -4%
CAGAS
172
Capital Advisory Group Advisory Services
Minnesota
$347K -$34.2K -400 -9%
TFCP
173
Twin Focus Capital Partners
Massachusetts
$342K – – –
LL
174
LPWM LLC
Minnesota
$338K +$23.6K +275 +8%
HWA
175
HCR Wealth Advisors
California
$336K +$336K +3,928 New
5 6
7
8 9