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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$553K 5,778 -16,971 -75%
AIM
152
Acropolis Investment Management
Missouri
$549K 5,740 – –
IF
153
Ironwood Financial
Arizona
$541K 5,657 -88 -2%
AHC
154
Adell Harriman & Carpenter
Texas
$521K 5,452 -100 -2%
MWM
155
Modera Wealth Management
New Jersey
$517K 5,410 – –
SB
156
Simmons Bank
Arkansas
$517K 5,400 – –
Lido Advisors
157
Lido Advisors
California
$514K 5,373 -21 -0.4%
PSF
158
Pacific Sun Financial
California
$504K 5,267 – –
EA
159
Eudaimonia Advisors
Tennessee
$503K 5,261 +179 +4%
QCM
160
Quantinno Capital Management
New York
$500K 5,229 +5,229 New
OCM
161
One Capital Management
California
$499K 5,219 -7,415 -59%
SWP
162
Stratos Wealth Partners
Ohio
$498K 5,203 -12 -0.2%
SC
163
Savant Capital
Illinois
$498K 5,203 +14 +0.3%
HAG
164
HF Advisory Group
Maryland
$485K 5,070 +143 +3%
BIA
165
Biondo Investment Advisors
Pennsylvania
$483K 5,045 +2,680 +113%
GCP
166
Gill Capital Partners
Colorado
$477K 5,236 -334 -6%
DFG
167
Delta Financial Group
New Jersey
$475K 4,968 +222 +5%
EAM
168
Empirical Asset Management
Massachusetts
$470K 4,918 +4,918 New
DWM
169
Dakota Wealth Management
Florida
$466K 4,870 +4,870 New
FFL
170
Financial Freedom LLC
Ohio
$458K 4,787 +10 +0.2%
COCM
171
Charter Oak Capital Management
New Hampshire
$457K 4,780 -13 -0.3%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$441K 4,606 – –
AAS
173
Avantax Advisory Services
Texas
$439K 4,595 +835 +22%
RFA
174
Rollins Financial Advisors
New York
$439K 4,585 – –
GFP
175
Gryphon Financial Partners
Ohio
$434K 4,539 – –
5 6
7
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