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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
3
LPL Financial
California
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
DZ Bank
3
DZ Bank
Germany
$239K
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$194M
5
PF
5
Phoenix Financial
Israel
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
IF
151
Ironwood Financial
Arizona
$561K 5,936 +279 +5%
GT
152
Glenview Trust
Kentucky
$556K 5,878 -758 -11%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$551K 5,824 -33 -0.6%
NA
154
Navellier & Associates
Nevada
$547K 5,788 – –
AIM
155
Acropolis Investment Management
Missouri
$543K 5,740 – –
AWA
156
Arkadios Wealth Advisors
Georgia
$529K 5,593 +2,057 +58%
BPA
157
Beacon Pointe Advisors
California
$524K 5,540 -1,598 -22%
SI
158
Stephens Inc
Arkansas
$523K 5,533 -479 -8%
HAG
159
HF Advisory Group
Maryland
$522K 5,525 +455 +9%
Lido Advisors
160
Lido Advisors
California
$520K 5,496 +123 +2%
AHC
161
Adell Harriman & Carpenter
Texas
$516K 5,452 – –
SB
162
Simmons Bank
Arkansas
$511K 5,400 – –
OCM
163
One Capital Management
California
$498K 5,265 +46 +0.9%
GCP
164
Gill Capital Partners
Colorado
$495K 5,236 – –
MWM
165
Modera Wealth Management
New Jersey
$493K 5,210 -200 -4%
SC
166
Savant Capital
Illinois
$491K 5,196 -7 -0.1%
SWP
167
Stratos Wealth Partners
Ohio
$480K 5,072 -131 -3%
CWA
168
Capital Wealth Alliance
Arizona
$471K 4,985 -3,571 -42%
ZIMP
169
Zimmermann Investment Management & Planning
Pennsylvania
$470K 4,975 +1,543 +45%
FFL
170
Financial Freedom LLC
Ohio
$470K 4,975 +188 +4%
FNBT
171
FineMark National Bank & Trust
Florida
$467K 4,934 +613 +14%
TW
172
TritonPoint Wealth
Maryland
$466K 4,925 -452 -8%
BIA
173
Biondo Investment Advisors
Pennsylvania
$464K 4,905 -140 -3%
PSF
174
Pacific Sun Financial
California
$458K 4,847 -420 -8%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$449K 4,753 -32,436 -87%
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