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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$738K +$2.6K +24 +0.4%
HTC
152
Haverford Trust Company
Pennsylvania
$732K – – –
Northern Trust
153
Northern Trust
Illinois
$709K +$8.1K +78 +1%
WGC
154
Watts Gwilliam & Co
Arizona
$709K +$709K +6,818 New
SWP
155
Stratos Wealth Partners
Ohio
$692K +$165K +1,584 +31%
KTA
156
Keeley-Teton Advisors
Illinois
$688K +$831 +8 +0.1%
HAG
157
HF Advisory Group
Maryland
$685K +$111K +1,068 +19%
EAM
158
Empirical Asset Management
Massachusetts
$680K +$52K +500 +8%
BRWA
159
B. Riley Wealth Advisors
Florida
$671K -$19.5K -188 -3%
MBI
160
May Barnhard Investments
Maryland
$646K +$104 +1 +0%
MA
161
Montag & Associates
Georgia
$645K +$645K +6,212 New
BIA
162
Bigelow Investment Advisors
Maine
$637K -$62.3K -600 -9%
WMA
163
Wealth Management Associates
New Jersey
$633K +$13.7K +132 +2%
VWA
164
Visionary Wealth Advisors
Illinois
$624K – – –
IF
165
Ironwood Financial
Arizona
$623K +$6.23K +60 +1%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$623K +$17.6K +169 +3%
GT
167
Glenview Trust
Kentucky
$612K +$1.77K +17 +0.3%
YCG
168
Yeomans Consulting Group
Georgia
$611K +$383K +3,689 +168%
Citigroup
169
Citigroup
New York
$606K -$87.7K -844 -13%
AWA
170
Arkadios Wealth Advisors
Georgia
$604K +$23.4K +225 +4%
AIM
171
Acropolis Investment Management
Missouri
$596K – – –
LWM
172
Laidlaw Wealth Management
New York
$586K -$37.3K -359 -6%
Lido Advisors
173
Lido Advisors
California
$571K +$312 +3 +0.1%
GIA
174
Gladstone Institutional Advisory
Florida
$570K -$324K -3,116 -36%
AHC
175
Adell Harriman & Carpenter
Texas
$566K – – –
5 6
7
8 9