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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
151
U.S. Capital Wealth Advisors
Texas
$839K +$839K +7,591 New
YCG
152
Yeomans Consulting Group
Georgia
$835K +$184K +1,665 +28%
AA
153
Ancora Advisors
Ohio
$834K +$1.11K +10 +0.1%
JIC
154
Joel Isaacson & Co
New York
$823K – – –
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$813K – – –
SG
156
StoneX Group
New York
$813K +$813K +7,353 New
GPA
157
Garrison Point Advisors
California
$800K -$16.6K -150 -2%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$794K +$383K +3,463 +93%
HTC
159
Haverford Trust Company
Pennsylvania
$779K – – –
CPIG
160
Chicago Partners Investment Group
Illinois
$764K +$5.01K +45 +0.7%
Northern Trust
161
Northern Trust
Illinois
$754K – – –
SWP
162
Stratos Wealth Partners
Ohio
$727K -$9.51K -86 -1%
HAG
163
HF Advisory Group
Maryland
$725K -$3.76K -34 -0.5%
KTA
164
Keeley-Teton Advisors
Illinois
$714K -$17.7K -160 -2%
WGC
165
Watts Gwilliam & Co
Arizona
$713K -$43.5K -392 -6%
BPA
166
Beacon Pointe Advisors
California
$713K +$175K +1,579 +32%
BRWA
167
B. Riley Wealth Advisors
Florida
$708K -$7.63K -69 -1%
CVA
168
Central Valley Advisors
California
$705K -$110K -993 -13%
FFL
169
Financial Freedom LLC
Ohio
$702K +$100K +905 +17%
WMA
170
Wealth Management Associates
New Jersey
$695K +$21.9K +198 +3%
MBI
171
May Barnhard Investments
Maryland
$688K +$111 +1 +0%
AWA
172
Arkadios Wealth Advisors
Georgia
$688K +$44.2K +400 +7%
BIA
173
Bigelow Investment Advisors
Maine
$678K – – –
EAM
174
Empirical Asset Management
Massachusetts
$674K -$50.2K -454 -7%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$663K – – –
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