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iShares US Financials ETF
IYF

Overview Fund Activity

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$173M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$158M
3
PCH
PGIM Custom Harvest
New Jersey
+$15.6M
4
Goldman Sachs
Goldman Sachs
New York
+$11.9M
5
PFS
Prospera Financial Services
Texas
+$10.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$119M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$40.9M
3
WT
Washington Trust
Rhode Island
-$18M
4
Bank of America
Bank of America
North Carolina
-$16M
5
GWM
GDS Wealth Management
Texas
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Virtue Capital Management
Tennessee
$743K +$743K +6,589 New
HAG
152
HF Advisory Group
Maryland
$737K -$2.93K -26 -0.4%
FFL
153
Financial Freedom LLC
Ohio
$735K +$18.5K +164 +3%
EAM
154
Empirical Asset Management
Massachusetts
$729K +$41.5K +368 +6%
WGC
155
Watts Gwilliam & Co
Arizona
$716K -$9.48K -84 -1%
AAS
156
Avantax Advisory Services
Texas
$704K +$43.9K +389 +7%
MBI
157
May Barnhard Investments
Maryland
$702K +$113 +1 +0%
BIA
158
Bigelow Investment Advisors
Maine
$680K -$11.3K -100 -2%
BIA
159
Biondo Investment Advisors
Pennsylvania
$673K +$46.3K +410 +7%
CW
160
CreativeOne Wealth
Kansas
$673K +$11.4K +101 +2%
MWM
161
Meridian Wealth Management
Kentucky
$655K +$287K +2,541 +78%
BCM
162
Brookstone Capital Management
Illinois
$653K -$5.06M -44,798 -89%
CAG
163
Csenge Advisory Group
Florida
$650K +$39.7K +377 +7%
DFG
164
Delta Financial Group
New Jersey
$647K +$30.9K +270 +5%
Walleye Trading
165
Walleye Trading
New York
$645K +$645K +5,716 New
SIM
166
Stratos Investment Management
Ohio
$640K +$17.3K +153 +3%
BWS
167
Buck Wealth Strategies
Colorado
$636K +$636K +5,640 New
GT
168
Glenview Trust
Kentucky
$618K -$277K -2,452 -31%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$617K -$59.5K -527 -9%
AIM
170
Acropolis Investment Management
Missouri
$611K -$37.2K -330 -6%
Citigroup
171
Citigroup
New York
$611K +$8.01K +71 +1%
SB
172
Simmons Bank
Arkansas
$608K -$1.02K -9 -0.2%
JWCA
173
J.W. Cole Advisors
Florida
$606K -$775K -6,865 -56%
GS
174
GTS Securities
New York
$602K +$161K +1,428 +37%
FNBT
175
FineMark National Bank & Trust
Florida
$600K +$43.6K +386 +8%
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