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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
176
Foundations Investment Advisors
Arizona
$807K +$807K +6,671 New
GPA
177
Garrison Point Advisors
California
$799K -$13.3K -110 -2%
CWP
178
Cyndeo Wealth Partners
Florida
$797K +$797K +6,585 New
EAM
179
Empirical Asset Management
Massachusetts
$782K +$605 +5 +0.1%
QP
180
Quartz Partners
New York
$774K +$774K +6,395 New
RSWM
181
Robertson Stephens Wealth Management
California
$764K -$54.2K -448 -7%
AQR Capital Management
182
AQR Capital Management
Connecticut
$758K +$301K +2,487 +66%
MBI
183
May Barnhard Investments
Maryland
$753K – – –
BIA
184
Biondo Investment Advisors
Pennsylvania
$742K +$20.6K +170 +3%
Wolverine Trading
185
Wolverine Trading
Illinois
$741K +$236K +1,969 +47%
AAS
186
Avantax Advisory Services
Texas
$736K -$18.3K -151 -2%
BRWA
187
B. Riley Wealth Advisors
Florida
$736K +$736K +6,083 New
CAG
188
Csenge Advisory Group
Florida
$732K +$16.7K +144 +2%
GPFA
189
Game Plan Financial Advisors
Ohio
$717K +$717K +5,925 New
LWM
190
Liberty Wealth Management
California
$716K +$716K +5,920 New
SIM
191
Stratos Investment Management
Ohio
$703K +$17.4K +144 +3%
MWM
192
Meridian Wealth Management
Kentucky
$695K -$7.14K -59 -1%
BIA
193
Bigelow Investment Advisors
Maine
$694K -$35.5K -293 -5%
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$667K +$6.05K +50 +0.9%
WCM
195
Whitener Capital Management
North Carolina
$667K +$68.7K +568 +11%
AIM
196
Acropolis Investment Management
Missouri
$655K – – –
BFS
197
Bradley Foster & Sargent
Connecticut
$646K +$646K +5,337 New
GT
198
Glenview Trust
Kentucky
$644K -$18K -149 -3%
DZ Bank
199
DZ Bank
Germany
$642K -$190K -1,567 -23%
SB
200
Simmons Bank
Arkansas
$638K -$14K -116 -2%
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8
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