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iShares US Financials ETF
IYF

Overview Fund Activity

231 hedge funds and large institutions have $711M invested in iShares US Financials ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+21
Holders Change %
+10%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
45
Increased
62
Reduced
74
Closed
23
Calls
$366K
Puts
$2.23M
Net Calls
-$1.86M
Net Calls Change
-$3.78M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.2M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$23.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$80.7M
4
CS
4
Credit Suisse
Switzerland
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36M
2
Bank of America
2
Bank of America
North Carolina
$138M
3
UBS Group
3
UBS Group
Switzerland
$18M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$63K +$4.38K +80 +7%
HDIM
177
Hanson & Doremus Investment Management
Vermont
$61K – – –
BWA
178
BDO Wealth Advisors
Florida
$56K -$16.6K -300 -23%
VFA
179
Valeo Financial Advisors
Indiana
$55K -$16K -290 -22%
RFA
180
Reilly Financial Advisors
California
$55K – – –
FWM
181
Filbrandt Wealth Management
Wisconsin
$49K – – –
SSB
182
Sandy Spring Bank
Maryland
$47K – – –
MAWCM
183
Mine & Arao Wealth Creation & Management
California
$40K +$444 +8 +1%
CG
184
Cutler Group
California
$39K +$10.9K +200 +39%
HWA
185
HCR Wealth Advisors
California
$33K -$79.8K -1,450 -71%
RIM
186
Rockbridge Investment Management
New York
$33K +$33K +602 New
PCFFS
187
Pacific Center for Financial Services
California
$32K – – –
JPLA
188
Joseph P. Lucia & Associates
New York
$31K – – –
LGWM
189
Litman Gregory Wealth Management
California
$28K – – –
FMB
190
Field & Main Bank
Kentucky
$28K +$28K +500 New
LFG
191
LifePlan Financial Group
Ohio
$27K – – –
US Bancorp
192
US Bancorp
Minnesota
$26K -$29.2K -536 -53%
FHA
193
First Horizon Advisors
Tennessee
$26K – – –
DCM
194
Davis Capital Management
Florida
$24K – – –
SWM
195
Sugarloaf Wealth Management
Georgia
$23K – – –
RIA
196
RPG Investment Advisory
California
$22K – – –
QCMC
197
Quantum Capital Management (California)
California
$22K – – –
FP
198
Financial Perspectives
Minnesota
$21.9K – – –
BAM
199
Barrett Asset Management
New York
$18K – – –
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
6 7
8
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