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iShares US Financials ETF
IYF

Overview Fund Activity

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
–
Net Calls
+$2.1M
Net Calls Change
+$1.36M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.5M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
B
Barings
North Carolina
$14.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.69M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$121M
2
Citadel Advisors
Citadel Advisors
Florida
$3.28M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.85M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$40.6M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
176
Carnegie Investment Counsel
Ohio
$233K – – –
JIP
177
Jaffetilchin Investment Partners
Florida
$233K – – –
GC
178
Giverny Capital
Quebec, Canada
$233K +$233K +3,110 New
YIA
179
YHB Investment Advisors
Connecticut
$228K +$228K +2,910 New
WA
180
WP Advisors
California
$225K – – –
MWM
181
Meridian Wealth Management
Kentucky
$225K +$225K +3,003 New
NEWAS
182
N.E.W. Advisory Services
Wisconsin
$222K +$222K +2,912 New
AIC
183
Archer Investment Corporation
Indiana
$222K +$27K +360 +14%
AWM
184
Altavista Wealth Management
North Carolina
$218K +$218K +2,910 New
CAM
185
Carret Asset Management
New York
$217K +$217K +2,900 New
V
186
Veritable
Delaware
$214K +$214K +2,860 New
CF
187
Centaurus Financial
California
$209K +$33.4K +447 +19%
CA
188
Cetera Advisors
Colorado
$208K +$208K +2,772 New
RJT
189
Raymond James Trust
Florida
$205K +$205K +2,735 New
SFSIG
190
San Francisco Sentry Investment Group
California
$204K – – –
PIMG
191
Patriot Investment Management Group
Tennessee
$204K +$204K +2,738 New
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$203K +$203K +2,710 New
OPS
193
Orion Portfolio Solutions
Nebraska
$203K +$203K +2,712 New
AB
194
Atlas Brown
Kentucky
$202K +$202K +2,694 New
F
195
F3Logic
Minnesota
$202K +$202K +2,712 New
AA
196
AlphaMark Advisors
Kentucky
$195K +$15K +200 +8%
LWP
197
Legacy Wealth Planning
Nevada
$193K +$193K +2,576 New
PH
198
Pinnacle Holdings
Oklahoma
$184K – – –
BAM
199
Belpointe Asset Management
Nevada
$182K +$450 +6 +0.2%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$172K -$111K -1,496 -39%
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