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iShares US Financials ETF
IYF

Overview Fund Activity

296 hedge funds and large institutions have $1.13B invested in iShares US Financials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+23
Holders Change %
+8.42%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
105
Reduced
64
Closed
15
Calls
$6.21M
Puts
–
Net Calls
+$6.21M
Net Calls Change
+$4.11M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$63.5M
2
Bank of America
Bank of America
North Carolina
$152M
3
Morgan Stanley
Morgan Stanley
New York
$132M
4
BCM
Brookstone Capital Management
Illinois
$15.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$21.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.02M
3
Goldman Sachs
Goldman Sachs
New York
$55.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.18M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Capital Investment Advisors
Georgia
$319K -$12K -148 -4%
BDFN
177
Bond & Devick Financial Network
Minnesota
$317K -$26.8K -330 -8%
RWA
178
Ropes Wealth Advisors
Massachusetts
$316K – – –
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$309K +$89.7K +1,108 +41%
IWA
180
Intercontinental Wealth Advisors
Texas
$303K – – –
CAM
181
Carret Asset Management
New York
$301K +$66K +815 +28%
F
182
F3Logic
Minnesota
$301K +$81.2K +1,002 +37%
CCA
183
Clearwater Capital Advisors
Illinois
$300K – – –
GH
184
GAM Holding
Switzerland
$300K – – –
FPGK
185
Financial Partners Group (Kansas)
Kansas
$300K +$300K +3,701 New
CL
186
CPWM LLC
Washington
$299K +$81 +1 +0%
TNBTD
187
Trustmark National Bank Trust Department
Mississippi
$295K -$26.6K -329 -8%
Prudential Financial
188
Prudential Financial
New Jersey
$291K +$291K +3,592 New
SCA
189
Snowden Capital Advisors
New York
$286K +$286K +3,526 New
RFM
190
Royal Fund Management
Florida
$285K +$285K +3,523 New
MWM
191
Meridian Wealth Management
Kentucky
$279K +$35.2K +434 +14%
NP
192
NorthRock Partners
Minnesota
$275K – – –
JSL
193
JT Stratford LLC
Georgia
$266K +$266K +3,279 New
WTC
194
WhitTier Trust Company
Nevada
$259K – – –
FWCM
195
Ferguson Wellman Capital Management
Oregon
$259K – – –
OPS
196
Orion Portfolio Solutions
Nebraska
$258K +$38.5K +475 +18%
OC
197
Oppenheimer & Co
New York
$257K – – –
CIC
198
Carnegie Investment Counsel
Ohio
$252K – – –
GC
199
Giverny Capital
Quebec, Canada
$252K – – –
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$247K – – –
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