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iShares US Financials ETF
IYF

Overview Fund Activity

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$20.8M
2
Wells Fargo
Wells Fargo
California
$48.1M
3
Fisher Asset Management
Fisher Asset Management
Washington
$53.1M
4
PFS
Prospera Financial Services
Texas
$4.08M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$26.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.6M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$102K
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
Morgan Stanley
Morgan Stanley
New York
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$337K -$13K -158 -4%
PIN
177
Prudent Investors Network
California
$331K – – –
TFCP
178
Twin Focus Capital Partners
Massachusetts
$330K – – –
SS
179
Sunbelt Securities
Texas
$329K – – –
CIA
180
Capital Investment Advisors
Georgia
$324K -$824 -10 -0.3%
CAM
181
Carret Asset Management
New York
$324K +$17.3K +210 +6%
RWA
182
Ropes Wealth Advisors
Massachusetts
$322K – – –
BDFN
183
Bond & Devick Financial Network
Minnesota
$322K – – –
IWA
184
Intercontinental Wealth Advisors
Texas
$309K – – –
FPGK
185
Financial Partners Group (Kansas)
Kansas
$309K +$3.14K +38 +1%
GH
186
GAM Holding
Switzerland
$306K – – –
F
187
F3Logic
Minnesota
$306K +$165 +2 +0.1%
SCA
188
Snowden Capital Advisors
New York
$306K +$14.5K +176 +5%
CFA
189
Carroll Financial Associates
North Carolina
$299K +$252K +3,055 +533%
TNBTD
190
Trustmark National Bank Trust Department
Mississippi
$283K -$18.1K -219 -6%
JSL
191
JT Stratford LLC
Georgia
$282K +$11.2K +135 +4%
NP
192
NorthRock Partners
Minnesota
$281K – – –
MWM
193
Meridian Wealth Management
Kentucky
$280K -$4.13K -50 -1%
RFM
194
Royal Fund Management
Florida
$274K -$15.8K -192 -5%
PFA
195
Pettinga Financial Advisors
Indiana
$274K +$70K +850 +34%
OPS
196
Orion Portfolio Solutions
Nebraska
$270K +$6.45K +78 +2%
PSF
197
Pacific Sun Financial
California
$267K +$267K +3,234 New
WTC
198
WhitTier Trust Company
Nevada
$264K – – –
FWCM
199
Ferguson Wellman Capital Management
Oregon
$263K – – –
WA
200
WESPAC Advisors
California
$262K -$303K -3,666 -54%
6 7
8
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