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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$134M
5
CAN
5
Cetera Advisor Networks
California
$7.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
176
Sargent Investment Group
Maryland
$445K – – –
CAGAS
177
Capital Advisory Group Advisory Services
Minnesota
$438K – – –
CIBC World Market
178
CIBC World Market
Ontario, Canada
$437K -$44.2K -510 -9%
RIA
179
Realta Investment Advisors
Delaware
$436K -$23.9K -276 -5%
IWM
180
IHT Wealth Management
Illinois
$433K +$4.77K +55 +1%
BAM
181
Bellevue Asset Management
Washington
$428K – – –
PPW
182
Pinnacle Private Wealth
Massachusetts
$427K +$427K +4,923 New
5L
183
55I LLC
Massachusetts
$421K +$421K +4,850 New
DADC
184
D.A. Davidson & Co
Montana
$419K -$11.6K -134 -3%
VC
185
Vicus Capital
Pennsylvania
$419K +$3.26K +37 +0.8%
WHC
186
Wulff, Hansen & Co
California
$415K +$415K +4,785 New
PFA
187
Pettinga Financial Advisors
Indiana
$406K +$118K +1,360 +41%
M&T Bank
188
M&T Bank
New York
$395K – – –
CW
189
CreativeOne Wealth
Kansas
$393K -$47K -543 -11%
SWA
190
SOA Wealth Advisors
New York
$383K +$2.86K +33 +0.8%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$372K +$18.1K +209 +5%
CCFM
192
Clear Creek Financial Management
Washington
$369K -$43.6K -504 -11%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$365K +$365K +4,210 New
SS
194
Sunbelt Securities
Texas
$364K +$1.62K +18 +0.4%
F
195
F3Logic
Minnesota
$364K +$43.3K +502 +14%
Simplex Trading
196
Simplex Trading
Illinois
$364K +$364K +4,210 New
RE
197
RBC Europe
United Kingdom
$363K – – –
CL
198
CPWM LLC
Washington
$362K – – –
CWP
199
CFM Wealth Partners
Texas
$361K – – –
JSL
200
JT Stratford LLC
Georgia
$357K +$60.8K +701 +21%
6 7
8
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