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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
CoreCap Advisors
Michigan
$286K -$71.6K -1,022 -20%
HWA
177
HCR Wealth Advisors
California
$285K -$21.5K -307 -7%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$284K -$11.1K -158 -4%
CCA
179
Cadent Capital Advisors
Oklahoma
$280K -$266K -3,800 -49%
TFCP
180
Twin Focus Capital Partners
Massachusetts
$280K – – –
CIA
181
Capital Investment Advisors
Georgia
$275K +$70 +1 +0%
RWA
182
Ropes Wealth Advisors
Massachusetts
$273K – – –
BAM
183
Bellevue Asset Management
Washington
$272K – – –
WGCA
184
Wolf Group Capital Advisors
Virginia
$271K +$271K +3,872 New
DADC
185
D.A. Davidson & Co
Montana
$270K -$29.2K -417 -10%
CAM
186
Carret Asset Management
New York
$270K – – –
ICG
187
InterOcean Capital Group
Tennessee
$269K +$269K +3,850 New
SS
188
Sunbelt Securities
Texas
$267K +$70 +1 +0%
MWM
189
Meridian Wealth Management
Kentucky
$266K +$58.9K +842 +28%
BDFN
190
Bond & Devick Financial Network
Minnesota
$265K – – –
IWA
191
Intercontinental Wealth Advisors
Texas
$262K – – –
EH
192
Equitable Holdings
New York
$262K +$38.2K +546 +17%
CAG
193
Csenge Advisory Group
Florida
$260K -$762K -10,875 -75%
VC
194
Vicus Capital
Pennsylvania
$254K -$80.1K -1,143 -24%
CWM
195
Congress Wealth Management
Massachusetts
$251K – – –
IA
196
IFP Advisors
Florida
$242K – – –
5L
197
55I LLC
Massachusetts
$238K -$2.31K -33 -1%
OC
198
Oppenheimer & Co
New York
$235K +$10.1K +145 +5%
RTS
199
Round Table Services
New Jersey
$234K +$40.2K +575 +21%
WP
200
WealthSource Partners
California
$232K -$369K -5,269 -61%
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