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iShares US Financials ETF
IYF

Overview Fund Activity

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.7M
3
DZ Bank
3
DZ Bank
Germany
$7.69M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
CI
5
CX Institutional
Indiana
$4.56M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.6M
3
CG
3
Colony Group
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$29M
5
CL
5
CIM LLC
New York
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
176
D.A. Davidson & Co
Montana
$267K +$6.55K +97 +3%
HWA
177
HCR Wealth Advisors
California
$266K -$8.79K -130 -3%
IA
178
IFP Advisors
Florida
$266K +$24.6K +205 +10%
RWA
179
Ropes Wealth Advisors
Massachusetts
$263K – – –
ICG
180
InterOcean Capital Group
Tennessee
$263K +$3.37K +50 +1%
WGCA
181
Wolf Group Capital Advisors
Virginia
$262K – – –
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$260K +$260K +3,842 New
SS
183
Sunbelt Securities
Texas
$258K +$67 +1 +0%
BDFN
184
Bond & Devick Financial Network
Minnesota
$256K – – –
MWM
185
Meridian Wealth Management
Kentucky
$253K -$3.85K -57 -2%
IWA
186
Intercontinental Wealth Advisors
Texas
$253K – – –
EH
187
Equitable Holdings
New York
$253K – – –
OC
188
Oppenheimer & Co
New York
$247K +$20.2K +300 +9%
CL
189
CPWM LLC
Washington
$243K -$245K -3,624 -50%
CAM
190
Carret Asset Management
New York
$243K -$18.3K -270 -7%
CAG
191
Csenge Advisory Group
Florida
$238K -$12.5K -185 -5%
AWA
192
Arkadios Wealth Advisors
Georgia
$236K +$25.2K +373 +12%
FPCP
193
Fort Point Capital Partners
California
$232K +$20.3K +300 +10%
CWM
194
Congress Wealth Management
Massachusetts
$231K -$10.1K -150 -4%
RTS
195
Round Table Services
New Jersey
$226K – – –
WTC
196
WhitTier Trust Company
Nevada
$216K – – –
CWM
197
Concentrum Wealth Management
California
$215K -$285K -4,209 -57%
TNBTD
198
Trustmark National Bank Trust Department
Mississippi
$212K -$406 -6 -0.2%
WMS
199
Wealth Management Solutions
Pennsylvania
$212K +$406 +6 +0.2%
JIP
200
Jaffetilchin Investment Partners
Florida
$210K – – –
6 7
8
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