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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
$113M
3
CG
Colony Group
Massachusetts
$7.27M
4
BCM
Brookstone Capital Management
Illinois
$3.66M
5
NMG
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$0
2
UBS Group
UBS Group
Switzerland
$26.9M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
LPL Financial
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
176
Focus Financial Network
Minnesota
$309K +$6.34K +84 +2%
FMC
177
First Merchants Corp
Indiana
$306K – – –
CAGAS
178
Capital Advisory Group Advisory Services
Minnesota
$305K -$40.8K -540 -12%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$304K – – –
SWA
180
SOA Wealth Advisors
New York
$304K +$3.17K +42 +1%
TFCP
181
Twin Focus Capital Partners
Massachusetts
$302K – – –
NA
182
NewEdge Advisors
Louisiana
$299K +$11.8K +464 +4%
SS
183
Sunbelt Securities
Texas
$298K +$9.81K +130 +3%
RWA
184
Ropes Wealth Advisors
Massachusetts
$294K – – –
DADC
185
D.A. Davidson & Co
Montana
$292K -$6.64K -88 -2%
BAM
186
Bellevue Asset Management
Washington
$290K – – –
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$290K – – –
FPGK
188
Financial Partners Group (Kansas)
Kansas
$290K -$136K -1,668 -32%
Jane Street
189
Jane Street
New York
$287K +$287K +3,809 New
AWA
190
Arkadios Wealth Advisors
Georgia
$287K +$23.5K +312 +9%
BDFN
191
Bond & Devick Financial Network
Minnesota
$286K – – –
MWM
192
Meridian Wealth Management
Kentucky
$284K +$1.89K +25 +0.7%
BlackRock
193
BlackRock
New York
$284K +$284K +3,761 New
AWS
194
Atria Wealth Solutions
New York
$279K -$27.5K -365 -9%
HWA
195
HCR Wealth Advisors
California
$277K -$20.2K -268 -7%
OC
196
Oppenheimer & Co
New York
$276K – – –
CWM
197
Concentrum Wealth Management
California
$275K +$35K +463 +15%
MOS
198
MGO One Seven
Ohio
$273K -$12.8K -169 -4%
IWA
199
Intercontinental Wealth Advisors
Texas
$272K -$10.6K -140 -4%
DFG
200
Delta Financial Group
New Jersey
$269K +$269K +3,594 New
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