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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$264K -$64.7K -909 -20%
IWC
177
Integrated Wealth Concepts
Massachusetts
$263K -$61.9K -871 -19%
CF
178
Centaurus Financial
California
$262K +$262K +3,679 New
DADC
179
D.A. Davidson & Co
Montana
$261K -$13.9K -196 -5%
FWCM
180
Ferguson Wellman Capital Management
Oregon
$260K -$638K -8,975 -71%
OC
181
Oppenheimer & Co
New York
$260K – – –
CWM
182
Concentrum Wealth Management
California
$259K +$285 +4 +0.1%
IWA
183
Intercontinental Wealth Advisors
Texas
$256K – – –
NP
184
NorthRock Partners
Minnesota
$253K – – –
FPCP
185
Fort Point Capital Partners
California
$250K +$13.2K +185 +6%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$246K -$40.9K -575 -14%
CAM
187
Carret Asset Management
New York
$244K -$7.11K -100 -3%
FFN
188
Focus Financial Network
Minnesota
$243K -$48.1K -676 -17%
HWA
189
HCR Wealth Advisors
California
$241K -$20.2K -284 -8%
CAG
190
Csenge Advisory Group
Florida
$236K -$3.56K -50 -1%
BAM
191
Belpointe Asset Management
Nevada
$235K +$40.6K +570 +21%
WHC
192
Wulff, Hansen & Co
California
$234K – – –
EDRH
193
Edmond de Rothschild Holding
Switzerland
$230K -$230K -3,240 -50%
VPP
194
Vertex Planning Partners
Illinois
$228K +$3.56K +50 +2%
WTC
195
WhitTier Trust Company
Nevada
$228K – – –
STA
196
Summit Trail Advisors
New York
$223K +$223K +3,134 New
JIP
197
Jaffetilchin Investment Partners
Florida
$221K – – –
CS
198
Comerica Securities
Michigan
$216K -$27.7K -390 -11%
VA
199
Valmark Advisers
Ohio
$214K +$214K +3,007 New
AR
200
Apeiron RIA
Texas
$213K +$213K +3,000 New
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8
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