IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M

Top Buyers

1
WT
1
Washington Trust
Rhode Island
$20.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$131M
3
KAS
3
Kestra Advisory Services
Texas
$3.67M
4
VCM
4
Virtue Capital Management
Tennessee
$1.62M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$1.37M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$129M
2
SCA
2
Stillwater Capital Advisors
Pennsylvania
$4.63M
3
CG
3
Colony Group
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$18.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
176
NorthRock Partners
Minnesota
$265K – – –
DADC
177
D.A. Davidson & Co
Montana
$265K -$8.95K -120 -3%
CAG
178
Csenge Advisory Group
Florida
$264K +$15.7K +211 +6%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$258K – – –
Lido Advisors
180
Lido Advisors
California
$258K -$147K -1,965 -36%
HWA
181
HCR Wealth Advisors
California
$252K – – –
CAM
182
Carret Asset Management
New York
$252K -$3.73K -50 -1%
FFN
183
Focus Financial Network
Minnesota
$252K -$2.91K -39 -1%
FMC
184
First Merchants Corp
Indiana
$247K -$34.7K -465 -12%
WHC
185
Wulff, Hansen & Co
California
$245K – – –
STA
186
Summit Trail Advisors
New York
$245K +$11.2K +150 +5%
EDRH
187
Edmond de Rothschild Holding
Switzerland
$242K – – –
WTC
188
WhitTier Trust Company
Nevada
$239K – – –
VPP
189
Vertex Planning Partners
Illinois
$239K – – –
JIP
190
Jaffetilchin Investment Partners
Florida
$232K – – –
FWCM
191
Ferguson Wellman Capital Management
Oregon
$231K -$42.2K -566 -15%
AR
192
Apeiron RIA
Texas
$226K +$1.72K +23 +0.8%
VA
193
Valmark Advisers
Ohio
$225K +$522 +7 +0.2%
VP
194
Verum Partners
North Carolina
$224K – – –
SMC
195
Smith, Moore & Co
Missouri
$221K – – –
CIC
196
Carnegie Investment Counsel
Ohio
$221K – – –
GCM
197
Gables Capital Management
Florida
$221K – – –
AIC
198
Archer Investment Corporation
Indiana
$221K – – –
AWA
199
Arkadios Wealth Advisors
Georgia
$219K +$219K +2,935 New
KCFA
200
Key Client Fiduciary Advisors
New Jersey
$217K -$224 -3 -0.1%
6 7
8
9 10