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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Capital Investment Advisors
Georgia
$335K -$1.54K -18 -0.5%
CA
177
CoreCap Advisors
Michigan
$333K -$210K -2,457 -39%
RWP
178
RWA Wealth Partners
Massachusetts
$333K +$333K +3,895 New
IWM
179
IHT Wealth Management
Illinois
$331K -$32.5K -380 -9%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$328K +$3.42K +40 +1%
AWA
181
Arkadios Wealth Advisors
Georgia
$324K -$939 -11 -0.3%
BDFN
182
Bond & Devick Financial Network
Minnesota
$324K – – –
JSL
183
JT Stratford LLC
Georgia
$324K +$6.92K +81 +2%
MWM
184
Meridian Wealth Management
Kentucky
$323K -$322K -3,769 -50%
BlackRock
185
BlackRock
New York
$321K – – –
AAS
186
Avantax Advisory Services
Texas
$321K +$32.3K +378 +11%
OC
187
Oppenheimer & Co
New York
$313K – – –
RJT
188
Raymond James Trust
Florida
$311K -$9.74K -114 -3%
VAFP
189
Vahanian & Associates Financial Planning
New York
$306K -$184K -2,150 -37%
NP
190
NorthRock Partners
Minnesota
$303K -$1.62K -19 -0.5%
FPCP
191
Fort Point Capital Partners
California
$299K – – –
BAM
192
Bellevue Asset Management
Washington
$299K -$31.9K -374 -10%
TA
193
TFB Advisors
Kansas
$297K +$297K +3,472 New
GS
194
GTS Securities
New York
$294K +$294K +3,441 New
DADC
195
D.A. Davidson & Co
Montana
$291K -$3.25K -38 -1%
TW
196
TritonPoint Wealth
Maryland
$291K +$291K +3,406 New
FFN
197
Focus Financial Network
Minnesota
$288K +$1.96K +23 +0.7%
AR
198
Apeiron RIA
Texas
$288K +$29.4K +344 +11%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$285K +$285K +3,342 New
CAG
200
Csenge Advisory Group
Florida
$284K +$10.8K +127 +4%
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8
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