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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
176
Stonebridge Financial Planning Group
Florida
$431K -$33K -345 -7%
CAM
177
Creekmur Asset Management
Illinois
$421K -$4.78K -50 -1%
CW
178
CreativeOne Wealth
Kansas
$415K +$415K +4,340 New
FNBT
179
FineMark National Bank & Trust
Florida
$413K +$162K +1,696 +65%
AWS
180
Atria Wealth Solutions
New York
$411K +$411K +4,294 New
IW
181
Imprint Wealth
South Carolina
$407K +$407K +4,281 New
KNW
182
Kesler Norman & Wride
Utah
$405K +$113K +1,177 +38%
SPIA
183
Steward Partners Investment Advisory
New York
$402K -$46.8K -489 -10%
PWLP
184
Prio Wealth Limited Partnership
Massachusetts
$402K – – –
CFS
185
Commonwealth Financial Services
West Virginia
$397K – – –
AWM
186
Apollon Wealth Management
South Carolina
$397K +$397K +4,149 New
CWP
187
CFM Wealth Partners
Texas
$394K – – –
SWA
188
SOA Wealth Advisors
New York
$394K +$1.24K +13 +0.3%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$385K +$18.3K +192 +5%
SS
190
Sunbelt Securities
Texas
$384K -$4.78K -50 -1%
BlackRock
191
BlackRock
New York
$381K +$21K +220 +6%
HWA
192
HCR Wealth Advisors
California
$376K – – –
LFAS
193
Level Four Advisory Services
Texas
$374K – – –
RWP
194
RWA Wealth Partners
Massachusetts
$373K – – –
ES
195
Eagle Strategies
New York
$367K +$367K +3,835 New
LL
196
LPWM LLC
Minnesota
$365K – – –
BDFN
197
Bond & Devick Financial Network
Minnesota
$363K – – –
WCM
198
Whitener Capital Management
North Carolina
$361K +$42.9K +449 +14%
DI
199
DAGCO Inc
Ohio
$359K +$359K +3,750 New
OC
200
Oppenheimer & Co
New York
$349K -$1.63K -17 -0.5%
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8
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