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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
LPL Financial
California
$45M
4
Morgan Stanley
Morgan Stanley
New York
$118M
5
MSAM
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
Fidelity International
Bermuda
$0
3
DZ Bank
DZ Bank
Germany
$239K
4
Fisher Asset Management
Fisher Asset Management
Washington
$194M
5
PF
Phoenix Financial
Israel
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
176
Atria Wealth Solutions
New York
$441K +$35.2K +372 +9%
AAS
177
Avantax Advisory Services
Texas
$433K -$1.32K -14 -0.3%
DAS
178
Dynamic Advisor Solutions
Arizona
$432K +$117K +1,236 +37%
GFP
179
Gryphon Financial Partners
Ohio
$429K – – –
CFS
180
Commonwealth Financial Services
West Virginia
$423K -$19.2K -202 -4%
SFPG
181
Stonebridge Financial Planning Group
Florida
$420K -$6.24K -66 -1%
CAM
182
Creekmur Asset Management
Illinois
$417K +$284 +3 +0.1%
RFA
183
Rollins Financial Advisors
New York
$405K -$28.4K -300 -7%
M&T Bank
184
M&T Bank
New York
$404K +$404K +4,268 New
WCM
185
Whitener Capital Management
North Carolina
$401K +$44K +465 +12%
COCM
186
Charter Oak Capital Management
New Hampshire
$399K -$52.8K -558 -12%
SPIA
187
Steward Partners Investment Advisory
New York
$395K -$3.03K -32 -0.8%
KNW
188
Kesler Norman & Wride
Utah
$394K -$6.71K -71 -2%
SWA
189
SOA Wealth Advisors
New York
$390K +$1.32K +14 +0.3%
CWP
190
CFM Wealth Partners
Texas
$390K – – –
PWLP
191
Prio Wealth Limited Partnership
Massachusetts
$389K -$9.17K -97 -2%
SS
192
Sunbelt Securities
Texas
$380K – – –
BlackRock
193
BlackRock
New York
$376K – – –
LL
194
LPWM LLC
Minnesota
$375K – – –
HWA
195
HCR Wealth Advisors
California
$372K +$95 +1 +0%
RWP
196
RWA Wealth Partners
Massachusetts
$368K – – –
DI
197
DAGCO Inc
Ohio
$365K +$10K +106 +3%
BDFN
198
Bond & Devick Financial Network
Minnesota
$358K – – –
KWA
199
Kellett Wealth Advisors
Ohio
$358K -$435K -4,599 -55%
CIA
200
Capital Investment Advisors
Georgia
$357K +$29.9K +316 +9%
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8
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