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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
176
Cascade Wealth Advisors
Washington
$566K -$125K -1,200 -18%
FFL
177
Financial Freedom LLC
Ohio
$565K +$48.5K +467 +9%
SB
178
Simmons Bank
Arkansas
$561K – – –
KWA
179
Kingswood Wealth Advisors
California
$559K +$559K +5,376 New
ZIMP
180
Zimmermann Investment Management & Planning
Pennsylvania
$556K +$38.9K +374 +8%
SIM
181
Stratos Investment Management
Ohio
$547K +$220K +2,118 +67%
CW
182
CreativeOne Wealth
Kansas
$547K +$271K +2,610 +98%
TW
183
TritonPoint Wealth
Maryland
$544K +$34.7K +335 +7%
GCP
184
Gill Capital Partners
Colorado
$544K – – –
MWM
185
Modera Wealth Management
New Jersey
$541K – – –
TFM
186
Trademark Financial Management
Minnesota
$526K +$526K +5,065 New
TSWM
187
Tyler-Stone Wealth Management
Ohio
$525K +$263K +2,529 +100%
FNBT
188
FineMark National Bank & Trust
Florida
$513K – – –
BIA
189
Biondo Investment Advisors
Pennsylvania
$512K +$2.08K +20 +0.4%
BPA
190
Beacon Pointe Advisors
California
$506K -$69.9K -673 -12%
PSF
191
Pacific Sun Financial
California
$505K +$1.56K +15 +0.3%
CWA
192
Capital Wealth Alliance
Arizona
$503K -$15.1K -145 -3%
LI
193
LRI Investments
Florida
$499K +$369K +3,211 +284%
SC
194
Savant Capital
Illinois
$491K -$49.2K -474 -9%
AAS
195
Avantax Advisory Services
Texas
$475K -$935 -9 -0.2%
COCM
196
Charter Oak Capital Management
New Hampshire
$467K +$28K +269 +6%
HF
197
HRT Financial
New York
$462K +$462K +4,453 New
SFPG
198
Stonebridge Financial Planning Group
Florida
$461K +$208 +2 +0%
CFS
199
Commonwealth Financial Services
West Virginia
$459K +$206 +2 +0%
CAM
200
Creekmur Asset Management
Illinois
$459K +$416 +4 +0.1%
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