IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
176
Trademark Financial Management
Minnesota
$655K +$95.1K +860 +17%
CW
177
CreativeOne Wealth
Kansas
$648K +$66.2K +599 +11%
AAS
178
Avantax Advisory Services
Texas
$647K +$141K +1,275 +28%
NA
179
Navellier & Associates
Nevada
$640K +$640K +5,788 New
CAG
180
Csenge Advisory Group
Florida
$640K +$278K +2,512 +77%
AIM
181
Acropolis Investment Management
Missouri
$635K – – –
BIA
182
Biondo Investment Advisors
Pennsylvania
$614K +$69.7K +630 +13%
LWM
183
Laidlaw Wealth Management
New York
$612K -$11.3K -102 -2%
SIM
184
Stratos Investment Management
Ohio
$610K +$27.3K +247 +5%
Lido Advisors
185
Lido Advisors
California
$608K +$442 +4 +0.1%
SB
186
Simmons Bank
Arkansas
$597K – – –
DFG
187
Delta Financial Group
New Jersey
$596K +$596K +5,392 New
AHC
188
Adell Harriman & Carpenter
Texas
$592K -$11.1K -100 -2%
Citigroup
189
Citigroup
New York
$590K -$54.7K -495 -8%
MWM
190
Modera Wealth Management
New Jersey
$576K – – –
MA
191
Montag & Associates
Georgia
$567K -$120K -1,081 -17%
SIG
192
Sargent Investment Group
Maryland
$561K +$561K +5,130 New
TSWM
193
Tyler-Stone Wealth Management
Ohio
$560K +$1.33K +12 +0.2%
TW
194
TritonPoint Wealth
Maryland
$559K -$22.3K -202 -4%
VWA
195
Visionary Wealth Advisors
Illinois
$556K -$108K -977 -16%
FNBT
196
FineMark National Bank & Trust
Florida
$546K – – –
PSF
197
Pacific Sun Financial
California
$535K -$2.21K -20 -0.4%
GCP
198
Gill Capital Partners
Colorado
$534K -$45.3K -410 -8%
CWA
199
Capital Wealth Alliance
Arizona
$528K -$6.97K -63 -1%
MFG
200
Merit Financial Group
Georgia
$523K +$523K +4,729 New
6 7
8
9 10