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iShares US Financials ETF
IYF

Overview Fund Activity

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$173M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$158M
3
PCH
PGIM Custom Harvest
New Jersey
+$15.6M
4
Goldman Sachs
Goldman Sachs
New York
+$11.9M
5
PFS
Prospera Financial Services
Texas
+$10.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$119M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$40.9M
3
WT
Washington Trust
Rhode Island
-$18M
4
Bank of America
Bank of America
North Carolina
-$16M
5
GWM
GDS Wealth Management
Texas
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
176
Napatree Capital
Rhode Island
$599K +$110K +972 +22%
RPGK
177
Retirement Planning Group (Kansas)
Kansas
$599K +$237K +2,102 +66%
MWM
178
Modera Wealth Management
New Jersey
$588K – – –
MA
179
Montag & Associates
Georgia
$579K – – –
SIG
180
Sargent Investment Group
Maryland
$579K – – –
RFN
181
Redwood Financial Network
Ohio
$579K +$161K +1,426 +39%
HI
182
Harbour Investments
Wisconsin
$572K +$248K +2,195 +76%
TSWM
183
Tyler-Stone Wealth Management
Ohio
$572K +$1.02K +9 +0.2%
TW
184
TritonPoint Wealth
Maryland
$570K -$903 -8 -0.2%
T
185
Tidemark
California
$569K +$406K +3,600 +250%
VWA
186
Visionary Wealth Advisors
Illinois
$568K – – –
SS
187
Sunbelt Securities
Texas
$565K +$98.7K +875 +21%
KTA
188
Keeley-Teton Advisors
Illinois
$563K -$166K -1,475 -23%
WCM
189
Whitener Capital Management
North Carolina
$558K +$111K +986 +25%
SCA
190
Southern Capital Advisors
Tennessee
$556K +$556K +4,926 New
PSF
191
Pacific Sun Financial
California
$547K +$564 +5 +0.1%
VFA
192
Valeo Financial Advisors
Indiana
$546K +$15.6K +138 +3%
WWM
193
Western Wealth Management
Colorado
$530K +$251K +2,228 +90%
Lido Advisors
194
Lido Advisors
California
$529K -$92K -815 -15%
FPCP
195
Fort Point Capital Partners
California
$526K +$34.4K +305 +7%
GWM
196
GDS Wealth Management
Texas
$525K -$15M -132,559 -97%
DADC
197
D.A. Davidson & Co
Montana
$524K +$9.93K +88 +2%
ASN
198
Advisory Services Network
Georgia
$521K -$1.52M -13,489 -75%
GFP
199
Gryphon Financial Partners
Ohio
$520K – – –
SC
200
Savant Capital
Illinois
$515K -$7.45K -66 -1%
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