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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Modera Wealth Management
New Jersey
$633K +$3.03K +25 +0.5%
RFN
202
Redwood Financial Network
Ohio
$633K +$12.6K +104 +2%
SIG
203
Sargent Investment Group
Maryland
$623K – – –
MA
204
Montag & Associates
Georgia
$621K – – –
P
205
&Partners
Tennessee
$619K +$83.2K +688 +16%
TSWM
206
Tyler-Stone Wealth Management
Ohio
$614K +$1.09K +9 +0.2%
CIC
207
Carnegie Investment Counsel
Ohio
$613K +$284K +2,350 +87%
VWA
208
Visionary Wealth Advisors
Illinois
$609K – – –
CI
209
Clal Insurance
Israel
$605K -$605K -5,000 -50%
CFP
210
Cascade Financial Partners
California
$604K +$604K +4,995 New
FNBT
211
FineMark National Bank & Trust
Florida
$597K -$46.7K -386 -7%
T
212
Tidemark
California
$594K -$15.6K -129 -3%
GWM
213
GDS Wealth Management
Texas
$591K +$28.9K +239 +5%
SCA
214
Southern Capital Advisors
Tennessee
$587K -$8.71K -72 -1%
DADC
215
D.A. Davidson & Co
Montana
$579K +$17.1K +141 +3%
FPCP
216
Fort Point Capital Partners
California
$575K +$10.9K +90 +2%
GI
217
GAMCO Investors
Connecticut
$570K +$570K +4,715 New
Lido Advisors
218
Lido Advisors
California
$567K – – –
KNW
219
Kesler Norman & Wride
Utah
$551K -$739K -6,107 -57%
PSF
220
Pacific Sun Financial
California
$540K -$46K -380 -8%
CFS
221
Commonwealth Financial Services
West Virginia
$539K +$242 +2 +0%
UIM
222
Unified Investment Management
Georgia
$536K – – –
SOS
223
Silver Oak Securities
Tennessee
$531K +$151K +1,252 +40%
LL
224
LPWM LLC
Minnesota
$528K – – –
CVA
225
Central Valley Advisors
California
$528K -$4.84K -40 -0.9%
7 8
9
10 11