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iShares US Financials ETF
IYF

Overview Fund Activity

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
–
Net Calls
+$2.1M
Net Calls Change
+$1.36M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.5M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
B
Barings
North Carolina
$14.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.69M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$121M
2
Citadel Advisors
Citadel Advisors
Florida
$3.28M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.85M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$40.6M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
Carroll Financial Associates
North Carolina
$164K +$164K +2,194 New
CFGS
202
Concourse Financial Group Securities
Alabama
$141K +$75 +1 +0.1%
SBL
203
Sargent Bickham Lagudis
Colorado
$139K -$24.9K -332 -15%
IA
204
IFP Advisors
Florida
$136K +$12.6K +169 +10%
MCC
205
Money Concepts Capital
Florida
$133K +$1.42K +19 +1%
Franklin Resources
206
Franklin Resources
California
$112K – – –
FRA
207
Front Row Advisors
California
$107K – – –
AWM
208
AllSquare Wealth Management
New York
$100K – – –
S
209
SignatureFD
Georgia
$99K – – –
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$96K +$96K +1,285 New
TFS
211
TrustCore Financial Services
Tennessee
$95K +$12K +160 +14%
CI
212
CX Institutional
Indiana
$92K -$840K -11,266 -90%
WT
213
Washington Trust
Rhode Island
$92K – – –
AWA
214
Arkadios Wealth Advisors
Georgia
$90K +$3.96K +53 +5%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$85K – – –
IBOK
216
Independence Bank of Kentucky
Kentucky
$84K – – –
HDIM
217
Hanson & Doremus Investment Management
Vermont
$83K – – –
BWA
218
BDO Wealth Advisors
Florida
$79K – – –
WT
219
Whittier Trust
California
$79K – – –
RFA
220
Reilly Financial Advisors
California
$75K – – –
FWM
221
Filbrandt Wealth Management
Wisconsin
$67K – – –
IAIM
222
International Assets Investment Management
Florida
$67K – – –
FFA
223
Founders Financial Alliance
North Carolina
$66K +$2.45K +30 +4%
SSB
224
Sandy Spring Bank
Maryland
$64K – – –
TFGT
225
TS Financial Group (TSFG)
Illinois
$63K +$149 +2 +0.2%
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9
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