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iShares US Financials ETF
IYF

Overview Fund Activity

296 hedge funds and large institutions have $1.13B invested in iShares US Financials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
296
Holders Change
+23
Holders Change %
+8.42%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
105
Reduced
64
Closed
15
Calls
$6.21M
Puts
–
Net Calls
+$6.21M
Net Calls Change
+$4.11M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$63.5M
2
Bank of America
2
Bank of America
North Carolina
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$132M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$21.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.02M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.18M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$245K +$97.9K +1,211 +67%
WMA
202
Wealth Management Associates
New Jersey
$236K +$236K +2,912 New
AWM
203
Altavista Wealth Management
North Carolina
$236K – – –
YIA
204
YHB Investment Advisors
Connecticut
$236K – – –
NEWAS
205
N.E.W. Advisory Services
Wisconsin
$235K – – –
V
206
Veritable
Delaware
$232K – – –
RIA
207
Regal Investment Advisors
Michigan
$232K +$232K +2,860 New
WA
208
WP Advisors
California
$227K -$15.9K -196 -7%
SMC
209
Smith, Moore & Co
Missouri
$224K +$224K +2,767 New
CS
210
Credit Suisse
Switzerland
$222K -$1.97M -24,354 -90%
SFSIG
211
San Francisco Sentry Investment Group
California
$220K – – –
AB
212
Atlas Brown
Kentucky
$218K – – –
EH
213
Equitable Holdings
New York
$213K +$213K +2,631 New
Northern Trust
214
Northern Trust
Illinois
$211K +$211K +2,608 New
LWP
215
Legacy Wealth Planning
Nevada
$209K – – –
IWC
216
Integrated Wealth Concepts
Massachusetts
$205K +$205K +2,526 New
PFA
217
Pettinga Financial Advisors
Indiana
$201K +$201K +2,475 New
DY
218
Dowling & Yahnke
California
$200K +$200K +2,470 New
PH
219
Pinnacle Holdings
Oklahoma
$199K – – –
ASN
220
Advisory Services Network
Georgia
$198K -$102K -1,254 -34%
BAM
221
Belpointe Asset Management
Nevada
$190K -$6.98K -86 -4%
AP
222
Advisors Preferred
Maryland
$186K +$186K +2,276 New
AA
223
AlphaMark Advisors
Kentucky
$170K -$40.5K -500 -19%
HI
224
Harbour Investments
Wisconsin
$164K -$98.5K -1,218 -38%
SWM
225
Spire Wealth Management
Virginia
$152K -$1.95M -24,151 -93%
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