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iShares US Financials ETF
IYF

Overview Fund Activity

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$20.8M
2
Wells Fargo
2
Wells Fargo
California
$48.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$53.1M
4
PFS
4
Prospera Financial Services
Texas
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$102K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$262K – – –
JIP
202
Jaffetilchin Investment Partners
Florida
$257K -$257K -3,108 -50%
CIC
203
Carnegie Investment Counsel
Ohio
$257K – – –
GC
204
Giverny Capital
Quebec, Canada
$257K – – –
DL
205
DOHJ LLC
Washington
$255K +$255K +2,855 New
EH
206
Equitable Holdings
New York
$247K +$29.8K +361 +14%
AIC
207
Archer Investment Corporation
Indiana
$244K +$244K +2,960 New
YIA
208
YHB Investment Advisors
Connecticut
$240K – – –
AWM
209
Altavista Wealth Management
North Carolina
$240K – – –
RIA
210
Regal Investment Advisors
Michigan
$236K – – –
V
211
Veritable
Delaware
$236K – – –
AIP
212
Almanack Investment Partners
Pennsylvania
$233K +$233K +2,817 New
WA
213
WP Advisors
California
$232K – – –
CCA
214
Clearwater Capital Advisors
Illinois
$231K -$74.7K -905 -24%
SMC
215
Smith, Moore & Co
Missouri
$228K – – –
IWC
216
Integrated Wealth Concepts
Massachusetts
$227K +$18.6K +225 +9%
CS
217
Credit Suisse
Switzerland
$226K – – –
ASN
218
Advisory Services Network
Georgia
$226K +$24.7K +300 +12%
AB
219
Atlas Brown
Kentucky
$222K – – –
Northern Trust
220
Northern Trust
Illinois
$215K – – –
IA
221
IFP Advisors
Florida
$213K -$37.6K -455 -15%
LWP
222
Legacy Wealth Planning
Nevada
$213K – – –
KPWS
223
Kestra Private Wealth Services
Texas
$212K +$212K +2,565 New
KPW
224
Kore Private Wealth
New York
$209K +$209K +2,533 New
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$208K -$32.4K -392 -13%
7 8
9
10 11