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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$134M
5
CAN
5
Cetera Advisor Networks
California
$7.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
201
First Merchants Corp
Indiana
$355K – – –
PSF
202
Pacific Sun Financial
California
$351K +$70.7K +815 +25%
PIN
203
Prudent Investors Network
California
$348K – – –
TFCP
204
Twin Focus Capital Partners
Massachusetts
$347K – – –
CIA
205
Capital Investment Advisors
Georgia
$341K +$87 +1 +0%
LWM
206
Laidlaw Wealth Management
New York
$341K +$341K +3,930 New
BDFN
207
Bond & Devick Financial Network
Minnesota
$339K – – –
RWA
208
Ropes Wealth Advisors
Massachusetts
$338K – – –
CAM
209
Carret Asset Management
New York
$336K -$4.34K -50 -1%
BWM
210
Bulltick Wealth Management
Florida
$333K +$333K +3,845 New
KCFA
211
Key Client Fiduciary Advisors
New Jersey
$325K +$325K +3,746 New
IWA
212
Intercontinental Wealth Advisors
Texas
$324K – – –
GH
213
GAM Holding
Switzerland
$321K – – –
SCA
214
Snowden Capital Advisors
New York
$320K – – –
CWM
215
Congress Wealth Management
Massachusetts
$310K +$310K +3,584 New
Bank Julius Baer & Co
216
Bank Julius Baer & Co
Switzerland
$307K +$229K +2,640 +293%
Nomura Asset Management
217
Nomura Asset Management
Japan
$300K +$300K +3,462 New
DL
218
DOHJ LLC
Washington
$300K +$52.4K +604 +21%
MWM
219
Mattern Wealth Management
Kansas
$300K +$300K +3,462 New
NP
220
NorthRock Partners
Minnesota
$295K – – –
OPS
221
Orion Portfolio Solutions
Nebraska
$281K -$2.43K -28 -0.9%
MOS
222
MGO One Seven
Ohio
$280K +$280K +3,229 New
WTC
223
WhitTier Trust Company
Nevada
$277K – – –
FWCM
224
Ferguson Wellman Capital Management
Oregon
$277K – – –
EH
225
Equitable Holdings
New York
$276K +$16.3K +188 +6%
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9
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