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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Carret Asset Management
New York
$326K -$1.27K -15 -0.4%
BDFN
202
Bond & Devick Financial Network
Minnesota
$320K -$9.71K -115 -3%
FFN
203
Focus Financial Network
Minnesota
$319K +$319K +3,777 New
IWA
204
Intercontinental Wealth Advisors
Texas
$316K – – –
CL
205
CPWM LLC
Washington
$312K -$58.6K -693 -16%
CWM
206
Congress Wealth Management
Massachusetts
$303K – – –
F
207
F3Logic
Minnesota
$295K -$59.2K -705 -17%
WMS
208
Wealth Management Solutions
Pennsylvania
$294K -$184K -2,183 -39%
MCC
209
Money Concepts Capital
Florida
$292K +$156K +1,839 +114%
5L
210
55I LLC
Massachusetts
$291K -$119K -1,411 -29%
MOS
211
MGO One Seven
Ohio
$290K +$16.9K +200 +6%
AWA
212
Arkadios Wealth Advisors
Georgia
$277K +$71K +840 +34%
TLFA
213
True Link Financial Advisors
California
$274K -$270K -3,196 -50%
OC
214
Oppenheimer & Co
New York
$272K +$4.06K +48 +2%
WTC
215
WhitTier Trust Company
Nevada
$270K – – –
FWCM
216
Ferguson Wellman Capital Management
Oregon
$270K – – –
EH
217
Equitable Holdings
New York
$270K +$1.18K +14 +0.4%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$266K – – –
CIC
219
Carnegie Investment Counsel
Ohio
$263K – – –
GC
220
Giverny Capital
Quebec, Canada
$263K – – –
KPWS
221
Kestra Private Wealth Services
Texas
$260K +$42.8K +506 +20%
ACM
222
AlphaStar Capital Management
North Carolina
$257K -$842K -9,975 -77%
CCFM
223
Clear Creek Financial Management
Washington
$257K -$104K -1,224 -29%
YIA
224
YHB Investment Advisors
Connecticut
$254K +$4.22K +50 +2%
SCA
225
Scott Capital Advisors
Oregon
$254K +$22.9K +271 +10%
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