IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
201
Trexquant Investment
Connecticut
$231K +$231K +3,302 New
OAM
202
Occidental Asset Management
California
$228K -$151K -2,158 -40%
WTC
203
WhitTier Trust Company
Nevada
$224K – – –
FMC
204
First Merchants Corp
Indiana
$223K -$63K -901 -22%
TNBTD
205
Trustmark National Bank Trust Department
Mississippi
$220K -$140 -2 -0.1%
WMS
206
Wealth Management Solutions
Pennsylvania
$219K -$24.9K -355 -10%
FPCP
207
Fort Point Capital Partners
California
$219K +$21K +300 +11%
VA
208
Valmark Advisers
Ohio
$219K +$219K +3,132 New
AWA
209
Arkadios Wealth Advisors
Georgia
$218K -$10.8K -155 -5%
CIC
210
Carnegie Investment Counsel
Ohio
$218K – – –
GC
211
Giverny Capital
Quebec, Canada
$218K – – –
JIP
212
Jaffetilchin Investment Partners
Florida
$217K – – –
GT
213
Glenmede Trust
Pennsylvania
$214K -$199K -2,860 -48%
MOS
214
MGO One Seven
Ohio
$214K -$25.9K -370 -11%
CCFM
215
Clear Creek Financial Management
Washington
$213K – – –
YIA
216
YHB Investment Advisors
Connecticut
$211K – – –
KPWS
217
Kestra Private Wealth Services
Texas
$209K -$6.66K -95 -3%
AIC
218
Archer Investment Corporation
Indiana
$207K – – –
TSS
219
Two Sigma Securities
New York
$201K +$201K +2,878 New
V
220
Veritable
Delaware
$200K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$183K -$12K -172 -6%
TSWM
222
Tyler-Stone Wealth Management
Ohio
$181K +$5.24K +75 +3%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$178K -$291K -3,784 -62%
PH
224
Pinnacle Holdings
Oklahoma
$172K – – –
BAM
225
Belpointe Asset Management
Nevada
$156K -$16.6K -236 -10%
7 8
9
10 11