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iShares US Financials ETF
IYF

Overview Fund Activity

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.7M
3
DZ Bank
3
DZ Bank
Germany
$7.69M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
CI
5
CX Institutional
Indiana
$4.56M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.6M
3
CG
3
Colony Group
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$29M
5
CL
5
CIM LLC
New York
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
201
Jaffetilchin Investment Partners
Florida
$210K – – –
GC
202
Giverny Capital
Quebec, Canada
$210K – – –
VAFP
203
Vahanian & Associates Financial Planning
New York
$210K +$210K +3,104 New
GT
204
Glenmede Trust
Pennsylvania
$207K – – –
CCFM
205
Clear Creek Financial Management
Washington
$205K – – –
YIA
206
YHB Investment Advisors
Connecticut
$203K – – –
KCFA
207
Key Client Fiduciary Advisors
New Jersey
$200K -$83.6K -1,238 -29%
SMC
208
Smith, Moore & Co
Missouri
$200K +$200K +2,967 New
AIC
209
Archer Investment Corporation
Indiana
$200K – – –
Bessemer Group
210
Bessemer Group
New Jersey
$177K – – –
TSWM
211
Tyler-Stone Wealth Management
Ohio
$175K – – –
TWC
212
TD Waterhouse Canada
Ontario, Canada
$174K -$4.3K -56 -2%
PH
213
Pinnacle Holdings
Oklahoma
$166K – – –
BAM
214
Belpointe Asset Management
Nevada
$151K +$610 +9 +0.4%
S
215
SignatureFD
Georgia
$132K – – –
LFG
216
Larson Financial Group
Missouri
$132K +$130K +1,922 +7,688%
NFSG
217
Newbridge Financial Services Group
Florida
$120K – – –
Franklin Resources
218
Franklin Resources
California
$101K – – –
HNWAG
219
High Net Worth Advisory Group
Florida
$101K – – –
SBL
220
Sargent Bickham Lagudis
Colorado
$100K -$4.65K -69 -4%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$98K -$2.42K -36 -2%
FRA
222
Front Row Advisors
California
$97K – – –
AF
223
Allworth Financial
California
$94K +$135 +2 +0.1%
FHA
224
First Horizon Advisors
Tennessee
$92K -$3.09K -46 -3%
AWM
225
AllSquare Wealth Management
New York
$90K – – –
7 8
9
10 11