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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
$113M
3
CG
Colony Group
Massachusetts
$7.27M
4
BCM
Brookstone Capital Management
Illinois
$3.66M
5
NMG
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$0
2
UBS Group
UBS Group
Switzerland
$26.9M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
LPL Financial
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
201
NorthRock Partners
Minnesota
$268K -$42.9K -569 -14%
TA
202
TrueWealth Advisors
Alabama
$266K -$55K -729 -17%
CAM
203
Carret Asset Management
New York
$266K -$4.52K -60 -2%
CS
204
Comerica Securities
Michigan
$259K -$317K -4,196 -55%
CAG
205
Csenge Advisory Group
Florida
$255K -$11.5K -153 -4%
EH
206
Equitable Holdings
New York
$251K -$30.8K -408 -11%
FPCP
207
Fort Point Capital Partners
California
$251K -$7.55K -100 -3%
WHC
208
Wulff, Hansen & Co
California
$248K -$62.3K -825 -20%
WTC
209
WhitTier Trust Company
Nevada
$242K – – –
MCC
210
Money Concepts Capital
Florida
$241K +$141K +1,864 +140%
VPP
211
Vertex Planning Partners
Illinois
$238K +$238K +3,150 New
CIC
212
Carnegie Investment Counsel
Ohio
$235K – – –
JIP
213
Jaffetilchin Investment Partners
Florida
$235K – – –
VAFP
214
Vahanian & Associates Financial Planning
New York
$234K – – –
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$231K -$5.06K -67 -2%
GC
216
Giverny Capital
Quebec, Canada
$230K -$4.45K -59 -2%
VP
217
Verum Partners
North Carolina
$226K +$226K +3,000 New
Barclays
218
Barclays
United Kingdom
$226K +$226K +3,000 New
SMC
219
Smith, Moore & Co
Missouri
$224K – – –
AIC
220
Archer Investment Corporation
Indiana
$223K – – –
KCFA
221
Key Client Fiduciary Advisors
New Jersey
$219K -$4.6K -61 -2%
WA
222
WP Advisors
California
$217K +$217K +2,879 New
V
223
Veritable
Delaware
$216K +$216K +2,860 New
YIA
224
YHB Investment Advisors
Connecticut
$215K -$12.1K -160 -5%
IAG
225
Investment Advisory Group
Massachusetts
$212K +$212K +2,808 New
7 8
9
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