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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
201
Verum Partners
North Carolina
$213K – – –
SMC
202
Smith, Moore & Co
Missouri
$211K – – –
CIC
203
Carnegie Investment Counsel
Ohio
$211K -$10.7K -150 -5%
GCM
204
Gables Capital Management
Florida
$211K -$258K -3,620 -55%
AIC
205
Archer Investment Corporation
Indiana
$211K – – –
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$209K -$229K -3,222 -52%
KCFA
207
Key Client Fiduciary Advisors
New Jersey
$207K +$996 +14 +0.5%
GC
208
Giverny Capital
Quebec, Canada
$205K -$12.4K -174 -6%
YIA
209
YHB Investment Advisors
Connecticut
$205K +$1.78K +25 +0.9%
V
210
Veritable
Delaware
$203K – – –
PH
211
Pinnacle Holdings
Oklahoma
$174K – – –
1832 Asset Management
212
1832 Asset Management
Ontario, Canada
$160K -$16M -224,692 -99%
FAM
213
Family Asset Management
South Carolina
$157K +$65.3K +918 +71%
TWC
214
TD Waterhouse Canada
Ontario, Canada
$145K -$3.09K -40 -2%
SWM
215
Spire Wealth Management
Virginia
$145K +$126K +1,770 +676%
S
216
SignatureFD
Georgia
$142K +$2.92K +41 +2%
LFG
217
Larson Financial Group
Missouri
$141K +$6.76K +95 +5%
US Bancorp
218
US Bancorp
Minnesota
$140K -$16.9K -238 -11%
BTI
219
Blue Trust Inc
Georgia
$131K – – –
NFSG
220
Newbridge Financial Services Group
Florida
$127K +$71 +1 +0.1%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$110K -$14.1K -198 -11%
Franklin Resources
222
Franklin Resources
California
$107K – – –
AWM
223
AllSquare Wealth Management
New York
$94.9K – – –
SSB
224
Sandy Spring Bank
Maryland
$93K +$71 +1 +0.1%
FRA
225
Front Row Advisors
California
$88K -$13.9K -195 -14%
7 8
9
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