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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
201
Whitener Capital Management
North Carolina
$284K +$41.5K +486 +17%
MLIC
202
Mandatum Life Insurance Company
Finland
$283K -$92.6K -1,084 -25%
FMC
203
First Merchants Corp
Indiana
$282K – – –
Pathstone Holdings
204
Pathstone Holdings
New Jersey
$282K +$282K +3,303 New
EDRH
205
Edmond de Rothschild Holding
Switzerland
$277K – – –
VA
206
Valmark Advisers
Ohio
$274K +$1.45K +17 +0.5%
VPP
207
Vertex Planning Partners
Illinois
$273K – – –
IWC
208
Integrated Wealth Concepts
Massachusetts
$273K -$4.27K -50 -2%
WTC
209
WhitTier Trust Company
Nevada
$273K – – –
AF
210
Apollon Financial
South Carolina
$272K +$272K +3,179 New
STA
211
Summit Trail Advisors
New York
$268K -$12.8K -150 -5%
JIP
212
Jaffetilchin Investment Partners
Florida
$265K – – –
IAS
213
Insigneo Advisory Services
Florida
$262K – – –
KNW
214
Kesler Norman & Wride
Utah
$261K +$261K +3,060 New
CWM
215
Cahaba Wealth Management
Georgia
$259K +$2.56K +30 +1%
TI
216
Trexquant Investment
Connecticut
$257K +$3.84K +45 +2%
VP
217
Verum Partners
North Carolina
$256K – – –
SMC
218
Smith, Moore & Co
Missouri
$253K – – –
AIC
219
Archer Investment Corporation
Indiana
$253K – – –
KCFA
220
Key Client Fiduciary Advisors
New Jersey
$250K +$1.62K +19 +0.7%
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$250K -$47.5K -556 -16%
MOS
222
MGO One Seven
Ohio
$243K +$243K +2,840 New
IAG
223
Investment Advisory Group
Massachusetts
$240K +$171 +2 +0.1%
TSWM
224
Tyler-Stone Wealth Management
Ohio
$240K +$1.45K +17 +0.6%
CAM
225
Carret Asset Management
New York
$239K -$3.42K -40 -1%
7 8
9
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