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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
201
Raymond James Trust
Florida
$341K -$7.27K -76 -2%
MWM
202
Meridian Wealth Management
Kentucky
$340K -$22K -230 -6%
NP
203
NorthRock Partners
Minnesota
$340K – – –
AWA
204
Arkadios Wealth Advisors
Georgia
$338K -$25.2K -263 -7%
FPCP
205
Fort Point Capital Partners
California
$332K -$2.87K -30 -0.9%
PIN
206
Prudent Investors Network
California
$331K +$331K +3,463 New
CIA
207
Capital Investment Advisors
Georgia
$331K -$44K -460 -12%
CAGAS
208
Capital Advisory Group Advisory Services
Minnesota
$329K -$59.8K -625 -15%
ZIMP
209
Zimmermann Investment Management & Planning
Pennsylvania
$328K -$143K -1,500 -30%
DADC
210
D.A. Davidson & Co
Montana
$323K -$2.49K -26 -0.8%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$320K – – –
DAS
212
Dynamic Advisor Solutions
Arizona
$318K -$302K -3,153 -49%
MLIC
213
Mandatum Life Insurance Company
Finland
$317K – – –
FMC
214
First Merchants Corp
Indiana
$316K – – –
CAG
215
Csenge Advisory Group
Florida
$311K -$6.89K -72 -2%
EDRH
216
Edmond de Rothschild Holding
Switzerland
$310K – – –
VPP
217
Vertex Planning Partners
Illinois
$306K – – –
WTC
218
WhitTier Trust Company
Nevada
$306K – – –
SA
219
SpiderRock Advisors
Delaware
$305K +$305K +3,300 New
AF
220
Apollon Financial
South Carolina
$304K – – –
FFN
221
Focus Financial Network
Minnesota
$304K -$540 -6 -0.2%
STA
222
Summit Trail Advisors
New York
$300K – – –
JIP
223
Jaffetilchin Investment Partners
Florida
$297K – – –
VA
224
Valmark Advisers
Ohio
$297K -$9.85K -103 -3%
JSL
225
JT Stratford LLC
Georgia
$294K -$68.1K -712 -19%
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9
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