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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
LPL Financial
California
$45M
4
Morgan Stanley
Morgan Stanley
New York
$118M
5
MSAM
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
Fidelity International
Bermuda
$0
3
DZ Bank
DZ Bank
Germany
$239K
4
Fisher Asset Management
Fisher Asset Management
Washington
$194M
5
PF
Phoenix Financial
Israel
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$348K -$32.6K -345 -9%
DADC
202
D.A. Davidson & Co
Montana
$346K +$25.9K +274 +8%
OC
203
Oppenheimer & Co
New York
$345K – – –
STA
204
Summit Trail Advisors
New York
$342K +$45.8K +484 +15%
FFN
205
Focus Financial Network
Minnesota
$339K -$2.94K -29 -0.9%
RJT
206
Raymond James Trust
Florida
$337K – – –
NP
207
NorthRock Partners
Minnesota
$336K – – –
FPCP
208
Fort Point Capital Partners
California
$329K – – –
PIN
209
Prudent Investors Network
California
$321K -$6.9K -73 -2%
DWM
210
Dakota Wealth Management
Florida
$314K -$147K -1,550 -32%
FMC
211
First Merchants Corp
Indiana
$312K – – –
SA
212
SpiderRock Advisors
Delaware
$312K – – –
CAG
213
Csenge Advisory Group
Florida
$309K +$757 +8 +0.2%
CAGAS
214
Capital Advisory Group Advisory Services
Minnesota
$308K -$16.6K -175 -5%
EDRH
215
Edmond de Rothschild Holding
Switzerland
$306K – – –
MLIC
216
Mandatum Life Insurance Company
Finland
$304K -$9.65K -102 -3%
WTC
217
WhitTier Trust Company
Nevada
$303K – – –
VPP
218
Vertex Planning Partners
Illinois
$303K – – –
AF
219
Apollon Financial
South Carolina
$301K – – –
SIM
220
Stratos Investment Management
Ohio
$298K +$298K +3,151 New
IWC
221
Integrated Wealth Concepts
Massachusetts
$297K +$20.6K +218 +7%
JIP
222
Jaffetilchin Investment Partners
Florida
$295K +$946 +10 +0.3%
AB
223
Atlas Brown
Kentucky
$291K +$946 +10 +0.3%
CWM
224
Congress Wealth Management
Massachusetts
$291K +$2.36K +25 +0.8%
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$289K +$32.7K +346 +13%
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