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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
201
Rollins Financial Advisors
New York
$445K +$208 +2 +0%
M&T Bank
202
M&T Bank
New York
$443K – – –
FPCP
203
Fort Point Capital Partners
California
$443K +$82.2K +791 +23%
GFP
204
Gryphon Financial Partners
Ohio
$443K -$29.1K -280 -6%
SPIA
205
Steward Partners Investment Advisory
New York
$434K +$104 +1 +0%
HWA
206
HCR Wealth Advisors
California
$429K +$20.3K +195 +5%
CWP
207
CFM Wealth Partners
Texas
$428K – – –
SWA
208
SOA Wealth Advisors
New York
$427K -$1.97K -19 -0.5%
PWLP
209
Prio Wealth Limited Partnership
Massachusetts
$427K – – –
SS
210
Sunbelt Securities
Texas
$421K +$4.05K +39 +1%
SA
211
SpiderRock Advisors
Delaware
$414K +$71.5K +688 +21%
DADC
212
D.A. Davidson & Co
Montana
$411K +$31K +298 +8%
RWP
213
RWA Wealth Partners
Massachusetts
$405K – – –
LL
214
LPWM LLC
Minnesota
$405K – – –
DI
215
DAGCO Inc
Ohio
$401K – – –
WCM
216
Whitener Capital Management
North Carolina
$394K -$46K -443 -10%
BDFN
217
Bond & Devick Financial Network
Minnesota
$394K – – –
CIA
218
Capital Investment Advisors
Georgia
$392K +$312 +3 +0.1%
VA
219
Valmark Advisers
Ohio
$387K +$92.9K +894 +32%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$386K +$3.53K +34 +0.9%
VFA
221
Valeo Financial Advisors
Indiana
$386K +$386K +3,714 New
OC
222
Oppenheimer & Co
New York
$379K – – –
STA
223
Summit Trail Advisors
New York
$376K – – –
NP
224
NorthRock Partners
Minnesota
$369K – – –
MWM
225
Meridian Wealth Management
Kentucky
$361K +$361K +3,475 New
7 8
9
10 11