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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
201
Nova Wealth Management
Florida
$520K +$520K +4,699 New
VFA
202
Valeo Financial Advisors
Indiana
$520K +$109K +985 +27%
SC
203
Savant Capital
Illinois
$512K -$10.3K -93 -2%
GFP
204
Gryphon Financial Partners
Ohio
$510K +$38.9K +352 +8%
BlackRock
205
BlackRock
New York
$507K +$483K +4,368 +1,985%
DADC
206
D.A. Davidson & Co
Montana
$504K +$66.5K +601 +15%
SFPG
207
Stonebridge Financial Planning Group
Florida
$496K +$5.09K +46 +1%
CFS
208
Commonwealth Financial Services
West Virginia
$492K +$221 +2 +0%
SCA
209
Snowden Capital Advisors
New York
$491K -$961K -8,694 -66%
UIM
210
Unified Investment Management
Georgia
$490K +$490K +4,434 New
CAM
211
Creekmur Asset Management
Illinois
$488K +$442 +4 +0.1%
LL
212
LPWM LLC
Minnesota
$483K +$47.1K +426 +11%
FPCP
213
Fort Point Capital Partners
California
$482K +$9.95K +90 +2%
LI
214
LRI Investments
Florida
$480K – – –
NC
215
Napatree Capital
Rhode Island
$480K +$104K +939 +28%
RSF
216
Rik Saylor Financial
Ohio
$477K +$477K +4,315 New
M&T Bank
217
M&T Bank
New York
$475K +$3.54K +32 +0.7%
COCM
218
Charter Oak Capital Management
New Hampshire
$471K -$25.3K -229 -5%
CWA
219
Cascade Wealth Advisors
Washington
$466K -$137K -1,240 -23%
SWA
220
SOA Wealth Advisors
New York
$459K +$4.31K +39 +0.9%
VA
221
Valmark Advisers
Ohio
$458K +$46.7K +422 +11%
SS
222
Sunbelt Securities
Texas
$456K +$8.29K +75 +2%
CWP
223
CFM Wealth Partners
Texas
$456K – – –
GT
224
Glenmede Trust
Pennsylvania
$452K -$340K -3,072 -43%
WCM
225
Whitener Capital Management
North Carolina
$438K +$18.1K +164 +4%
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