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iShares US Financials ETF
IYF

Overview Fund Activity

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$173M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$158M
3
PCH
PGIM Custom Harvest
New Jersey
+$15.6M
4
Goldman Sachs
Goldman Sachs
New York
+$11.9M
5
PFS
Prospera Financial Services
Texas
+$10.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$119M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$40.9M
3
WT
Washington Trust
Rhode Island
-$18M
4
Bank of America
Bank of America
North Carolina
-$16M
5
GWM
GDS Wealth Management
Texas
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
201
Moloney Securities Asset Management
Missouri
$514K -$9.12M -80,799 -95%
CFS
202
Commonwealth Financial Services
West Virginia
$502K +$226 +2 +0%
UIM
203
Unified Investment Management
Georgia
$500K – – –
CAM
204
Creekmur Asset Management
Illinois
$499K +$451 +4 +0.1%
BlackRock
205
BlackRock
New York
$498K -$20K -177 -4%
CVA
206
Central Valley Advisors
California
$497K -$223K -1,974 -31%
P
207
&Partners
Tennessee
$494K +$126K +1,129 +34%
LL
208
LPWM LLC
Minnesota
$493K – – –
LI
209
LRI Investments
Florida
$490K – – –
RSF
210
Rik Saylor Financial
Ohio
$487K +$226 +2 +0%
SFPG
211
Stonebridge Financial Planning Group
Florida
$487K -$19.5K -173 -4%
IWC
212
Integrated Wealth Concepts
Massachusetts
$483K +$152K +1,343 +46%
PCA
213
Prosperity Capital Advisors
Ohio
$482K +$482K +4,274 New
M&T Bank
214
M&T Bank
New York
$482K -$3.61K -32 -0.7%
Wolverine Trading
215
Wolverine Trading
Illinois
$470K +$470K +4,207 New
SWA
216
SOA Wealth Advisors
New York
$470K +$1.47K +13 +0.3%
SWP
217
Stratos Wealth Partners
Ohio
$466K -$276K -2,443 -37%
CWP
218
CFM Wealth Partners
Texas
$465K – – –
CPA
219
Cathy Pareto & Associates
Florida
$462K +$462K +4,098 New
GT
220
Glenmede Trust
Pennsylvania
$462K – – –
SCA
221
Snowden Capital Advisors
New York
$453K -$47.4K -420 -9%
BDFN
222
Bond & Devick Financial Network
Minnesota
$447K +$19.3K +171 +5%
RFA
223
Rollins Financial Advisors
New York
$444K – – –
LF
224
Lighthouse Financial
Florida
$440K – – –
RWP
225
RWA Wealth Partners
Massachusetts
$440K – – –
7 8
9
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