IYF icon

iShares US Financials ETF

210 hedge funds and large institutions have $568M invested in iShares US Financials ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 88 reducing their positions, and 80 closing their positions.

Holders
210
Holders Change
-69
Holders Change %
-24.73%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
44
Reduced
88
Closed
80
Calls
$2.92M
Puts
$1M
Net Calls
+$1.92M
Net Calls Change
+$2M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$128M 1,317,505 +134,864 +11%
Goldman Sachs
2
Goldman Sachs
New York
$59M 606,644 +337,148 +125%
Morgan Stanley
3
Morgan Stanley
New York
$52M 534,757 +29,519 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$45.1M 463,678 -51,394 -10%
UBS Group
5
UBS Group
Switzerland
$22.3M 228,766 -35,217 -13%
Wells Fargo
6
Wells Fargo
California
$17.8M 183,110 -21,954 -11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.6M 160,475 +3,881 +2%
LPL Financial
8
LPL Financial
California
$13.7M 141,009 -74,823 -35%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.7M 119,779 +14,769 +14%
SC
10
Scotia Capital
Ontario, Canada
$9.2M 94,615 -7,002 -7%
SCA
11
Stillwater Capital Advisors
Pennsylvania
$8.22M 84,444 +2,581 +3%
Ameriprise
12
Ameriprise
Minnesota
$8.16M 81,894 -26,940 -25%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.85M 80,719 +76,293 +1,724%
PP
14
Patten & Patten
Tennessee
$7.18M 73,831 -6,586 -8%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.17M 73,699 -1,076 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.82M 70,102 -10,636 -13%
VWM
17
Venturi Wealth Management
Texas
$6.56M 67,416 +67,416 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.47M 66,476 -17,729 -21%
RJA
19
Raymond James & Associates
Florida
$5.48M 56,308 -38,103 -40%
Stifel Financial
20
Stifel Financial
Missouri
$5.03M 51,766 +5,968 +13%
CL
21
CIM LLC
New York
$4.05M 41,645 -47 -0.1%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$3.79M 39,000 -861,000 -96%
OIA
23
OneDigital Investment Advisors
Kansas
$3.59M 36,872 +4,269 +13%
UCFA
24
United Capital Financial Advisors
Texas
$3.48M 35,784 -4,374 -11%
HF
25
HRT Financial
New York
$3.48M 35,784 +35,784 New