IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$20.8M
2
Wells Fargo
2
Wells Fargo
California
$48.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$53.1M
4
PFS
4
Prospera Financial Services
Texas
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$102K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$156M 1,884,138 +5,201 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$119M 1,440,764 -193,800 -12%
Fisher Asset Management
3
Fisher Asset Management
Washington
$53.1M 643,178 +39,517 +7%
Wells Fargo
4
Wells Fargo
California
$48.1M 582,891 +48,324 +9%
Goldman Sachs
5
Goldman Sachs
New York
$48M 581,307 -98,069 -14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$42.7M 517,358 -4,270 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$31.6M 382,953 -400,154 -51%
LPL Financial
8
LPL Financial
California
$30.1M 364,050 +9,577 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$26.1M 316,488 +30,748 +11%
UBS Group
10
UBS Group
Switzerland
$25.5M 309,058 +10,843 +4%
Ameriprise
11
Ameriprise
Minnesota
$20.8M 251,638 +65,103 +35%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.9M 192,412 +8,077 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$15.5M 187,818 -79,449 -30%
SC
14
Scotia Capital
Ontario, Canada
$14.1M 170,274 +2,059 +1%
SCA
15
Stillwater Capital Advisors
Pennsylvania
$13.7M 166,503 -361 -0.2%
MFG
16
Magnus Financial Group
New York
$13M 157,580 +4,468 +3%
RJA
17
Raymond James & Associates
Florida
$12.4M 149,733 +7,588 +5%
PP
18
Patten & Patten
Tennessee
$11.7M 142,021 +1,087 +0.8%
BCM
19
Brookstone Capital Management
Illinois
$11.4M 134,852 -57,543 -30%
Osaic Holdings
20
Osaic Holdings
Arizona
$11.2M 135,433 +9,667 +8%
B
21
Barings
North Carolina
$9.93M 120,298 -74,254 -38%
Stifel Financial
22
Stifel Financial
Missouri
$9.58M 116,041 -4,834 -4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$9.55M 112,354 +13,501 +14%
CL
24
CIM LLC
New York
$8.8M 98,808 +860 +0.9%
UCFA
25
United Capital Financial Advisors
Texas
$7.62M 92,257 +9,006 +11%
1
2 3 4 5