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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
KWA
3
Kellett Wealth Advisors
Ohio
$10.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
5
GWM
5
GDS Wealth Management
Texas
$9.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$169M 1,953,155 +69,017 +4%
Prudential Financial
2
Prudential Financial
New Jersey
$159M 1,833,833 +1,826,575 +25,166%
Morgan Stanley
3
Morgan Stanley
New York
$134M 1,544,527 +103,763 +7%
Fisher Asset Management
4
Fisher Asset Management
Washington
$59.5M 686,579 +43,401 +7%
Goldman Sachs
5
Goldman Sachs
New York
$51.1M 589,557 +8,250 +1%
Wells Fargo
6
Wells Fargo
California
$46.3M 534,179 -48,712 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$44.4M 512,172 -5,186 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$37.3M 430,422 +47,469 +12%
LPL Financial
9
LPL Financial
California
$33.8M 390,312 +26,262 +7%
UBS Group
10
UBS Group
Switzerland
$28.1M 323,858 +14,800 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$18.5M 213,646 +21,234 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.7M 204,329 +16,511 +9%
Ameriprise
13
Ameriprise
Minnesota
$17.2M 201,454 -50,184 -20%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$15.3M 176,799 -139,689 -44%
SCA
15
Stillwater Capital Advisors
Pennsylvania
$15.1M 174,315 +7,812 +5%
MFG
16
Magnus Financial Group
New York
$14.8M 171,216 +13,636 +9%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$14.1M 162,988 +119,105 +271%
SC
18
Scotia Capital
Ontario, Canada
$14.1M 162,574 -7,700 -5%
RJA
19
Raymond James & Associates
Florida
$13.6M 156,451 +6,718 +4%
PP
20
Patten & Patten
Tennessee
$12.1M 139,791 -2,230 -2%
PWS
21
Paragon Wealth Strategies
Florida
$11.7M 134,774 +134,774 New
Osaic Holdings
22
Osaic Holdings
Arizona
$10.9M 125,557 -9,876 -7%
KWA
23
Kellett Wealth Advisors
Ohio
$10.6M 122,085 +122,085 New
Stifel Financial
24
Stifel Financial
Missouri
$10.1M 116,661 +620 +0.5%
GWM
25
GDS Wealth Management
Texas
$9.17M 105,788 +105,788 New
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