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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$187M 2,212,914 +259,759 +13%
Morgan Stanley
2
Morgan Stanley
New York
$122M 1,446,842 -97,685 -6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$63.1M 746,777 +60,198 +9%
Wells Fargo
4
Wells Fargo
California
$51.6M 610,124 +75,945 +14%
Goldman Sachs
5
Goldman Sachs
New York
$48.4M 572,214 -17,343 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$42.8M 505,780 -6,392 -1%
LPL Financial
7
LPL Financial
California
$37.8M 447,205 +56,893 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$31.8M 375,730 -54,692 -13%
Ameriprise
9
Ameriprise
Minnesota
$27.9M 330,643 +129,189 +64%
UBS Group
10
UBS Group
Switzerland
$27.8M 329,213 +5,355 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$20.7M 244,405 +30,759 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18M 212,745 +8,416 +4%
SCA
13
Stillwater Capital Advisors
Pennsylvania
$17.8M 210,117 +35,802 +21%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$17.4M 206,289 +29,490 +17%
MFG
15
Magnus Financial Group
New York
$15.6M 184,312 +13,096 +8%
SC
16
Scotia Capital
Ontario, Canada
$13M 153,507 -9,067 -6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$12.5M 148,232 +104,457 +239%
RJA
18
Raymond James & Associates
Florida
$12.1M 142,602 -13,849 -9%
PP
19
Patten & Patten
Tennessee
$11.8M 139,549 -242 -0.2%
KWA
20
Kellett Wealth Advisors
Ohio
$11.4M 134,702 +12,617 +10%
Stifel Financial
21
Stifel Financial
Missouri
$10.6M 125,734 +9,073 +8%
CAN
22
Cetera Advisor Networks
California
$9.54M 112,861 +28,672 +34%
Truist Financial
23
Truist Financial
North Carolina
$9.05M 107,016 +48,979 +84%
Osaic Holdings
24
Osaic Holdings
Arizona
$9.04M 108,879 -16,678 -13%
GWM
25
GDS Wealth Management
Texas
$8.99M 110,323 +4,535 +4%
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