IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$151M 2,157,235 -55,679 -3%
Morgan Stanley
2
Morgan Stanley
New York
$92.5M 1,321,666 -125,176 -9%
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M 826,793 +80,016 +11%
Goldman Sachs
4
Goldman Sachs
New York
$41.4M 591,919 +19,705 +3%
Wells Fargo
5
Wells Fargo
California
$35.1M 501,649 -108,475 -18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$34.5M 492,743 -13,037 -3%
LPL Financial
7
LPL Financial
California
$33.8M 483,233 +36,028 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.4M 391,058 +15,328 +4%
UBS Group
9
UBS Group
Switzerland
$21.6M 309,098 -20,115 -6%
Ameriprise
10
Ameriprise
Minnesota
$20M 285,890 -44,753 -14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.7M 224,106 -20,299 -8%
SCA
12
Stillwater Capital Advisors
Pennsylvania
$15M 214,714 +4,597 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$13.7M 195,763 -16,982 -8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13.4M 191,348 -14,941 -7%
Prudential Financial
15
Prudential Financial
New Jersey
$13.2M 187,845 +107,770 +135%
MFG
16
Magnus Financial Group
New York
$12.3M 175,965 -8,347 -5%
Stifel Financial
17
Stifel Financial
Missouri
$10.9M 155,803 +30,069 +24%
SC
18
Scotia Capital
Ontario, Canada
$10.7M 152,673 -834 -0.5%
PP
19
Patten & Patten
Tennessee
$9.63M 137,649 -1,900 -1%
RJA
20
Raymond James & Associates
Florida
$9.58M 136,839 -5,763 -4%
GWM
21
GDS Wealth Management
Texas
$8.39M 119,868 +9,545 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.29M 118,347 +9,468 +9%
CAN
23
Cetera Advisor Networks
California
$8.14M 116,299 +3,438 +3%
CG
24
Colony Group
Massachusetts
$7.16M 102,346 +102,346 New
UCFA
25
United Capital Financial Advisors
Texas
$6.82M 97,387 -2,788 -3%
1
2 3 4 5