IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
PCH
3
PGIM Custom Harvest
New Jersey
$10.8M
4
CG
4
Colony Group
Massachusetts
$7.27M
5
TBC
5
Ted Buchan & Co
California
$5.37M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$145M 1,921,311 -43,529 -2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M 1,498,581 +187,220 +14%
Morgan Stanley
3
Morgan Stanley
New York
$98.3M 1,302,014 -27,124 -2%
Goldman Sachs
4
Goldman Sachs
New York
$55.2M 731,801 +11,570 +2%
Wells Fargo
5
Wells Fargo
California
$33.3M 440,997 -41,875 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$33.1M 439,207 -38,448 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.9M 396,008 -11,148 -3%
LPL Financial
8
LPL Financial
California
$28.9M 382,996 -45,919 -11%
UBS Group
9
UBS Group
Switzerland
$26.9M 356,458 -66,252 -16%
Ameriprise
10
Ameriprise
Minnesota
$23.9M 316,883 +26,892 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$17.2M 227,476 +43,398 +24%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$17.1M 226,945 +226,945 New
SCA
13
Stillwater Capital Advisors
Pennsylvania
$15.4M 203,737 +2,081 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.7M 180,867 +630 +0.3%
MFG
15
Magnus Financial Group
New York
$12.4M 164,013 -12,973 -7%
SC
16
Scotia Capital
Ontario, Canada
$11.1M 147,210 -5,140 -3%
PCH
17
PGIM Custom Harvest
New Jersey
$10.8M 143,625 +143,625 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.8M 142,929 -53,851 -27%
PP
19
Patten & Patten
Tennessee
$10.1M 134,179 -645 -0.5%
RJA
20
Raymond James & Associates
Florida
$10.1M 133,773 -2,019 -1%
GWM
21
GDS Wealth Management
Texas
$9.97M 132,061 +5,847 +5%
CAN
22
Cetera Advisor Networks
California
$8.92M 118,202 -2,276 -2%
UCFA
23
United Capital Financial Advisors
Texas
$8.78M 116,280 +8,361 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$7.75M 102,693 -922 -0.9%
CG
25
Colony Group
Massachusetts
$7.27M 96,386 +96,386 New
1
2 3 4 5