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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$135M 1,902,168 -19,143 -1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$115M 1,622,360 +123,779 +8%
Morgan Stanley
3
Morgan Stanley
New York
$87.4M 1,228,440 -73,574 -6%
Goldman Sachs
4
Goldman Sachs
New York
$50.5M 709,739 -22,062 -3%
Wells Fargo
5
Wells Fargo
California
$31.3M 440,160 -837 -0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$29.2M 410,423 -28,784 -7%
LPL Financial
7
LPL Financial
California
$26.8M 377,139 -5,857 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$26.1M 367,547 -28,461 -7%
UBS Group
9
UBS Group
Switzerland
$24.7M 346,699 -9,759 -3%
Ameriprise
10
Ameriprise
Minnesota
$23M 322,576 +5,693 +2%
SCA
11
Stillwater Capital Advisors
Pennsylvania
$14.6M 205,289 +1,552 +0.8%
PCH
12
PGIM Custom Harvest
New Jersey
$14.5M 203,694 +60,069 +42%
MFG
13
Magnus Financial Group
New York
$12.1M 170,656 +6,643 +4%
SC
14
Scotia Capital
Ontario, Canada
$10.4M 146,845 -365 -0.2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.85M 138,399 -89,077 -39%
GWM
16
GDS Wealth Management
Texas
$9.67M 135,877 +3,816 +3%
PP
17
Patten & Patten
Tennessee
$9.42M 132,363 -1,816 -1%
RJA
18
Raymond James & Associates
Florida
$9.34M 131,233 -2,540 -2%
UCFA
19
United Capital Financial Advisors
Texas
$8.2M 115,262 -1,018 -0.9%
CAN
20
Cetera Advisor Networks
California
$8.07M 113,496 -4,706 -4%
OIA
21
OneDigital Investment Advisors
Kansas
$7.83M 110,126 +22,072 +25%
XF
22
XML Financial
Maryland
$6.97M 97,959 +5,749 +6%
CG
23
Colony Group
Massachusetts
$6.47M 90,936 -5,450 -6%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.12M 86,010 -16,683 -16%
E
25
ETFidea
New York
$5.86M 82,319 +392 +0.5%
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