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iShares US Financials ETF
IYF

Overview Fund Activity

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M

Top Buyers

1
WT
1
Washington Trust
Rhode Island
$20.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$131M
3
FCFC
3
First Citizens Financial Corp
Iowa
$5.56M
4
KAS
4
Kestra Advisory Services
Texas
$3.67M
5
VCM
5
Virtue Capital Management
Tennessee
$1.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$129M
2
SCA
2
Stillwater Capital Advisors
Pennsylvania
$4.63M
3
CG
3
Colony Group
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$18.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$131M 1,754,983 +132,623 +8%
Bank of America
2
Bank of America
North Carolina
$129M 1,735,047 -167,121 -9%
Morgan Stanley
3
Morgan Stanley
New York
$90M 1,206,697 -21,743 -2%
Goldman Sachs
4
Goldman Sachs
New York
$50.3M 674,294 -35,445 -5%
Wells Fargo
5
Wells Fargo
California
$33.3M 446,612 +6,452 +1%
LPL Financial
6
LPL Financial
California
$27.1M 363,201 -13,938 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$27.1M 362,608 -47,815 -12%
UBS Group
8
UBS Group
Switzerland
$25.7M 344,349 -2,350 -0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$22.8M 304,919 -62,628 -17%
WT
10
Washington Trust
Rhode Island
$20.5M 274,461 +212,374 +342%
Ameriprise
11
Ameriprise
Minnesota
$18.6M 250,051 -72,525 -22%
MFG
12
Magnus Financial Group
New York
$12.9M 172,313 +1,657 +1%
PCH
13
PGIM Custom Harvest
New Jersey
$12.6M 168,575 -35,119 -17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11M 148,032 -27,971 -16%
SC
15
Scotia Capital
Ontario, Canada
$10.9M 145,473 -1,372 -0.9%
GWM
16
GDS Wealth Management
Texas
$10.7M 143,756 +7,879 +6%
PP
17
Patten & Patten
Tennessee
$9.61M 128,863 -3,500 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9.28M 124,443 -13,956 -10%
RJA
19
Raymond James & Associates
Florida
$8.71M 116,776 -14,457 -11%
UCFA
20
United Capital Financial Advisors
Texas
$8.55M 114,662 -600 -0.5%
OIA
21
OneDigital Investment Advisors
Kansas
$8.27M 110,860 +734 +0.7%
CAN
22
Cetera Advisor Networks
California
$8.22M 110,187 -3,309 -3%
XF
23
XML Financial
Maryland
$7.48M 100,229 +2,270 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.69M 89,585 +3,575 +4%
E
25
ETFidea
New York
$6.29M 84,278 +1,959 +2%
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