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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$197M 2,306,368 +1,151,732 +100%
Fisher Asset Management
2
Fisher Asset Management
Washington
$188M 2,197,593 -43,920 -2%
Bank of America
3
Bank of America
North Carolina
$136M 1,596,527 +84,101 +6%
Goldman Sachs
4
Goldman Sachs
New York
$57.8M 676,305 -41,600 -6%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$55.9M 654,135 +249,307 +62%
UBS Group
6
UBS Group
Switzerland
$31.6M 369,733 +32,596 +10%
LPL Financial
7
LPL Financial
California
$29.8M 349,163 -32,068 -8%
PCH
8
PGIM Custom Harvest
New Jersey
$29M 339,243 +88,939 +36%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$28.2M 330,259 -4,575 -1%
Wells Fargo
10
Wells Fargo
California
$27.6M 323,085 -55,069 -15%
WT
11
Washington Trust
Rhode Island
$21.6M 253,194 -9,403 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.5M 204,732 -13,914 -6%
MFG
13
Magnus Financial Group
New York
$15.3M 178,759 +5,987 +3%
GWM
14
GDS Wealth Management
Texas
$12.9M 150,722 -763 -0.5%
SC
15
Scotia Capital
Ontario, Canada
$11.9M 139,858 -3,117 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.9M 127,711 -3,234 -2%
PP
17
Patten & Patten
Tennessee
$10.7M 124,802 -3,549 -3%
KAS
18
Kestra Advisory Services
Texas
$10.2M 118,918 +68,956 +138%
CAN
19
Cetera Advisor Networks
California
$9.51M 111,391 +691 +0.6%
XF
20
XML Financial
Maryland
$8.75M 102,479 +3,627 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.47M 99,135 -5,273 -5%
OIA
22
OneDigital Investment Advisors
Kansas
$8.42M 98,583 -1,450 -1%
E
23
ETFidea
New York
$7.66M 89,641 +5,389 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.64M 89,502 +21,387 +31%
UCFA
25
United Capital Financial Advisors
Texas
$7.61M 89,090 -26,523 -23%
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