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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$205M 2,141,695 -55,898 -3%
Bank of America
2
Bank of America
North Carolina
$160M 1,673,400 +76,873 +5%
PF
3
Phoenix Financial
Israel
$120M 1,254,000 +1,254,000 New
Morgan Stanley
4
Morgan Stanley
New York
$114M 1,191,038 -1,115,330 -48%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$82.2M 859,016 +844,266 +5,724%
Goldman Sachs
6
Goldman Sachs
New York
$65.6M 685,312 +9,007 +1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$64.1M 670,627 +16,492 +3%
Fidelity International
8
Fidelity International
Bermuda
$38.9M 406,580 +406,580 New
LPL Financial
9
LPL Financial
California
$37.6M 393,293 +44,130 +13%
UBS Group
10
UBS Group
Switzerland
$35.2M 367,660 -2,073 -0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$31.2M 326,688 -3,571 -1%
PCH
12
PGIM Custom Harvest
New Jersey
$31M 323,998 -15,245 -4%
Wells Fargo
13
Wells Fargo
California
$28.4M 296,641 -26,444 -8%
WT
14
Washington Trust
Rhode Island
$24.6M 256,799 +3,605 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.2M 200,806 -3,926 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$17.9M 186,794 +106,650 +133%
MFG
17
Magnus Financial Group
New York
$17.4M 181,836 +3,077 +2%
GWM
18
GDS Wealth Management
Texas
$14.2M 148,294 -2,428 -2%
SC
19
Scotia Capital
Ontario, Canada
$13.1M 137,325 -2,533 -2%
PP
20
Patten & Patten
Tennessee
$12.2M 127,930 +3,128 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.2M 127,413 -298 -0.2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$11.9M 124,382 +113,508 +1,044%
DZ Bank
23
DZ Bank
Germany
$11.3M 118,169 +118,169 New
KAS
24
Kestra Advisory Services
Texas
$11M 115,358 -3,560 -3%
CAN
25
Cetera Advisor Networks
California
$10.3M 107,218 -4,173 -4%
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