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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M 1,987,411 -67,578 -3%
Bank of America
2
Bank of America
North Carolina
$173M 1,666,682 +25,280 +2%
Morgan Stanley
3
Morgan Stanley
New York
$133M 1,283,510 +34,850 +3%
PF
4
Phoenix Financial
Israel
$124M 1,196,572 – –
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M 769,351 +170,769 +29%
Goldman Sachs
6
Goldman Sachs
New York
$74.5M 717,312 +41,820 +6%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$68.2M 656,408 +645,258 +5,787%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$66.2M 637,483 -33,993 -5%
Fidelity International
9
Fidelity International
Bermuda
$54.7M 526,025 +526,025 New
LPL Financial
10
LPL Financial
California
$52.7M 506,919 +31,027 +7%
PCH
11
PGIM Custom Harvest
New Jersey
$50.1M 481,742 +37,876 +9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$44.7M 431,608 +377,999 +705%
UBS Group
13
UBS Group
Switzerland
$38.9M 374,666 +7,427 +2%
Wells Fargo
14
Wells Fargo
California
$32.9M 316,460 +24,914 +9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$32.7M 314,680 -10,476 -3%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$27.1M 262,075 +262,075 New
WT
17
Washington Trust
Rhode Island
$25.6M 246,069 -2,081 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$22.2M 213,474 +9,538 +5%
MFG
19
Magnus Financial Group
New York
$19.6M 188,646 +4,826 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$16.8M 161,782 -3,096 -2%
SC
21
Scotia Capital
Ontario, Canada
$16.6M 159,891 +10,205 +7%
GWM
22
GDS Wealth Management
Texas
$15.3M 147,226 -531 -0.4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.7M 131,395 +5,543 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13M 125,179 +17,454 +16%
AWM
25
Apollon Wealth Management
South Carolina
$12.9M 124,235 +114,383 +1,161%
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