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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B 17,042 +1,417 +9%
Fisher Asset Management
2
Fisher Asset Management
Washington
$210M 1,903,513 -83,898 -4%
Bank of America
3
Bank of America
North Carolina
$188M 1,698,803 +32,121 +2%
Morgan Stanley
4
Morgan Stanley
New York
$150M 1,354,044 +70,534 +5%
PF
5
Phoenix Financial
Israel
$132M 1,196,572 – –
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$124M 1,118,327 +856,252 +327%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$113M 1,023,916 +367,508 +56%
Goldman Sachs
8
Goldman Sachs
New York
$91.2M 824,632 +107,320 +15%
LPL Financial
9
LPL Financial
California
$75M 678,478 +171,559 +34%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$72.2M 652,991 +221,383 +51%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$71.2M 643,778 +6,295 +1%
PCH
12
PGIM Custom Harvest
New Jersey
$56.5M 510,571 +28,829 +6%
Wells Fargo
13
Wells Fargo
California
$54.8M 495,995 +179,535 +57%
UBS Group
14
UBS Group
Switzerland
$44.4M 401,151 +26,485 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$34.3M 310,388 -4,292 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$26.7M 241,559 +118,180 +96%
WT
17
Washington Trust
Rhode Island
$26.5M 239,746 -6,323 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24.2M 218,511 +5,037 +2%
MFG
19
Magnus Financial Group
New York
$21.4M 193,219 +4,573 +2%
MWM
20
MinichMacGregor Wealth Management
New York
$20M 181,005 +87,248 +93%
Raymond James Financial
21
Raymond James Financial
Florida
$19.5M 176,119 +176,119 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$18.6M 167,944 +36,549 +28%
Osaic Holdings
23
Osaic Holdings
Arizona
$18.4M 166,272 +4,490 +3%
SC
24
Scotia Capital
Ontario, Canada
$17.9M 161,422 +1,531 +1%
KAS
25
Kestra Advisory Services
Texas
$17.5M 158,074 +48,383 +44%
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