iShares U.S. Financials ETF $IYF Stock Holdings Increased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its holdings in shares of iShares U.S. Financials ETF (NYSEARCA:IYF) by 149.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,451 shares of the company’s stock after purchasing an additional 10,456 shares during the period. Cyndeo Wealth Partners LLC owned approximately 0.05% of iShares U.S. Financials ETF worth $2,250,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Ransom Advisory Ltd bought a new position in shares of iShares U.S. Financials ETF in the fourth quarter valued at $26,000. Financial Life Planners acquired a new position in shares of iShares U.S. Financials ETF in the 3rd quarter worth $27,000. BNP Paribas Financial Markets acquired a new position in shares of iShares U.S. Financials ETF in the 3rd quarter worth $34,000. Davis Capital Management acquired a new stake in shares of iShares U.S. Financials ETF during the third quarter worth $35,000. Finally, Newbridge Financial Services Group Inc. lifted its holdings in shares of iShares U.S. Financials ETF by 39.2% during the second quarter. Newbridge Financial Services Group Inc. now owns 465 shares of the company’s stock valued at $56,000 after purchasing an additional 131 shares during the last quarter.

iShares U.S. Financials ETF Stock Down 0.1%

NYSEARCA:IYF opened at $116.24 on Monday. iShares U.S. Financials ETF has a 1-year low of $95.34 and a 1-year high of $133.54. The firm has a market capitalization of $3.84 billion, a price-to-earnings ratio of 16.42 and a beta of 1.02. The stock has a fifty day simple moving average of $124.38 and a 200 day simple moving average of $125.32.

iShares U.S. Financials ETF Company Profile

iShares U.S. Financials ETF, formerly iShares Dow Jones U.S. Financial Sector Index Fund, seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Financials Index (the Index). The Index measures the performance of the financial sector of the United States equity market, and includes companies in industry groups, such as banks, non-life insurance, life insurance, real estate and general finance. The Company invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.