CreativeOne Wealth LLC Increases Stock Holdings in iShares U.S. Financials ETF (NYSEARCA:IYF)

CreativeOne Wealth LLC boosted its position in iShares U.S. Financials ETF (NYSEARCA:IYF) by 98.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,263 shares of the company’s stock after buying an additional 2,610 shares during the period. CreativeOne Wealth LLC’s holdings in iShares U.S. Financials ETF were worth $547,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Bogart Wealth LLC grew its position in iShares U.S. Financials ETF by 34.2% during the 3rd quarter. Bogart Wealth LLC now owns 416 shares of the company’s stock worth $43,000 after purchasing an additional 106 shares during the period. Somerset Group LLC raised its position in iShares U.S. Financials ETF by 0.5% during the second quarter. Somerset Group LLC now owns 22,995 shares of the company’s stock valued at $2,175,000 after acquiring an additional 114 shares in the last quarter. Larson Financial Group LLC lifted its holdings in iShares U.S. Financials ETF by 5.0% in the second quarter. Larson Financial Group LLC now owns 2,623 shares of the company’s stock valued at $248,000 after acquiring an additional 124 shares during the period. Concourse Financial Group Securities Inc. boosted its position in iShares U.S. Financials ETF by 26.5% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 879 shares of the company’s stock worth $91,000 after purchasing an additional 184 shares in the last quarter. Finally, HCR Wealth Advisors grew its stake in shares of iShares U.S. Financials ETF by 5.0% during the 3rd quarter. HCR Wealth Advisors now owns 4,124 shares of the company’s stock worth $429,000 after purchasing an additional 195 shares during the period.

iShares U.S. Financials ETF Price Performance

NYSEARCA:IYF opened at $119.05 on Monday. The company has a 50 day moving average price of $109.72 and a 200-day moving average price of $102.15. iShares U.S. Financials ETF has a 1-year low of $79.83 and a 1-year high of $119.90. The firm has a market cap of $3.30 billion, a price-to-earnings ratio of 16.14 and a beta of 0.84.

About iShares U.S. Financials ETF

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.