World Investment Advisors LLC lifted its position in iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 12.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,350 shares of the company’s stock after buying an additional 364 shares during the quarter. World Investment Advisors LLC’s holdings in iShares U.S. Financials ETF were worth $348,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also modified their holdings of IYF. Rothschild Investment LLC acquired a new stake in iShares U.S. Financials ETF in the 2nd quarter valued at approximately $25,000. Capital Performance Advisors LLP bought a new stake in shares of iShares U.S. Financials ETF in the third quarter valued at approximately $41,000. Bogart Wealth LLC grew its stake in shares of iShares U.S. Financials ETF by 34.2% in the third quarter. Bogart Wealth LLC now owns 416 shares of the company’s stock worth $43,000 after acquiring an additional 106 shares during the last quarter. Anchor Investment Management LLC increased its position in iShares U.S. Financials ETF by 320.0% during the third quarter. Anchor Investment Management LLC now owns 693 shares of the company’s stock worth $72,000 after acquiring an additional 528 shares during the period. Finally, Concourse Financial Group Securities Inc. raised its stake in iShares U.S. Financials ETF by 26.5% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 879 shares of the company’s stock valued at $91,000 after purchasing an additional 184 shares during the last quarter.
iShares U.S. Financials ETF Price Performance
Shares of iShares U.S. Financials ETF stock opened at $108.61 on Thursday. The company has a market cap of $3.01 billion, a PE ratio of 16.14 and a beta of 0.84. The firm has a fifty day moving average price of $112.66 and a two-hundred day moving average price of $103.89. iShares U.S. Financials ETF has a fifty-two week low of $83.28 and a fifty-two week high of $119.90.
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.
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