Bank Hapoalim BM’s iShares US Financials ETF IYF Stock Holding History

Bank Hapoalim BM’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-93,214	Closed	-$4.96M	–	174
2018 Q4	$4.96M	Hold	93,214	–	–	1.59%	22
2018 Q3	$5.66M	Buy	+93,214	New	+$5.71M	1.38%	22
2018 Q1	–	Sell	-171,068	Closed	-$10.2M	–	201
2017 Q4	$10.2M	Sell	171,068 -28,932	-14%	-$1.68M	2.24%	10
2017 Q3	$11.2M	Hold	200,000	–	–	2.55%	10
2017 Q2	$10.8M	Hold	200,000	–	–	2.56%	8
2017 Q1	$10.4M	Hold	200,000	–	–	2.45%	10
2016 Q4	$10.1M	Hold	200,000	–	–	2.71%	8
2016 Q3	$9M	Hold	200,000	–	–	2.12%	12
2016 Q2	$8.59M	Hold	200,000	–	–	2.01%	10
2016 Q1	$8.46M	Hold	200,000	–	–	2.01%	13
2015 Q4	$8.84M	Hold	200,000	–	–	2.01%	13
2015 Q3	$8.41M	Buy	+200,000	New	+$8.92M	1.96%	15

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Hapoalim BM's IYF Position: Q1 2019 in Review

Bank Hapoalim BM sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 93,214 shares — an estimated $4.96M sold.

Bank Hapoalim BM first reported a position in IYF in Q3 2015 and held it in 12 quarters. The position peaked at $11.2M in Q3 2017. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

Bank Hapoalim BM reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
Bank Hapoalim BM sold 93,214 iShares US Financials ETF shares in Q1 2019, an estimated $4.96M.
Bank Hapoalim BM first reported a position in iShares US Financials ETF in Q3 2015 and held it in 12 quarters.
Bank Hapoalim BM's iShares US Financials ETF position peaked at $11.2M in Q3 2017.
229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on Bank Hapoalim BM's 13F filing for Q1 2019, filed 7 May 2019.