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iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
226
Evensky & Katz
Florida
$2K – – –
SIS
227
Sound Income Strategies
Florida
$2K +$2K +42 New
GT
228
Glenmede Trust
Pennsylvania
$163 +$163 +3,072 New
CF
229
Centaurus Financial
California
$1 +$1 +264 +13,200%
GC
230
Grimes & Company
Massachusetts
– -$13.2M -216,546 Closed
Capital Fund Management (CFM)
231
Capital Fund Management (CFM)
France
– -$8.14M -134,036 Closed
Neuberger Berman Group
232
Neuberger Berman Group
New York
– -$3.14M -51,692 Closed
FTS
233
Fifth Third Securities
Ohio
– -$1.76M -29,036 Closed
CWA
234
Clarus Wealth Advisors
Arizona
– -$1.36M -22,406 Closed
MCM
235
Maryland Capital Management
Maryland
– -$1.08M -17,784 Closed
TAMH
236
Taikang Asset Management (HK)
Hong Kong
– -$631K -10,396 Closed
DADC
237
D.A. Davidson & Co
Montana
– -$561K -9,242 Closed
Two Sigma Advisers
238
Two Sigma Advisers
New York
– -$522K -8,600 Closed
CAN
239
Cetera Advisor Networks
California
– -$389K -6,376 Closed
CIC
240
Carnegie Investment Counsel
Ohio
– -$325K -5,514 Closed
Baird Financial Group
241
Baird Financial Group
Wisconsin
– -$334K -5,498 Closed
AWM
242
AE Wealth Management
Kansas
– -$314K -5,176 Closed
Wolverine Trading
243
Wolverine Trading
Illinois
– -$281K -4,624 Closed
Prudential Financial
244
Prudential Financial
New Jersey
– -$269K -4,424 Closed
BRWA
245
B. Riley Wealth Advisors
Florida
– -$265K -4,346 Closed
WI
246
Wintrust Investments
Illinois
– -$257K -4,232 Closed
SS
247
Sunbelt Securities
Texas
– -$246K -4,048 Closed
CAM
248
Carret Asset Management
New York
– -$228K -3,750 Closed
CL
249
CPWM LLC
Washington
– -$223K -3,668 Closed
FHC
250
First Heartland Consultants
Missouri
– -$221K -3,646 Closed
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10
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