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iShares US Financials ETF
IYF

Overview Fund Activity

279 hedge funds and large institutions have $983M invested in iShares US Financials ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+56
Holders Change %
+25.11%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
79
Increased
58
Reduced
74
Closed
20
Calls
$785K
Puts
$868K
Net Calls
-$83K
Net Calls Change
-$148K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$124M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.5M
5
LPL Financial
5
LPL Financial
California
$29.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.85M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.6M
3
Barclays
3
Barclays
United Kingdom
$0
4
HNB
4
Huntington National Bank
Ohio
$4.02M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
226
Pacific Center for Financial Services
California
$40K – – –
JPLA
227
Joseph P. Lucia & Associates
New York
$39K +$27.4K +400 +235%
CWP
228
CFM Wealth Partners
Texas
$39K +$39K +560 New
M
229
MOTCO
Texas
$37K +$37K +536 New
US Bancorp
230
US Bancorp
Minnesota
$36K – – –
LGWM
231
Litman Gregory Wealth Management
California
$35K – – –
LFG
232
LifePlan Financial Group
Ohio
$33K – – –
NSIM
233
North Star Investment Management
Illinois
$33K – – –
RIA
234
RPG Investment Advisory
California
$33K +$27.4K +394 +493%
TF
235
TimeScale Financial
Massachusetts
$33K +$33K +486 New
FHA
236
First Horizon Advisors
Tennessee
$32K -$4.44K -66 -12%
FP
237
Financial Perspectives
Minnesota
$30.3K +$30.3K +440 New
ASN
238
Advisory Services Network
Georgia
$30K -$4.15K -60 -12%
PB
239
Pinnacle Bancorp
Nebraska
$29K – – –
VCP
240
Verus Capital Partners
Arizona
$29K +$29K +418 New
QCMC
241
Quantum Capital Management (California)
California
$28K – – –
SWM
242
Sugarloaf Wealth Management
Georgia
$26K +$26K +380 New
JSC
243
Jackson Square Capital
California
$23K +$23K +330 New
BAM
244
Barrett Asset Management
New York
$22K – – –
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K -$153K -2,184 -88%
BA
246
Ballast Advisors
Minnesota
$21K +$21K +304 New
CFFP
247
Center for Financial Planning
Michigan
$21K +$21K +310 New
GRP
248
Global Retirement Partners
California
$17K -$36.9K -542 -68%
SIC
249
Samalin Investment Counsel
New York
$17K +$17K +250 New
AWM
250
Atticus Wealth Management
Florida
$17K +$17K +250 New
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10
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