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iShares US Financials ETF
IYF

Overview Fund Activity

210 hedge funds and large institutions have $568M invested in iShares US Financials ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 88 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-69
Holders Change %
-24.73%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
44
Reduced
88
Closed
80
Calls
$2.92M
Puts
$1M
Net Calls
+$1.92M
Net Calls Change
+$2M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$59M
2
Bank of America
2
Bank of America
North Carolina
$128M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.85M
4
VWM
4
Venturi Wealth Management
Texas
$6.56M
5
HF
5
HRT Financial
New York
$3.48M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.79M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
HW
3
Hamilton Wealth
California
$0
4
LPL Financial
4
LPL Financial
California
$13.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
– -$818K -11,802 Closed
FHC
227
First Heartland Consultants
Missouri
– -$765K -11,100 Closed
IAA
228
Independent Advisor Alliance
North Carolina
– -$726K -10,542 Closed
FMLI
229
Fukoku Mutual Life Insurance
Japan
– -$689K -10,000 Closed
OC
230
Oppenheimer & Co
New York
– -$602K -8,744 Closed
BRM
231
Boston Research & Management
Massachusetts
– -$595K -8,640 Closed
MWP
232
MYCIO Wealth Partners
Pennsylvania
– -$543K -7,876 Closed
NP
233
NorthRock Partners
Minnesota
– -$490K -7,112 Closed
RBCM
234
Raub Brock Capital Management
California
– -$468K -6,800 Closed
SS
235
Sunbelt Securities
Texas
– -$450K -6,528 Closed
CS
236
Comerica Securities
Michigan
– -$447K -6,484 Closed
WCM
237
WealthBridge Capital Management
Ohio
– -$415K -6,028 Closed
CAM
238
Cozad Asset Management
Illinois
– -$358K -5,200 Closed
HIS
239
Harvest Investment Services
Illinois
– -$349K -5,076 Closed
FFN
240
Focus Financial Network
Minnesota
– -$340K -4,934 Closed
PWAP
241
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$339K -4,900 Closed
CA
242
Calton & Associates
Florida
– -$332K -4,820 Closed
EE
243
EWG Elevate
California
– -$329K -4,782 Closed
SS
244
Simplicity Solutions
Minnesota
– -$327K -4,742 Closed
BFG
245
Barber Financial Group
Kansas
– -$301K -4,370 Closed
IFWM
246
Institute for Wealth Management
Colorado
– -$290K -4,204 Closed
RIA
247
Regal Investment Advisors
Michigan
– -$288K -4,188 Closed
TFCP
248
Twin Focus Capital Partners
Massachusetts
– -$276K -4,000 Closed
PWLP
249
Prio Wealth Limited Partnership
Massachusetts
– -$276K -4,000 Closed
LWP
250
Legacy Wealth Planning
Nevada
– -$272K -3,954 Closed
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