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iShares US Financials ETF
IYF

Overview Fund Activity

231 hedge funds and large institutions have $711M invested in iShares US Financials ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+21
Holders Change %
+10%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
45
Increased
62
Reduced
74
Closed
23
Calls
$366K
Puts
$2.23M
Net Calls
-$1.86M
Net Calls Change
-$3.78M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.2M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$23.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$80.7M
4
CS
4
Credit Suisse
Switzerland
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36M
2
Bank of America
2
Bank of America
North Carolina
$138M
3
UBS Group
3
UBS Group
Switzerland
$18M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +48 New
RG
227
Retirement Group
California
$3K +$3K +48 New
CIAS
228
Capital Investment Advisory Services
North Carolina
$2K – – –
WCG
229
Weaver Consulting Group
California
$2K – – –
NSIM
230
North Star Investment Management
Illinois
$2K – – –
TFA
231
Transamerica Financial Advisors
Florida
$1K +$1K +8 New
WIM
232
Westside Investment Management
California
$11 – – –
VWM
233
Venturi Wealth Management
Texas
– -$6.56M -134,832 Closed
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
– -$3.79M -78,000 Closed
YIA
235
YHB Investment Advisors
Connecticut
– -$332K -31,850 Closed
CWM
236
Circle Wealth Management
New Jersey
– -$1.41M -29,000 Closed
Calamos Advisors
237
Calamos Advisors
Illinois
– -$1.22M -25,000 Closed
American Century Companies
238
American Century Companies
Missouri
– -$756K -15,542 Closed
FA
239
FCG Advisors
New Jersey
– -$756K -15,534 Closed
DY
240
Dowling & Yahnke
California
– -$485K -9,970 Closed
CIA
241
Choate Investment Advisors
Massachusetts
– -$414K -8,510 Closed
CG
242
Colony Group
Massachusetts
– -$301K -6,194 Closed
Capital Fund Management (CFM)
243
Capital Fund Management (CFM)
France
– -$292K -6,002 Closed
Northern Trust
244
Northern Trust
Illinois
– -$217K -4,466 Closed
AAMA
245
Advanced Asset Management Advisors
Ohio
– -$217K -4,462 Closed
AA
246
Advisory Alpha
Michigan
– -$70.3K -1,402 Closed
PMFA
247
Plante Moran Financial Advisors
Michigan
– -$49K -1,002 Closed
MWM
248
MBE Wealth Management
Wisconsin
– -$34K -700 Closed
ASN
249
Advisory Services Network
Georgia
– -$33K -678 Closed
M
250
MOTCO
Texas
– -$26K -536 Closed
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10
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