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iShares US Financials ETF
IYF

Overview Fund Activity

108 hedge funds and large institutions have $433M invested in iShares US Financials ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
38
Reduced
30
Closed
6
Calls
$5.95M
Puts
$571K
Net Calls
+$5.38M
Net Calls Change
+$4.53M

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$23.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.99M
5
Citigroup
5
Citigroup
New York
$7.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36M
2
CS
2
Credit Suisse
Switzerland
$6.66M
3
Barclays
3
Barclays
United Kingdom
$4.63M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.16M
5
DS
5
DRW Securities
Illinois
$255K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$4.61M 62,886 +26,942 +75%
LPL Financial
27
LPL Financial
California
$4.59M 61,114 +9,400 +18%
AAS
28
Annex Advisory Services
Wisconsin
$4.5M 61,410 +36,976 +151%
TH
29
Timber Hill
Connecticut
$3.99M 54,489 -7,330 -12%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$3.78M 51,572 +32,953 +177%
BTS
31
BB&T Securities
Virginia
$3.47M 4,739 +45 +1%
TRCT
32
Tower Research Capital (TRC)
New York
$2.98M 40,640 -5,190 -11%
GH
33
GAM Holding
Switzerland
$2.93M 40,000 +40,000 New
SG
34
Somerset Group
Minnesota
$2.83M 38,553 +1,438 +4%
PI
35
Placemark Investments
Illinois
$2.78M 37,869 -5,006 -12%
PWW
36
Pettyjohn Wood & White
Virginia
$2.34M 31,975 +400 +1%
JIP
37
Jaffetilchin Investment Partners
Florida
$2.34M 31,945 +16,879 +112%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$1.94M 26,508 -266 -1%
CC
39
Callan Capital
California
$1.85M 25,246 – –
PAS
40
Partnervest Advisory Services
California
$1.8M 24,535 +3,782 +18%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.77M 24,079 -22,706 -49%
BWM
42
Braver Wealth Management
Massachusetts
$1.7M 23,197 +3,284 +16%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.45M 19,832 +1,917 +11%
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$1.44M 19,573 +5,945 +44%
PFM
45
Parsec Financial Management
North Carolina
$1.27M 17,320 -1,245 -7%
Deutsche Bank
46
Deutsche Bank
Germany
$1.16M 15,817 -65,290 -80%
SNC
47
Stifel Nicolaus & Co
Missouri
$1.16M 15,806 +9,027 +133%
NCM
48
Narwhal Capital Management
Georgia
$975K 13,300 – –
KIA
49
KCM Investment Advisors
California
$911K 12,433 – –
SWM
50
Strategic Wealth Management
Washington
$838K 11,439 – –
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