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iShares US Financials ETF
IYF

Overview Fund Activity

127 hedge funds and large institutions have $650M invested in iShares US Financials ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
20
Increased
43
Reduced
32
Closed
19
Calls
$5.44M
Puts
$3.69M
Net Calls
+$1.75M
Net Calls Change
-$2.79M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
AssetMark Inc
2
AssetMark Inc
California
$116M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$29.4M
5
ACM
5
Aviance Capital Management
Florida
$11.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.4M
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
DWA
3
Dorsey Wright & Associates
California
$0
4
CS
4
Credit Suisse
Switzerland
$276K
5
CIM
5
Confluence Investment Management
Missouri
$6.76M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$4.72M 11,552 +1,284 +13%
JIP
27
Jaffetilchin Investment Partners
Florida
$4.56M 111,558 +7,076 +7%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$4.39M 107,422 -2,082 -2%
Ameriprise
29
Ameriprise
Minnesota
$3.98M 97,350 -60,444 -38%
IFWM
30
Institute for Wealth Management
Colorado
$3.89M 95,142 -7,888 -8%
GH
31
GAM Holding
Switzerland
$3.27M 80,000 +80,000 New
SCA
32
Stillwater Capital Advisors
Pennsylvania
$3.14M 76,830 +7,254 +10%
NPC
33
National Planning Corporation
California
$2.71M 65,860 +65,860 New
AW
34
ACG Wealth
Georgia
$2.65M 64,784 -1,708 -3%
PWW
35
Pettyjohn Wood & White
Virginia
$2.55M 62,250 +550 +0.9%
SG
36
Somerset Group
Minnesota
$2.17M 52,978 -13,638 -20%
MAS
37
Madden Advisory Services
Florida
$2.1M 51,370 +44,930 +698%
Deutsche Bank
38
Deutsche Bank
Germany
$2.07M 50,564 +22,190 +78%
PAS
39
Partnervest Advisory Services
California
$1.99M 48,688 +2,482 +5%
PI
40
Placemark Investments
Illinois
$1.87M 45,652 -32,066 -41%
TRCT
41
Tower Research Capital (TRC)
New York
$1.83M 44,808 +42,344 +1,719%
CC
42
Callan Capital
California
$1.81M 44,338 -5,010 -10%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.76M 42,934 +2,062 +5%
TH
44
Timber Hill
Connecticut
$1.72M 42,170 -51,992 -55%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.37M 33,480 +9,676 +41%
AI
46
Atria Investments
North Carolina
$1.14M 27,782 +9,796 +54%
Stifel Financial
47
Stifel Financial
Missouri
$1.11M 27,040 +27,040 New
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.04M 25,486 +5,334 +26%
KIA
49
KCM Investment Advisors
California
$1.02M 24,866 – –
SAM
50
Stringer Asset Management
Tennessee
$942K 23,044 -7,004 -23%
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