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iShares US Financials ETF
IYF

Overview Fund Activity

131 hedge funds and large institutions have $727M invested in iShares US Financials ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
47
Reduced
35
Closed
10
Calls
$7.85M
Puts
$6.24M
Net Calls
+$1.6M
Net Calls Change
-$3.11M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.3M
2
UCFA
2
United Capital Financial Advisors
Texas
$24.8M
3
LPL Financial
3
LPL Financial
California
$29.4M
4
QA
4
Quantitative Advantage
Minnesota
$11.2M
5
AssetMark Inc
5
AssetMark Inc
California
$86.6M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$31.5M
3
BA
3
BlackRock Advisors
Delaware
$107M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$6.14M 73,336 +10,700 +17%
JIP
27
Jaffetilchin Investment Partners
Florida
$5.2M 62,050 +2,015 +3%
RJA
28
Raymond James & Associates
Florida
$5.05M 60,368 -23,867 -28%
TH
29
Timber Hill
Connecticut
$4.78M 57,087 +28,188 +98%
BlackRock
30
BlackRock
New York
$4.4M 52,556 +5,183 +11%
Ameriprise
31
Ameriprise
Minnesota
$4.02M 48,020 -2,744 -5%
PAA
32
Peregrine Asset Advisers
Oregon
$3.84M 45,826 +45,826 New
SCA
33
Stillwater Capital Advisors
Pennsylvania
$3.69M 44,098 +4,683 +12%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$2.74M 32,741 +984 +3%
PWW
35
Pettyjohn Wood & White
Virginia
$2.62M 31,325 +450 +1%
IFWM
36
Institute for Wealth Management
Colorado
$2.52M 30,094 -4,739 -14%
GH
37
GAM Holding
Switzerland
$2.51M 30,000 – –
NPC
38
National Planning Corporation
California
$2.47M 29,343 +26,620 +978%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.34M 27,903 +7,970 +40%
PAS
40
Partnervest Advisory Services
California
$2.31M 27,584 +3,239 +13%
Deutsche Bank
41
Deutsche Bank
Germany
$2.28M 27,283 +571 +2%
FAAS
42
First Allied Advisory Services
California
$2.26M 26,944 +15,753 +141%
MAS
43
Madden Advisory Services
Florida
$2.16M 25,735 – –
SG
44
Somerset Group
Minnesota
$2.04M 24,329 – –
CC
45
Callan Capital
California
$1.9M 22,634 -1,213 -5%
PI
46
Placemark Investments
Illinois
$1.83M 21,832 +6,342 +41%
AIG
47
American International Group
New York
$1.7M 20,306 +16,335 +411%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.68M 20,075 +4,512 +29%
KAM
49
Keeley Asset Management
Illinois
$1.57M 18,714 +6,502 +53%
AW
50
ACG Wealth
Georgia
$1.51M 18,025 -13,806 -43%
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