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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+32
Holders Change %
+24.43%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
45
Increased
51
Reduced
35
Closed
11
Calls
$3.34M
Puts
$5M
Net Calls
-$1.65M
Net Calls Change
-$3.25M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
BTS
3
BB&T Securities
Virginia
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
TFA
5
Transamerica Financial Advisors
Florida
$88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.12M
2
ACM
2
Aviance Capital Management
Florida
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.31M
5
TH
5
Timber Hill
Connecticut
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
26
Patten & Patten
Tennessee
$10.2M 112,975 +370 +0.3%
Ameriprise
27
Ameriprise
Minnesota
$10M 111,270 +63,250 +132%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$8.71M 96,515 -11,500 -11%
BCM
29
Brookstone Capital Management
Illinois
$8.22M 91,153 +91,153 New
CIM
30
Confluence Investment Management
Missouri
$7.8M 86,491 -6,318 -7%
LPL Financial
31
LPL Financial
California
$7.12M 78,901 -276,437 -78%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$7.05M 78,154 +78,154 New
HP
33
HT Partners
Connecticut
$6.93M 76,807 +76,807 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$6.4M 70,935 -5,881 -8%
SCA
35
Stillwater Capital Advisors
Pennsylvania
$6.12M 67,894 +23,796 +54%
JIP
36
Jaffetilchin Investment Partners
Florida
$5.84M 64,750 +2,700 +4%
SC
37
Scotia Capital
Ontario, Canada
$5.7M 63,253 -10,083 -14%
BlackRock
38
BlackRock
New York
$5.2M 57,663 +5,107 +10%
PAA
39
Peregrine Asset Advisers
Oregon
$4.15M 45,977 +151 +0.3%
FAAS
40
First Allied Advisory Services
California
$3.86M 42,714 +15,770 +59%
TRCT
41
Tower Research Capital (TRC)
New York
$3.65M 40,500 +40,500 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$3.31M 36,729 -110,948 -75%
DADC
43
D.A. Davidson & Co
Montana
$3.25M 36,036 +35,936 +35,936%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$3.18M 35,295 +2,554 +8%
PWW
45
Pettyjohn Wood & White
Virginia
$3.01M 33,374 +2,049 +7%
GH
46
GAM Holding
Switzerland
$2.71M 30,000 – –
TH
47
Timber Hill
Connecticut
$2.62M 28,990 -28,097 -49%
NPC
48
National Planning Corporation
California
$2.52M 28,477 -866 -3%
Citadel Advisors
49
Citadel Advisors
Florida
$2.46M 27,272 +27,272 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.44M 27,020 +11,490 +74%
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