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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+21
Holders Change %
+14.79%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
34
Increased
50
Reduced
36
Closed
11
Calls
$1.85M
Puts
$1.44M
Net Calls
+$412K
Net Calls Change
-$861K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$96.3M
2
TFA
2
Transamerica Financial Advisors
Florida
$73.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$46.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$38.1M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
AAS
4
Annex Advisory Services
Wisconsin
$347K
5
BIM
5
BlackRock Investment Management
Delaware
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$6.53M 73,115 -85,949 -54%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$6.4M 71,322 +3,658 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.82M 64,831 +26,290 +68%
F
29
FolioMetrix
Nebraska
$4.85M 53,509 +12,210 +30%
PFS
30
Prospera Financial Services
Texas
$4.73M 52,663 +52,663 New
Citadel Advisors
31
Citadel Advisors
Florida
$4.68M 52,125 +1,146 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.94M 43,859 +37,677 +609%
TH
33
Timber Hill
Connecticut
$3.8M 42,381 +8,086 +24%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.76M 41,909 +26,911 +179%
PWW
35
Pettyjohn Wood & White
Virginia
$3.65M 40,703 +9,828 +32%
SIM
36
SSI Investment Management
California
$3.15M 35,096 +35,096 New
FMLI
37
Fukoku Mutual Life Insurance
Japan
$3.14M 35,000 +18,000 +106%
FAAS
38
First Allied Advisory Services
California
$2.93M 32,624 -6,019 -16%
BlackRock
39
BlackRock
New York
$2.73M 30,437 -34,992 -53%
GH
40
GAM Holding
Switzerland
$2.69M 30,000 – –
PAS
41
Partnervest Advisory Services
California
$2.58M 28,706 +540 +2%
AIM
42
Advantage Investment Management
Iowa
$2.48M 27,672 +27,560 +24,607%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2.44M 27,209 +307 +1%
SS
44
Simplicity Solutions
Minnesota
$2.36M 26,297 +26,297 New
MAS
45
Madden Advisory Services
Florida
$2.3M 25,685 – –
CAM
46
Concorde Asset Management
Michigan
$2.1M 23,360 +23,360 New
SG
47
Somerset Group
Minnesota
$1.99M 22,188 -537 -2%
Comerica Bank
48
Comerica Bank
Texas
$1.97M 21,900 +10,950 +100%
KA
49
Kovack Advisors
Florida
$1.97M 21,902 +559 +3%
HH
50
Hilltop Holdings
Texas
$1.93M 21,484 +21,484 New
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