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iShares US Financials ETF
IYF

Overview Fund Activity

143 hedge funds and large institutions have $782M invested in iShares US Financials ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
143
Holders Change
-20
Holders Change %
-12.27%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
10
Increased
44
Reduced
52
Closed
26
Calls
$950K
Puts
$1.51M
Net Calls
-$564K
Net Calls Change
-$976K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$172M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Morgan Stanley
3
Morgan Stanley
New York
$52.7M
4
Bank of America
4
Bank of America
North Carolina
$52.1M
5
BHB
5
Bank Hapoalim BM
Israel
$8.41M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$16K
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.39M
4
LPL Financial
4
LPL Financial
California
$7.36M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$5.71M 67,838 -3,484 -5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$4.41M 52,385 +43,773 +508%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.46M 41,143 -23,688 -37%
PWW
29
Pettyjohn Wood & White
Virginia
$3.17M 37,625 -3,078 -8%
SIM
30
SSI Investment Management
California
$2.95M 35,101 +5 +0%
BlackRock
31
BlackRock
New York
$2.85M 33,879 +3,442 +11%
VF
32
Virtu Financial
New York
$2.75M 32,652 +17,235 +112%
BCM
33
Brookstone Capital Management
Illinois
$2.67M 31,706 +31,377 +9,537%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$2.65M 31,250 -10,659 -25%
TRCT
35
Tower Research Capital (TRC)
New York
$2.64M 31,417 +22,819 +265%
GH
36
GAM Holding
Switzerland
$2.52M 30,000 – –
PAS
37
Partnervest Advisory Services
California
$2.41M 28,706 – –
Citadel Advisors
38
Citadel Advisors
Florida
$2.29M 27,217 -24,908 -48%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.23M 26,548 -661 -2%
MAS
40
Madden Advisory Services
Florida
$2.16M 25,685 – –
KA
41
Kovack Advisors
Florida
$1.91M 22,647 +745 +3%
SG
42
Somerset Group
Minnesota
$1.78M 21,109 -1,079 -5%
CC
43
Callan Capital
California
$1.69M 20,144 -1,108 -5%
FAAS
44
First Allied Advisory Services
California
$1.66M 19,709 -12,915 -40%
MFS
45
MSI Financial Services
Massachusetts
$1.57M 18,622 +1,463 +9%
AW
46
ACG Wealth
Georgia
$1.44M 17,145 – –
UCFA
47
United Capital Financial Advisors
Texas
$1.39M 16,547 -247,276 -94%
IFWM
48
Institute for Wealth Management
Colorado
$1.39M 16,527 -3,678 -18%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$1.36M 16,134 +2,940 +22%
KIA
50
KCM Investment Advisors
California
$1.12M 13,328 +9 +0.1%
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