IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

153 hedge funds and large institutions have $919M invested in iShares US Financials ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
46
Reduced
44
Closed
13
Calls
$6.54M
Puts
$3.19M
Net Calls
+$3.35M
Net Calls Change
+$3.92M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$29.6M
4
UCFA
4
United Capital Financial Advisors
Texas
$26.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$55.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$73.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.4M
4
Ameriprise
4
Ameriprise
Minnesota
$5.83M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.86M 66,311 +13,926 +27%
Ameriprise
27
Ameriprise
Minnesota
$5.83M 66,012 -87,075 -57%
NSLI
28
Nan Shan Life Insurance
Taiwan
$5.81M 65,785 -80,000 -55%
CIM
29
Confluence Investment Management
Missouri
$5.19M 58,753 -22,341 -28%
Credit Agricole
30
Credit Agricole
France
$4.32M 48,904 +48,904 New
BFEC
31
Benjamin F. Edwards & Company
Missouri
$4.11M 46,449 -21,389 -32%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4M 45,255 +4,112 +10%
PWW
33
Pettyjohn Wood & White
Virginia
$3.29M 37,200 -425 -1%
BlackRock
34
BlackRock
New York
$3.03M 34,255 +376 +1%
GH
35
GAM Holding
Switzerland
$2.65M 30,000 – –
MFS
36
MSI Financial Services
Massachusetts
$2.6M 29,437 +10,815 +58%
PAS
37
Partnervest Advisory Services
California
$2.54M 28,706 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$2.52M 28,518 +1,970 +7%
FWCM
39
Ferguson Wellman Capital Management
Oregon
$2.41M 27,210 +24,380 +861%
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.33M 26,398 +21,843 +480%
MAS
41
Madden Advisory Services
Florida
$2.27M 25,685 – –
SG
42
Somerset Group
Minnesota
$2.04M 23,125 +2,016 +10%
KA
43
Kovack Advisors
Florida
$2.01M 22,687 +40 +0.2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2M 22,588 +22,588 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$1.93M 21,864 -9,386 -30%
FIM
46
Freedom Investment Management
Connecticut
$1.84M 20,799 +16,226 +355%
CC
47
Callan Capital
California
$1.78M 20,144 – –
MM
48
Main Management
California
$1.71M 19,348 +19,348 New
PAG
49
Private Advisor Group
New Jersey
$1.63M 18,484 +5,957 +48%
SIM
50
SSI Investment Management
California
$1.59M 17,996 -17,105 -49%
1
2
3 4 5