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iShares US Financials ETF
IYF

Overview Fund Activity

141 hedge funds and large institutions have $513M invested in iShares US Financials ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 59 reducing their positions, and 26 closing their positions.

Holders
141
Holders Change
-12
Holders Change %
-7.84%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
31
Reduced
59
Closed
26
Calls
$2.36M
Puts
$6.11M
Net Calls
-$3.75M
Net Calls Change
-$7.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$8.46M
3
Goldman Sachs
3
Goldman Sachs
New York
$22.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.77M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.61M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$93.4M
2
AssetMark Inc
2
AssetMark Inc
California
$38K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.72M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$403K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.8M 66,138 -65,886 -50%
MFS
27
MSI Financial Services
Massachusetts
$2.65M 62,700 +3,826 +6%
GH
28
GAM Holding
Switzerland
$2.54M 60,000 – –
MAS
29
Madden Advisory Services
Florida
$2.17M 51,370 – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$2.08M 49,024 -8,012 -14%
SG
31
Somerset Group
Minnesota
$1.78M 42,136 -4,114 -9%
CC
32
Callan Capital
California
$1.66M 39,306 -982 -2%
SG Americas Securities
33
SG Americas Securities
New York
$1.61M 37,966 +35,494 +1,436%
SIM
34
SSI Investment Management
California
$1.52M 36,010 +18 +0.1%
KA
35
Kovack Advisors
Florida
$1.48M 34,978 -10,396 -23%
PIA
36
Peachtree Investment Advisors
Georgia
$1.44M 33,978 +6,864 +25%
AW
37
ACG Wealth
Georgia
$1.21M 28,548 – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.13M 26,628 +1,606 +6%
KIA
39
KCM Investment Advisors
California
$1M 23,700 +66 +0.3%
Comerica Bank
40
Comerica Bank
Texas
$949K 22,052 +22,052 New
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$930K 21,982 -30,814 -58%
FAAS
42
First Allied Advisory Services
California
$899K 21,236 -538 -2%
Citigroup
43
Citigroup
New York
$897K 21,206 +1,414 +7%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$821K 19,412 -25,764 -57%
PAG
45
Private Advisor Group
New Jersey
$802K 18,832 -18,136 -49%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$784K 18,530 -14,834 -44%
KAM
47
Keeley Asset Management
Illinois
$784K 18,526 +5,668 +44%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$749K 17,716 -2,130 -11%
SPC
49
Sigma Planning Corp
Michigan
$740K 17,504 -1,320 -7%
KF
50
Krilogy Financial
Missouri
$723K 17,090 +17,090 New
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