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iShares US Financials ETF
IYF

Overview Fund Activity

190 hedge funds and large institutions have $887M invested in iShares US Financials ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+27
Holders Change %
+16.56%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
58
Reduced
48
Closed
17
Calls
$2.13M
Puts
$1.85M
Net Calls
+$286K
Net Calls Change
-$871K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$20.8M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
TLIC
4
Thai Life Insurance Company
Thailand
$11.8M
5
Bank of America
5
Bank of America
North Carolina
$82.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.3M
3
AC
3
Allstate Corporation
Illinois
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.29M
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
26
Quantitative Investment Management
Virginia
$7.15M 70,500 +70,500 New
Citadel Advisors
27
Citadel Advisors
Florida
$6.92M 68,245 -10,956 -14%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.55M 64,567 -17,157 -21%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$6.04M 59,491 +43,423 +270%
RJA
30
Raymond James & Associates
Florida
$5.59M 55,068 +12,475 +29%
AG
31
Advisor Group
Arizona
$5.41M 53,344 +22,301 +72%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$4.48M 44,131 -11,929 -21%
NA
33
Navellier & Associates
Nevada
$4.04M 39,812 +39,812 New
FAAS
34
First Allied Advisory Services
California
$3.84M 37,816 -3,371 -8%
AIM
35
Advantage Investment Management
Iowa
$3.78M 37,247 -2,313 -6%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$3.73M 37,173 +6,951 +23%
CFS
37
Commonwealth Financial Services
West Virginia
$3.72M 36,692 +3,878 +12%
Stifel Financial
38
Stifel Financial
Missouri
$3.7M 36,486 -6,992 -16%
PWW
39
Pettyjohn Wood & White
Virginia
$3.58M 35,245 -1,005 -3%
IUHSA
40
Itau Unibanco Holding S.A.
Brazil
$3M 29,531 -394 -1%
PFA
41
Pinnacle Family Advisors
Missouri
$2.83M 27,925 +27,925 New
SPC
42
Sigma Planning Corp
Michigan
$2.76M 27,154 +4,923 +22%
MFS
43
MSI Financial Services
Massachusetts
$2.74M 27,005 +12,736 +89%
ACP
44
Aveo Capital Partners
Colorado
$2.64M 25,968 +25,968 New
SB
45
Suntrust Banks
Georgia
$2.62M 25,862 +25,862 New
MAS
46
Madden Advisory Services
Florida
$2.61M 25,715 – –
M&T Bank
47
M&T Bank
New York
$2.56M 25,190 +399 +2%
CG
48
Cutler Group
California
$2.53M 24,951 +13,833 +124%
CIM
49
Confluence Investment Management
Missouri
$2.5M 24,617 -8,855 -26%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.49M 24,535 +24,421 +21,422%
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