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iShares US Financials ETF
IYF

Overview Fund Activity

196 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
68
Reduced
53
Closed
19
Calls
$1.51M
Puts
$1.62M
Net Calls
-$109K
Net Calls Change
-$395K

Top Buyers

1
BlackRock
1
BlackRock
New York
$92.2M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$13.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$6.9M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$3.85M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$79.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.2M
5
QIM
5
Quantitative Investment Management
Virginia
$541K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$5.47M -$2.94M -56,490 -35%
AG
27
Advisor Group
Arizona
$4.99M -$562K -10,804 -10%
NA
28
Navellier & Associates
Nevada
$4.78M +$638K +12,256 +15%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$4.78M +$2.99M +57,378 +166%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$4.32M +$480K +9,312 +13%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.18M +$1.63M +31,368 +64%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$3.85M -$39.5M -760,000 -91%
CS
33
Credit Suisse
Switzerland
$3.69M +$3.69M +70,972 New
FTS
34
Fifth Third Securities
Ohio
$3.69M +$2.04M +39,170 +123%
PWW
35
Pettyjohn Wood & White
Virginia
$3.64M -$31.2K -600 -0.9%
AIM
36
Advantage Investment Management
Iowa
$3.29M -$591K -11,358 -15%
Ameriprise
37
Ameriprise
Minnesota
$3.27M -$4.76M -91,566 -59%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.25M +$1.07M +20,502 +49%
GC
39
Grimes & Company
Massachusetts
$3.21M -$6.03M -115,972 -65%
PFS
40
Prospera Financial Services
Texas
$3.2M +$926K +17,828 +41%
SB
41
Suntrust Banks
Georgia
$3.1M +$406K +7,806 +15%
PAG
42
Private Advisor Group
New Jersey
$3.1M +$1.36M +26,456 +79%
SG Americas Securities
43
SG Americas Securities
New York
$2.94M +$2.94M +56,492 New
SPC
44
Sigma Planning Corp
Michigan
$2.76M -$65.6K -1,260 -2%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.74M +$2.74M +52,592 New
MAS
46
Madden Advisory Services
Florida
$2.68M – – –
IUHSA
47
Itau Unibanco Holding S.A.
Brazil
$2.66M -$409K -7,870 -13%
M&T Bank
48
M&T Bank
New York
$2.53M -$95.3K -1,832 -4%
Goldman Sachs
49
Goldman Sachs
New York
$2.52M -$4.96M -95,322 -66%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.47M +$158K +3,032 +7%
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