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iShares US Financials ETF
IYF

Overview Fund Activity

221 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
46
Increased
63
Reduced
55
Closed
19
Calls
$3.96M
Puts
$1.85M
Net Calls
+$2.11M
Net Calls Change
+$851K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$239M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11M
3
LPL Financial
3
LPL Financial
California
$21.1M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.42M
5
UBS Group
5
UBS Group
Switzerland
$26M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93K
2
BlackRock
2
BlackRock
New York
$14.8M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$41M
4
GC
4
Grimes & Company
Massachusetts
$4.33M
5
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$7.06M 59,101 +200 +0.3%
Capital Fund Management (CFM)
27
Capital Fund Management (CFM)
France
$6.91M 57,825 -16,300 -22%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$6.49M 54,307 -1,336 -2%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$5.97M 49,958 +1,848 +4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$5.6M 46,900 +27,596 +143%
CIM
31
Confluence Investment Management
Missouri
$5.47M 45,801 +449 +1%
Lido Advisors
32
Lido Advisors
California
$4.97M 41,653 +1,256 +3%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$4.42M 37,002 +36,975 +136,944%
GC
34
Grimes & Company
Massachusetts
$4.33M 36,240 -99,393 -73%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.97M 33,170 +1,106 +3%
SG Americas Securities
36
SG Americas Securities
New York
$3.91M 32,740 -60,457 -65%
TSS
37
Two Sigma Securities
New York
$3.85M 32,216 -70,034 -68%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$3.78M 31,637 +2,281 +8%
PWW
39
Pettyjohn Wood & White
Virginia
$3.58M 30,006 -2,564 -8%
AG
40
Advisor Group
Arizona
$3.44M 28,793 +5,342 +23%
VFA
41
Voya Financial Advisors
Connecticut
$3.28M 27,308 +7,138 +35%
NSLI
42
Nan Shan Life Insurance
Taiwan
$3.2M 26,800 +26,800 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$3.11M 25,996 +446 +2%
FAAS
44
First Allied Advisory Services
California
$3.06M 25,653 -4,237 -14%
PFS
45
Prospera Financial Services
Texas
$2.99M 24,957 -5,400 -18%
MAS
46
Madden Advisory Services
Florida
$2.97M 24,876 -839 -3%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.92M 24,409 +5,778 +31%
SG
48
Somerset Group
Minnesota
$2.64M 22,060 +1,298 +6%
TFA
49
Transamerica Financial Advisors
Florida
$2.4M 20,128 +20,124 +503,100%
CS
50
Credit Suisse
Switzerland
$2.35M 19,695 -46,370 -70%
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