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iShares US Financials ETF
IYF

Overview Fund Activity

219 hedge funds and large institutions have $1.24B invested in iShares US Financials ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
77
Reduced
56
Closed
24
Calls
$6.6M
Puts
$7.1M
Net Calls
-$507K
Net Calls Change
-$2.61M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$97.3M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$51.9M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.4M
5
GC
5
Grimes & Company
Massachusetts
$19.4M

Top Sellers

1
QIM
1
Quantitative Investment Management
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.66M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.7M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
KSA
26
Ken Stern & Associates
California
$7.36M 62,458 -4,106 -6%
NA
27
Navellier & Associates
Nevada
$7.03M 59,688 +52,847 +773%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$6.29M 53,420 -887 -2%
Stifel Financial
29
Stifel Financial
Missouri
$6.05M 51,270 -49,920 -49%
Lido Advisors
30
Lido Advisors
California
$5.27M 44,704 +3,051 +7%
BTS
31
BB&T Securities
Virginia
$5.26M 44,628 +28,721 +181%
AG
32
Advisor Group
Arizona
$5M 42,396 +13,603 +47%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$4.93M 41,833 -21,369 -34%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$4.83M 41,025 -5,875 -13%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$4.69M 39,816 -10,142 -20%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$4.63M 39,277 +28,595 +268%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$4.33M 36,740 -262 -0.7%
PAG
38
Private Advisor Group
New Jersey
$4.25M 36,060 +21,421 +146%
HighTower Advisors
39
HighTower Advisors
Illinois
$4.16M 35,303 +2,133 +6%
PWW
40
Pettyjohn Wood & White
Virginia
$3.8M 32,261 +2,255 +8%
PFS
41
Prospera Financial Services
Texas
$3.58M 30,336 +5,379 +22%
MML Investors Services
42
MML Investors Services
Massachusetts
$3.37M 28,599 +4,190 +17%
Jane Street
43
Jane Street
New York
$3.25M 27,552 +27,552 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$3.13M 26,525 +529 +2%
MAS
45
Madden Advisory Services
Florida
$2.93M 24,876 – –
SXL
46
Summit X LLC
Missouri
$2.92M 24,829 +20,858 +525%
VFA
47
Voya Financial Advisors
Connecticut
$2.81M 24,170 -3,138 -11%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$2.7M 22,873 -60,496 -73%
SG
49
Somerset Group
Minnesota
$2.5M 21,212 -848 -4%
PIA
50
Peachtree Investment Advisors
Georgia
$2.45M 20,772 +1,316 +7%
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