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iShares US Financials ETF
IYF

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in iShares US Financials ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
55
Reduced
68
Closed
17
Calls
$6.89M
Puts
$4.84M
Net Calls
+$2.06M
Net Calls Change
+$2.56M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M
2
CS
2
Credit Suisse
Switzerland
$15.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.6M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$7.83M
5
Jane Street
5
Jane Street
New York
$8.41M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$29.2M
4
SG Americas Securities
4
SG Americas Securities
New York
$30.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
26
Capital Fund Management (CFM)
France
$7.83M 66,784 +66,784 New
KSA
27
Ken Stern & Associates
California
$7.01M 59,831 -2,627 -4%
NA
28
Navellier & Associates
Nevada
$6.82M 58,188 -1,500 -3%
Stifel Financial
29
Stifel Financial
Missouri
$6.28M 53,471 +2,201 +4%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$6.19M 52,832 -588 -1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$5.95M 50,732 -13,976 -22%
Lido Advisors
32
Lido Advisors
California
$5.87M 50,081 +5,377 +12%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$5.38M 45,920 -780,193 -94%
BTS
34
BB&T Securities
Virginia
$5.09M 43,399 -1,229 -3%
NSLI
35
Nan Shan Life Insurance
Taiwan
$4.89M 41,700 +41,700 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$4.84M 41,274 -559 -1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.83M 41,025 – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$4.43M 37,817 +1,077 +3%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$4.19M 35,742 -4,074 -10%
HighTower Advisors
40
HighTower Advisors
Illinois
$4.17M 35,576 +273 +0.8%
PWW
41
Pettyjohn Wood & White
Virginia
$3.73M 31,795 -466 -1%
FF
42
Friedenthal Financial
New Jersey
$3.44M 29,363 +29,363 New
PFS
43
Prospera Financial Services
Texas
$3.44M 29,321 -1,015 -3%
TRCT
44
Tower Research Capital (TRC)
New York
$3.26M 27,803 +27,803 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$3.07M 26,233 -292 -1%
AG
46
Advisor Group
Arizona
$2.94M 25,086 -17,310 -41%
MAS
47
Madden Advisory Services
Florida
$2.92M 24,876 – –
SXL
48
Summit X LLC
Missouri
$2.8M 23,864 -965 -4%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$2.78M 23,677 +804 +4%
PIA
50
Peachtree Investment Advisors
Georgia
$2.69M 22,992 +2,220 +11%
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