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iShares US Financials ETF
IYF

Overview Fund Activity

108 hedge funds and large institutions have $433M invested in iShares US Financials ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
38
Reduced
30
Closed
6
Calls
$5.95M
Puts
$571K
Net Calls
+$5.38M
Net Calls Change
+$4.53M

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$23.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.99M
5
Citigroup
5
Citigroup
New York
$7.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36M
2
CS
2
Credit Suisse
Switzerland
$6.66M
3
Barclays
3
Barclays
United Kingdom
$4.63M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.16M
5
DS
5
DRW Securities
Illinois
$255K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$818K 11,161 -7,703 -41%
ACM
52
Argentus Capital Management
Texas
$785K 10,713 – –
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$762K 10,410 -210 -2%
KAM
54
Keeley Asset Management
Illinois
$744K 10,154 -1,147 -10%
NG
55
NatWest Group
United Kingdom
$713K 9,730 +9,730 New
AI
56
Atria Investments
North Carolina
$686K 9,364 +788 +9%
MCM
57
Murphy Capital Management
New Jersey
$677K 9,240 +75 +0.8%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$666K 9,095 +140 +2%
MBT
59
Monroe Bank & Trust
Michigan
$552K 7,544 -76 -1%
CHFS
60
Cobble Hill Financial Services
New Jersey
$513K 7,000 +3,500 +100%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$497K 6,785 +374 +6%
AIM
62
Acropolis Investment Management
Missouri
$486K 6,630 -965 -13%
WTC
63
WhitTier Trust Company
Nevada
$484K 6,600 – –
B
64
Baird
Wisconsin
$428K 5,836 -2,744 -32%
MMLI
65
Massachusetts Mutual Life Insurance
Massachusetts
$427K 5,830 +1,960 +51%
QIM
66
Quantitative Investment Management
Virginia
$388K 5,300 +5,300 New
UCFA
67
United Capital Financial Advisors
Texas
$377K 5,149 +5,149 New
NES
68
New England Securities
New York
$369K 5,042 +4,938 +4,748%
FAAS
69
First Allied Advisory Services
California
$367K 5,013 -4,716 -48%
PH
70
Pinnacle Holdings
Oklahoma
$350K 4,774 – –
PNC
71
Park National Corp
Ohio
$346K 4,725 – –
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$311K 4,250 +4,250 New
VKH
73
Virtu KCG Holdings
New York
$274K 3,743 +3,743 New
WA
74
WFG Advisors
Texas
$270K 3,688 +2,051 +125%
FIM
75
Freedom Investment Management
Connecticut
$256K 3,491 +555 +19%
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3
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