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iShares US Financials ETF
IYF

Overview Fund Activity

126 hedge funds and large institutions have $460M invested in iShares US Financials ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
31
Increased
34
Reduced
43
Closed
9
Calls
$5.09M
Puts
$553K
Net Calls
+$4.53M
Net Calls Change
-$848K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.9M
2
AssetMark Inc
2
AssetMark Inc
California
$60M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.2M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$4.5M
5
AAS
5
Annex Advisory Services
Wisconsin
$8.98M

Top Sellers

1
U
1
UBS
Switzerland
$12.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.36M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Citigroup
5
Citigroup
New York
$203K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$864K 10,775 +365 +4%
ACM
52
Argentus Capital Management
Texas
$859K 10,713 – –
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$808K 10,076 +981 +11%
NG
54
NatWest Group
United Kingdom
$780K 9,730 – –
AI
55
Atria Investments
North Carolina
$721K 8,993 -371 -4%
MCM
56
Murphy Capital Management
New Jersey
$648K 8,090 -1,150 -12%
Two Sigma Investments
57
Two Sigma Investments
New York
$609K 7,600 +7,600 New
BCM
58
Beck Capital Management
Texas
$608K 7,856 +7,856 New
MBT
59
Monroe Bank & Trust
Michigan
$597K 7,454 -90 -1%
CHFS
60
Cobble Hill Financial Services
New Jersey
$561K 7,000 – –
AIM
61
Acropolis Investment Management
Missouri
$553K 6,895 +265 +4%
Credit Agricole
62
Credit Agricole
France
$528K 6,583 +6,583 New
FAAS
63
First Allied Advisory Services
California
$527K 6,581 +1,568 +31%
NES
64
New England Securities
New York
$522K 6,507 +1,465 +29%
WTC
65
WhitTier Trust Company
Nevada
$521K 6,500 -100 -2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$473K 5,906 -879 -13%
RMDI
67
R.M. Davis Inc
Maine
$473K 5,905 +2,779 +89%
DS
68
DRW Securities
Illinois
$447K 5,579 +2,269 +69%
MMLI
69
Massachusetts Mutual Life Insurance
Massachusetts
$426K 5,310 -520 -9%
IIA
70
IPG Investment Advisors
California
$401K 5,000 +5,000 New
CB
71
Chemical Bank
Michigan
$358K 4,460 +1,060 +31%
PNC
72
Park National Corp
Ohio
$350K 4,365 -360 -8%
AIG
73
American International Group
New York
$330K 4,122 +2,954 +253%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$301K 3,760 -490 -12%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$260K 3,241 +3,241 New
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3
4 5