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iShares US Financials ETF
IYF

Overview Fund Activity

127 hedge funds and large institutions have $650M invested in iShares US Financials ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
20
Increased
43
Reduced
32
Closed
19
Calls
$5.44M
Puts
$3.69M
Net Calls
+$1.75M
Net Calls Change
-$2.79M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
AssetMark Inc
2
AssetMark Inc
California
$116M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$29.4M
5
ACM
5
Aviance Capital Management
Florida
$11.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.4M
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
DWA
3
Dorsey Wright & Associates
California
$0
4
CS
4
Credit Suisse
Switzerland
$276K
5
CIM
5
Confluence Investment Management
Missouri
$6.76M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
Strategic Wealth Management
Washington
$921K 11,259 +70 +0.6%
KAM
52
Keeley Asset Management
Illinois
$896K 10,959 -598 -5%
NES
53
New England Securities
New York
$896K 10,956 +4,449 +68%
NG
54
NatWest Group
United Kingdom
$796K 9,730 – –
AIM
55
Acropolis Investment Management
Missouri
$725K 8,865 +1,970 +29%
PFM
56
Parsec Financial Management
North Carolina
$713K 8,720 -3,180 -27%
MCM
57
Murphy Capital Management
New Jersey
$698K 8,540 +450 +6%
US Bancorp
58
US Bancorp
Minnesota
$687K 8,393 +7,500 +840%
BPC
59
Banque Pictet & Cie
Switzerland
$649K 7,935 -6,725 -46%
BCM
60
Beck Capital Management
Texas
$645K 7,856 – –
MBT
61
Monroe Bank & Trust
Michigan
$604K 7,394 -60 -0.8%
CHFS
62
Cobble Hill Financial Services
New Jersey
$572K 7,000 – –
WTC
63
WhitTier Trust Company
Nevada
$531K 6,500 – –
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$487K 5,958 +52 +0.9%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$468K 5,730 -5,045 -47%
FAAS
66
First Allied Advisory Services
California
$424K 5,200 -1,381 -21%
IIA
67
IPG Investment Advisors
California
$409K 5,000 – –
MMLI
68
Massachusetts Mutual Life Insurance
Massachusetts
$400K 4,898 -412 -8%
KA
69
Kovack Advisors
Florida
$396K 5,125 +5,125 New
UCFA
70
United Capital Financial Advisors
Texas
$395K 4,830 +4,830 New
PH
71
Pinnacle Holdings
Oklahoma
$390K 4,774 +4,774 New
AIG
72
American International Group
New York
$367K 4,490 +368 +9%
PNC
73
Park National Corp
Ohio
$357K 4,365 – –
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
$356K 4,363 -13,813 -76%
CB
75
Chemical Bank
Michigan
$356K 4,358 -102 -2%
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3
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