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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+32
Holders Change %
+24.43%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
45
Increased
51
Reduced
35
Closed
11
Calls
$3.34M
Puts
$5M
Net Calls
-$1.65M
Net Calls Change
-$3.25M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
BTS
3
BB&T Securities
Virginia
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
TFA
5
Transamerica Financial Advisors
Florida
$88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.12M
2
ACM
2
Aviance Capital Management
Florida
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.31M
5
TH
5
Timber Hill
Connecticut
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
51
Partnervest Advisory Services
California
$2.39M 26,516 -1,068 -4%
QIM
52
Quantitative Investment Management
Virginia
$2.33M 25,800 +25,800 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$2.32M 25,745 -2,158 -8%
MAS
54
Madden Advisory Services
Florida
$2.32M 25,685 -50 -0.2%
Parallax Volatility Advisers
55
Parallax Volatility Advisers
California
$2.19M 24,250 +24,250 New
IFWM
56
Institute for Wealth Management
Colorado
$2.18M 24,110 -5,984 -20%
SG
57
Somerset Group
Minnesota
$2.13M 23,636 -693 -3%
CFS
58
Commonwealth Financial Services
West Virginia
$2.08M 23,087 +23,087 New
CC
59
Callan Capital
California
$1.99M 22,033 -601 -3%
WEC
60
Winslow Evans & Crocker
Massachusetts
$1.92M 21,326 +21,326 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.87M 20,748 +673 +3%
AIM
62
Advantage Investment Management
Iowa
$1.83M 20,329 +20,329 New
KAM
63
Keeley Asset Management
Illinois
$1.82M 20,217 +1,503 +8%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.77M 19,640 +14,398 +275%
HH
65
Hilltop Holdings
Texas
$1.7M 18,823 +18,823 New
KA
66
Kovack Advisors
Florida
$1.66M 18,346 +9,614 +110%
AW
67
ACG Wealth
Georgia
$1.63M 18,025 – –
FMLI
68
Fukoku Mutual Life Insurance
Japan
$1.53M 17,000 +17,000 New
AIG
69
American International Group
New York
$1.53M 16,976 -3,330 -16%
Deutsche Bank
70
Deutsche Bank
Germany
$1.3M 14,437 -12,846 -47%
KIA
71
KCM Investment Advisors
California
$1.26M 13,984 +1,457 +12%
BCM
72
Barometer Capital Management
Ontario, Canada
$1.25M 13,900 +13,900 New
VKH
73
Virtu KCG Holdings
New York
$1.24M 13,705 +10,406 +315%
BPC
74
Banque Pictet & Cie
Switzerland
$1.22M 13,570 +745 +6%
AGA
75
Accuvest Global Advisors
Utah
$1.19M 13,200 +6,600 +100%
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