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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+21
Holders Change %
+14.79%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
34
Increased
50
Reduced
36
Closed
11
Calls
$1.85M
Puts
$1.44M
Net Calls
+$412K
Net Calls Change
-$861K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$96.3M
2
TFA
2
Transamerica Financial Advisors
Florida
$73.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$46.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$38.1M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
AAS
4
Annex Advisory Services
Wisconsin
$347K
5
BIM
5
BlackRock Investment Management
Delaware
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
51
Callan Capital
California
$1.91M 21,252 – –
NPC
52
National Planning Corporation
California
$1.86M 20,079 +20,079 New
IFWM
53
Institute for Wealth Management
Colorado
$1.81M 20,205 -1,510 -7%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.72M 19,186 +833 +5%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.68M 18,712 +11,273 +152%
SI
56
Stephens Inc
Arkansas
$1.62M 18,061 +15,086 +507%
MFS
57
MSI Financial Services
Massachusetts
$1.54M 17,159 +3,930 +30%
AW
58
ACG Wealth
Georgia
$1.54M 17,145 – –
NA
59
Navellier & Associates
Nevada
$1.44M 15,987 +15,987 New
FIM
60
Freedom Investment Management
Connecticut
$1.4M 15,641 +1,818 +13%
VF
61
Virtu Financial
New York
$1.38M 15,417 +10,712 +228%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$1.36M 15,182 +1,074 +8%
BPC
63
Banque Pictet & Cie
Switzerland
$1.35M 15,045 – –
KIA
64
KCM Investment Advisors
California
$1.2M 13,319 -677 -5%
CWM
65
Concert Wealth Management
California
$1.19M 13,294 +13,294 New
EDRH
66
Edmond de Rothschild Holding
Switzerland
$1.18M 13,194 +13,194 New
AIG
67
American International Group
New York
$1.05M 11,685 +6,114 +110%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$904K 10,069 -230 -2%
VFA
69
Voya Financial Advisors
Connecticut
$882K 9,875 +571 +6%
EDRS
70
Edmond de Rothschild (Suisse)
Switzerland
$879K 9,800 +9,800 New
PAG
71
Private Advisor Group
New Jersey
$878K 9,786 +1,667 +21%
ASN
72
Advisory Services Network
Georgia
$806K 8,861 +85 +1%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$785K 8,750 +1,652 +23%
NG
74
NatWest Group
United Kingdom
$783K 8,730 – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$773K 8,612 -2,478 -22%
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