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iShares US Financials ETF
IYF

Overview Fund Activity

143 hedge funds and large institutions have $782M invested in iShares US Financials ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
143
Holders Change
-20
Holders Change %
-12.27%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
10
Increased
44
Reduced
52
Closed
26
Calls
$950K
Puts
$1.51M
Net Calls
-$564K
Net Calls Change
-$976K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$172M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Morgan Stanley
3
Morgan Stanley
New York
$52.7M
4
Bank of America
4
Bank of America
North Carolina
$52.1M
5
BHB
5
Bank Hapoalim BM
Israel
$8.41M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$16K
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.39M
4
LPL Financial
4
LPL Financial
California
$7.36M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.11M 13,237 -5,475 -29%
ASN
52
Advisory Services Network
Georgia
$1.1M 13,069 +4,208 +47%
PAG
53
Private Advisor Group
New Jersey
$1.05M 12,527 +2,741 +28%
BPC
54
Banque Pictet & Cie
Switzerland
$937K 11,145 -3,900 -26%
Citigroup
55
Citigroup
New York
$852K 10,128 +2,540 +33%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$796K 9,469 -600 -6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$794K 9,436 +686 +8%
AIG
58
American International Group
New York
$742K 8,820 -2,865 -25%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$729K 8,669 -35,190 -80%
KF
60
Krilogy Financial
Missouri
$719K 8,545 +8,545 New
CAN
61
Cetera Advisor Networks
California
$690K 8,214 +4,340 +112%
EDRS
62
Edmond de Rothschild (Suisse)
Switzerland
$680K 8,080 -1,720 -18%
VFA
63
Voya Financial Advisors
Connecticut
$679K 8,165 -1,710 -17%
SAM
64
Stringer Asset Management
Tennessee
$674K 8,010 +8,010 New
CL
65
CSS LLC
Illinois
$673K 8,000 +3,500 +78%
MCM
66
Murphy Capital Management
New Jersey
$665K 7,910 +100 +1%
WTC
67
WhitTier Trust Company
Nevada
$616K 7,325 +825 +13%
PFM
68
Parsec Financial Management
North Carolina
$601K 7,150 – –
SPC
69
Sigma Planning Corp
Michigan
$591K 7,024 +770 +12%
NG
70
NatWest Group
United Kingdom
$589K 7,000 -1,730 -20%
PIA
71
Peachtree Investment Advisors
Georgia
$583K 6,927 +777 +13%
BTS
72
BB&T Securities
Virginia
$573K 6,819 +39 +0.6%
IIA
73
IPG Investment Advisors
California
$536K 6,370 -1,370 -18%
AIM
74
Advantage Investment Management
Iowa
$527K 6,265 -21,407 -77%
M&T Bank
75
M&T Bank
New York
$510K 6,058 -838 -12%
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