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iShares US Financials ETF
IYF

Overview Fund Activity

153 hedge funds and large institutions have $919M invested in iShares US Financials ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
46
Reduced
44
Closed
13
Calls
$6.54M
Puts
$3.19M
Net Calls
+$3.35M
Net Calls Change
+$3.92M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$29.6M
4
UCFA
4
United Capital Financial Advisors
Texas
$26.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$55.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$73.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.4M
4
Ameriprise
4
Ameriprise
Minnesota
$5.83M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.47M 16,682 +11,272 +208%
QIM
52
Quantitative Investment Management
Virginia
$1.41M 16,000 +16,000 New
EDRH
53
Edmond de Rothschild Holding
Switzerland
$1.4M 15,834 -300 -2%
IFWM
54
Institute for Wealth Management
Colorado
$1.38M 15,560 -967 -6%
Citadel Advisors
55
Citadel Advisors
Florida
$1.28M 14,432 -12,785 -47%
AW
56
ACG Wealth
Georgia
$1.26M 14,274 -2,871 -17%
ASN
57
Advisory Services Network
Georgia
$1.23M 13,948 +879 +7%
PIA
58
Peachtree Investment Advisors
Georgia
$1.2M 13,557 +6,630 +96%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.11M 12,511 +3,075 +33%
KIA
60
KCM Investment Advisors
California
$1.04M 11,817 -1,511 -11%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$990K 11,205 +2,536 +29%
AIG
62
American International Group
New York
$980K 11,082 +2,262 +26%
FAAS
63
First Allied Advisory Services
California
$964K 10,887 -8,822 -45%
BTS
64
BB&T Securities
Virginia
$922K 10,443 +3,624 +53%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$877K 9,923 +454 +5%
Citigroup
66
Citigroup
New York
$875K 9,896 -232 -2%
SPC
67
Sigma Planning Corp
Michigan
$832K 9,412 +2,388 +34%
NPC
68
National Planning Corporation
California
$791K 10,099 +10,099 New
M&T Bank
69
M&T Bank
New York
$788K 8,915 +2,857 +47%
VFA
70
Voya Financial Advisors
Connecticut
$718K 8,048 -117 -1%
EDRS
71
Edmond de Rothschild (Suisse)
Switzerland
$714K 8,080 – –
MCM
72
Murphy Capital Management
New Jersey
$707K 8,010 +100 +1%
BPC
73
Banque Pictet & Cie
Switzerland
$677K 7,660 -3,485 -31%
TFA
74
Transamerica Financial Advisors
Florida
$668K 7,550 +7,363 +3,937%
OTC
75
Opera Trading Capital
France
$635K 7,196 +7,196 New
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