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iShares US Financials ETF
IYF

Overview Fund Activity

196 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
68
Reduced
53
Closed
19
Calls
$1.51M
Puts
$1.62M
Net Calls
-$109K
Net Calls Change
-$395K

Top Buyers

1
BlackRock
1
BlackRock
New York
$92.2M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$13.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$6.9M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$3.85M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$79.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.2M
5
QIM
5
Quantitative Investment Management
Virginia
$541K
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$2.42M 23,233 +23,230 +774,333%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$2.42M 23,232 +7,467 +47%
KA
53
Kovack Advisors
Florida
$2.26M 21,701 +3,267 +18%
Citigroup
54
Citigroup
New York
$2.24M 21,567 +1,165 +6%
SG
55
Somerset Group
Minnesota
$2.17M 20,842 +451 +2%
B
56
Barings
North Carolina
$1.99M 19,123 +19,123 New
PIA
57
Peachtree Investment Advisors
Georgia
$1.92M 18,446 +537 +3%
SI
58
Stephens Inc
Arkansas
$1.81M 17,418 +3,364 +24%
MCM
59
Murphy Capital Management
New Jersey
$1.73M 16,650 -1,160 -7%
IA
60
IFP Advisors
Florida
$1.66M 15,920 +3,503 +28%
ACP
61
Aveo Capital Partners
Colorado
$1.63M 15,615 -10,353 -40%
CC
62
Callan Capital
California
$1.57M 15,075 -2,471 -14%
AW
63
ACG Wealth
Georgia
$1.51M 14,534 +260 +2%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.44M 13,808 +2,685 +24%
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$1.41M 13,500 +3,300 +32%
CCA
66
Clearwater Capital Advisors
Illinois
$1.35M 13,073 +2,850 +28%
BTIS
67
BB&T Investment Services
North Carolina
$1.31M 12,624 +1,987 +19%
VFA
68
Voya Financial Advisors
Connecticut
$1.28M 12,356 -6,450 -34%
IH
69
IFC Holdings
Florida
$1.25M 12,010 +2,102 +21%
MHS
70
M Holdings Securities
Oregon
$1.24M 11,874 +5,761 +94%
KIA
71
KCM Investment Advisors
California
$1.21M 11,652 -82 -0.7%
Comerica Bank
72
Comerica Bank
Texas
$1.16M 11,079 +205 +2%
NPC
73
National Planning Corporation
California
$1.06M 10,265 -124 -1%
HIIFS
74
Harel Insurance Investments & Financial Services
Israel
$1.06M 10,145 +10,145 New
SWP
75
Stratos Wealth Partners
Ohio
$990K 9,514 +5,530 +139%
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3
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