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iShares US Financials ETF
IYF

Overview Fund Activity

219 hedge funds and large institutions have $1.24B invested in iShares US Financials ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
77
Reduced
56
Closed
24
Calls
$6.6M
Puts
$7.1M
Net Calls
-$507K
Net Calls Change
-$2.61M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$97.3M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$51.9M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.4M
5
GC
5
Grimes & Company
Massachusetts
$19.4M

Top Sellers

1
QIM
1
Quantitative Investment Management
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.66M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.7M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
Sequoia Wealth Management
Illinois
$2.34M 19,801 +3,255 +20%
MA
52
Mutual Advisors
Nebraska
$2.24M 18,987 +2,101 +12%
TSS
53
Two Sigma Securities
New York
$2.2M 18,654 -13,562 -42%
Citigroup
54
Citigroup
New York
$2.1M 17,859 +151 +0.9%
SI
55
Stephens Inc
Arkansas
$2.08M 17,687 +11,508 +186%
IA
56
IFP Advisors
Florida
$1.95M 16,331 – –
F
57
F3Logic
Minnesota
$1.87M 15,865 +15,865 New
MCM
58
Murphy Capital Management
New Jersey
$1.84M 15,620 -35 -0.2%
PI
59
PineBridge Investments
New York
$1.7M 14,400 +14,400 New
AW
60
ACG Wealth
Georgia
$1.67M 14,184 – –
CCA
61
Clearwater Capital Advisors
Illinois
$1.64M 13,914 +51 +0.4%
FAAS
62
First Allied Advisory Services
California
$1.6M 13,553 -12,100 -47%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.6M 13,568 +1,410 +12%
CC
64
Callan Capital
California
$1.53M 12,944 – –
CIM
65
Confluence Investment Management
Missouri
$1.49M 12,665 -33,136 -72%
CWM
66
Chesapeake Wealth Management
Virginia
$1.45M 12,329 +12,329 New
SPC
67
Sigma Planning Corp
Michigan
$1.45M 12,263 -3,431 -22%
ACP
68
Aveo Capital Partners
Colorado
$1.4M 11,899 +1,181 +11%
KIA
69
KCM Investment Advisors
California
$1.38M 11,733 +19 +0.2%
CWA
70
Clarus Wealth Advisors
Arizona
$1.32M 11,204 +1,092 +11%
CS
71
Comerica Securities
Michigan
$1.29M 10,951 +212 +2%
Comerica Bank
72
Comerica Bank
Texas
$1.29M 10,874 -100 -0.9%
KA
73
Kovack Advisors
Florida
$1.27M 10,810 -4,891 -31%
MHS
74
M Holdings Securities
Oregon
$1.18M 9,979 -1,369 -12%
Creative Planning
75
Creative Planning
Kansas
$1.16M 9,860 +33 +0.3%
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