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iShares US Financials ETF
IYF

Overview Fund Activity

220 hedge funds and large institutions have $956M invested in iShares US Financials ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 27 closing their positions.

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
5.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
85
Closed
27
Calls
$11.8M
Puts
$1.77M
Net Calls
+$10M
Net Calls Change
+$7.94M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$265M
2
BHB
2
Bank Hapoalim BM
Israel
$5.66M
3
PAG
3
Private Advisor Group
New Jersey
$6.82M
4
VF
4
Virtu Financial
New York
$5.5M
5
Bank of America
5
Bank of America
North Carolina
$160M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$13.6M
4
CS
4
Credit Suisse
Switzerland
$1.71M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
Sequoia Wealth Management
Illinois
$1.96M 16,152 -956 -6%
F
52
F3Logic
Minnesota
$1.82M 14,913 -462 -3%
MCM
53
Murphy Capital Management
New Jersey
$1.78M 14,625 -840 -5%
CCA
54
Clearwater Capital Advisors
Illinois
$1.77M 14,589 +50 +0.3%
FTS
55
Fifth Third Securities
Ohio
$1.76M 14,518 +14,518 New
AW
56
ACG Wealth
Georgia
$1.72M 14,184 – –
CS
57
Credit Suisse
Switzerland
$1.71M 14,083 -117,915 -89%
FAAS
58
First Allied Advisory Services
California
$1.68M 13,843 +780 +6%
GWM
59
Geneos Wealth Management
Colorado
$1.66M 13,645 +863 +7%
ACP
60
Aveo Capital Partners
Colorado
$1.57M 13,707 +1,405 +11%
PI
61
PineBridge Investments
New York
$1.57M 12,900 -1,500 -10%
CIM
62
Confluence Investment Management
Missouri
$1.56M 12,807 +96 +0.8%
CC
63
Callan Capital
California
$1.52M 12,520 -118 -0.9%
GH
64
GAM Holding
Switzerland
$1.5M 12,275 – –
CWM
65
Chesapeake Wealth Management
Virginia
$1.49M 12,251 -30 -0.2%
VFA
66
Voya Financial Advisors
Connecticut
$1.49M 12,189 -6,551 -35%
KA
67
Kovack Advisors
Florida
$1.46M 11,985 -823 -6%
KIA
68
KCM Investment Advisors
California
$1.43M 11,756 +23 +0.2%
CS
69
Comerica Securities
Michigan
$1.38M 11,302 -81 -0.7%
CWA
70
Clarus Wealth Advisors
Arizona
$1.36M 11,203 -1 -0%
SPC
71
Sigma Planning Corp
Michigan
$1.31M 10,815 +271 +3%
Comerica Bank
72
Comerica Bank
Texas
$1.24M 10,874 – –
Creative Planning
73
Creative Planning
Kansas
$1.19M 9,766 -22 -0.2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.1M 9,034 +443 +5%
MCM
75
Maryland Capital Management
Maryland
$1.08M 8,892 -13 -0.1%
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