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iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
51
Steinberg Global Asset Management
Florida
$1.73M 32,454 +28,306 +682%
GT
52
Glenview Trust
Kentucky
$1.72M 32,362 +32,362 New
SXL
53
Summit X LLC
Missouri
$1.7M 32,010 -11,458 -26%
MCM
54
Murphy Capital Management
New Jersey
$1.57M 29,590 +340 +1%
VF
55
Virtu Financial
New York
$1.57M 29,556 -60,944 -67%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.54M 28,946 +10,878 +60%
GWM
57
Geneos Wealth Management
Colorado
$1.46M 27,680 +390 +1%
CCA
58
Clearwater Capital Advisors
Illinois
$1.44M 27,084 -2,094 -7%
PFA
59
Pettinga Financial Advisors
Indiana
$1.41M 26,410 +26,410 New
KA
60
Kovack Advisors
Florida
$1.4M 26,340 +2,370 +10%
AW
61
ACG Wealth
Georgia
$1.4M 26,316 -2,052 -7%
PI
62
PineBridge Investments
New York
$1.39M 26,200 +400 +2%
VFA
63
Voya Financial Advisors
Connecticut
$1.35M 25,526 +1,148 +5%
CC
64
Callan Capital
California
$1.33M 25,040 – –
UCFA
65
United Capital Financial Advisors
Texas
$1.32M 24,850 -127,058 -84%
CIM
66
Confluence Investment Management
Missouri
$1.32M 24,746 -868 -3%
GH
67
GAM Holding
Switzerland
$1.31M 24,550 – –
KIA
68
KCM Investment Advisors
California
$1.26M 23,614 +102 +0.4%
CWM
69
Chesapeake Wealth Management
Virginia
$1.24M 23,370 -1,132 -5%
Comerica Bank
70
Comerica Bank
Texas
$1.24M 21,548 -200 -0.9%
SPC
71
Sigma Planning Corp
Michigan
$1.2M 22,624 +994 +5%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$1.11M 20,884 -27,896 -57%
Creative Planning
73
Creative Planning
Kansas
$1.03M 19,432 -100 -0.5%
FAAS
74
First Allied Advisory Services
California
$1.02M 19,156 -8,530 -31%
SF
75
Synovus Financial
Georgia
$1.01M 19,048 +13,258 +229%
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