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iShares US Financials ETF
IYF

Overview Fund Activity

226 hedge funds and large institutions have $740M invested in iShares US Financials ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 26 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
54
Reduced
81
Closed
26
Calls
$3.41M
Puts
$741K
Net Calls
+$2.66M
Net Calls Change
-$5.64M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$29.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.4M
4
PL
4
Polianta Ltd
Jersey
$7.42M
5
AWM
5
AE Wealth Management
Kansas
$4.16M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.6M
2
CS
2
Credit Suisse
Switzerland
$1.71M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Bank of America
4
Bank of America
North Carolina
$117M
5
HNB
5
Huntington National Bank
Ohio
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
51
Pettinga Financial Advisors
Indiana
$1.92M 15,320 -200 -1%
NA
52
Navellier & Associates
Nevada
$1.86M 14,832 +14,832 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.86M 14,823 +8,267 +126%
SPC
54
Sigma Planning Corp
Michigan
$1.83M 14,600 +4,011 +38%
Citigroup
55
Citigroup
New York
$1.83M 14,590 -782 -5%
MCM
56
Murphy Capital Management
New Jersey
$1.78M 14,195 -375 -3%
CS
57
Credit Suisse
Switzerland
$1.71M 13,618 -63,145 -82%
GWM
58
Geneos Wealth Management
Colorado
$1.7M 13,559 +152 +1%
AW
59
ACG Wealth
Georgia
$1.6M 12,743 -270 -2%
CC
60
Callan Capital
California
$1.57M 12,506 -14 -0.1%
TFA
61
Transamerica Financial Advisors
Florida
$1.54M 12,239 +12,239 New
KIA
62
KCM Investment Advisors
California
$1.49M 11,856 +23 +0.2%
F
63
F3Logic
Minnesota
$1.42M 11,329 -3,944 -26%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$1.42M 11,276 +8,649 +329%
CWM
65
Chesapeake Wealth Management
Virginia
$1.41M 11,196 -324 -3%
PI
66
PineBridge Investments
New York
$1.39M 11,100 +4,000 +56%
FTS
67
Fifth Third Securities
Ohio
$1.38M 10,948 +10,948 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
– – – –
FAAS
69
First Allied Advisory Services
California
$1.32M 10,489 -1,506 -13%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$1.31M 10,400 +10,400 New
VFA
71
Voya Financial Advisors
Connecticut
$1.29M 10,359 -2,162 -17%
SF
72
Synovus Financial
Georgia
$1.27M 10,091 +76 +0.8%
DC
73
Davenport & Co
Virginia
$1.17M 9,305 +1,906 +26%
SWP
74
Stratos Wealth Partners
Ohio
$1.15M 9,153 +1,529 +20%
EDRH
75
Edmond de Rothschild Holding
Switzerland
$1.11M 8,800 +2,000 +29%
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