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iShares US Financials ETF
IYF

Overview Fund Activity

223 hedge funds and large institutions have $684M invested in iShares US Financials ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
38
Reduced
86
Closed
27
Calls
$1.43M
Puts
$1.37M
Net Calls
+$65K
Net Calls Change
-$2.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$132M
2
Barclays
2
Barclays
United Kingdom
$4.31M
3
CS
3
Credit Suisse
Switzerland
$5.51M
4
FEM
4
Fulcrum Equity Management
Texas
$3.76M
5
OIA
5
OneDigital Investment Advisors
Kansas
$4.19M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$61.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.18M
5
PL
5
Polianta Ltd
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
51
CIBC World Market
Ontario, Canada
$1.88M 14,563 -772 -5%
MCM
52
Murphy Capital Management
New Jersey
$1.86M 14,430 +235 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.84M 14,267 -6,860 -32%
GWM
54
Geneos Wealth Management
Colorado
$1.8M 14,011 +452 +3%
Citigroup
55
Citigroup
New York
$1.74M 13,550 -1,040 -7%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.74M 13,510 -12,333 -48%
SPC
57
Sigma Planning Corp
Michigan
$1.58M 12,271 -2,329 -16%
CC
58
Callan Capital
California
$1.54M 11,947 -559 -4%
KIA
59
KCM Investment Advisors
California
$1.53M 11,856 – –
AW
60
ACG Wealth
Georgia
$1.47M 11,378 -1,365 -11%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
– – – –
PI
62
PineBridge Investments
New York
$1.43M 11,100 – –
CWM
63
Chesapeake Wealth Management
Virginia
$1.41M 10,988 -208 -2%
KA
64
Kovack Advisors
Florida
$1.32M 10,280 -5,884 -36%
FAAS
65
First Allied Advisory Services
California
$1.24M 9,620 -869 -8%
SF
66
Synovus Financial
Georgia
$1.2M 9,326 -765 -8%
VFA
67
Voya Financial Advisors
Connecticut
$1.2M 9,278 -1,081 -10%
EDRH
68
Edmond de Rothschild Holding
Switzerland
$1.13M 8,800 – –
SWP
69
Stratos Wealth Partners
Ohio
$1.12M 8,732 -421 -5%
F
70
F3Logic
Minnesota
$1.12M 8,738 -2,591 -23%
DC
71
Davenport & Co
Virginia
$1.12M 8,915 -390 -4%
AFC
72
AFT Forsyth & Company
Florida
$1.06M 8,268 +144 +2%
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$1.06M 8,265 +1 +0%
CCA
74
Clearwater Capital Advisors
Illinois
$980K 7,611 -430 -5%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$928K 7,207 -1,180 -14%
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