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iShares US Financials ETF
IYF

Overview Fund Activity

126 hedge funds and large institutions have $460M invested in iShares US Financials ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
31
Increased
34
Reduced
43
Closed
9
Calls
$5.09M
Puts
$553K
Net Calls
+$4.53M
Net Calls Change
-$848K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.9M
2
AssetMark Inc
2
AssetMark Inc
California
$60M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.2M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$4.5M
5
AAS
5
Annex Advisory Services
Wisconsin
$8.98M

Top Sellers

1
U
1
UBS
Switzerland
$12.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.36M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Citigroup
5
Citigroup
New York
$203K
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$259K 3,225 +3,225 New
MAS
77
Madden Advisory Services
Florida
$258K 3,220 +3,220 New
QIM
78
Quantitative Investment Management
Virginia
$248K 3,100 -2,200 -42%
FWCM
79
Ferguson Wellman Capital Management
Oregon
$247K 3,080 -30 -1%
B
80
Baird
Wisconsin
$246K 3,065 -2,771 -47%
LWM
81
LBA Wealth Management
Florida
$245K 3,060 +3,060 New
SI
82
Stephens Inc
Arkansas
$218K 2,725 +2,725 New
Parallax Volatility Advisers
83
Parallax Volatility Advisers
California
$214K 2,671 +90 +3%
MFS
84
MSI Financial Services
Massachusetts
$212K 2,650 -276 -9%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$208K 2,600 +2,600 New
KeyBank National Association
86
KeyBank National Association
Ohio
$204K 2,550 +2,550 New
Citigroup
87
Citigroup
New York
$203K 2,529 -100,356 -98%
V
88
Veritable
Delaware
$180K 2,240 +2,240 New
MMG
89
Monetary Management Group
Missouri
$172K 2,150 – –
WT
90
Whittier Trust
California
$169K 2,110 -1,025 -33%
RIA
91
Regal Investment Advisors
Michigan
$130K 1,616 +1,331 +467%
WA
92
WFG Advisors
Texas
$101K 1,262 -2,426 -66%
TRCT
93
Tower Research Capital (TRC)
New York
$99K 1,232 -39,408 -97%
Creative Planning
94
Creative Planning
Kansas
$92K 1,146 -419 -27%
GT
95
Glenmede Trust
Pennsylvania
$92K 1,150 – –
AA
96
Apriem Advisors
California
$80K 1,000 – –
QLMGAA
97
QS Legg Mason Global Asset Allocation
New York
$76K 937 +937 New
US Bancorp
98
US Bancorp
Minnesota
$72K 893 – –
SF
99
Synovus Financial
Georgia
$69K 871 – –
SFSIG
100
San Francisco Sentry Investment Group
California
$65K 808 +808 New
2 3
4
5 6