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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+32
Holders Change %
+24.43%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
45
Increased
51
Reduced
35
Closed
11
Calls
$3.34M
Puts
$5M
Net Calls
-$1.65M
Net Calls Change
-$3.25M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
BTS
3
BB&T Securities
Virginia
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
TFA
5
Transamerica Financial Advisors
Florida
$88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.12M
2
ACM
2
Aviance Capital Management
Florida
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.31M
5
TH
5
Timber Hill
Connecticut
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
76
CIBC World Market
Ontario, Canada
$1.13M 12,551 +9,251 +280%
Bank of Nova Scotia
77
Bank of Nova Scotia
Ontario, Canada
$1.08M 11,834 -3,228 -21%
FA
78
FDx Advisors
Illinois
$992K 10,997 +10,997 New
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$942K 10,449 -4,329 -29%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$896K 9,936 +5,477 +123%
CS
81
Credit Suisse
Switzerland
$868K 9,619 +9,619 New
CWM
82
Concert Wealth Management
California
$810K 8,962 +8,962 New
Macquarie Group
83
Macquarie Group
Australia
$786K 8,718 +8,718 New
IIA
84
IPG Investment Advisors
California
$770K 8,540 -2,050 -19%
SWM
85
Strategic Wealth Management
Washington
$770K 8,532 -868 -9%
Two Sigma Investments
86
Two Sigma Investments
New York
$767K 8,500 +8,500 New
Jane Street
87
Jane Street
New York
$744K 8,244 +8,244 New
MCM
88
Murphy Capital Management
New Jersey
$677K 7,510 -300 -4%
Creative Planning
89
Creative Planning
Kansas
$670K 7,431 +6,507 +704%
PFM
90
Parsec Financial Management
North Carolina
$655K 7,260 -470 -6%
BCM
91
Beck Capital Management
Texas
$619K 6,850 -1,000 -13%
WTC
92
WhitTier Trust Company
Nevada
$586K 6,500 – –
MBT
93
Monroe Bank & Trust
Michigan
$580K 6,434 -110 -2%
CNB
94
City National Bank
California
$545K 6,044 +3,007 +99%
AIM
95
Acropolis Investment Management
Missouri
$516K 5,720 -305 -5%
PAG
96
Private Advisor Group
New Jersey
$502K 5,560 -4,403 -44%
PNC
97
Park National Corp
Ohio
$451K 5,005 – –
PAM
98
PVG Asset Management
Colorado
$449K 4,980 +4,980 New
MFS
99
MSI Financial Services
Massachusetts
$436K 4,839 +1,054 +28%
PH
100
Pinnacle Holdings
Oklahoma
$431K 4,774 – –
2 3
4
5 6