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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+21
Holders Change %
+14.79%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
34
Increased
50
Reduced
36
Closed
11
Calls
$1.85M
Puts
$1.44M
Net Calls
+$412K
Net Calls Change
-$861K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$96.3M
2
TFA
2
Transamerica Financial Advisors
Florida
$73.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$46.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$38.1M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
AAS
4
Annex Advisory Services
Wisconsin
$347K
5
BIM
5
BlackRock Investment Management
Delaware
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$771K 8,598 +8,598 New
SWM
77
Strategic Wealth Management
Washington
$764K 8,516 -16 -0.2%
CFS
78
Commonwealth Financial Services
West Virginia
$740K 8,251 +8,251 New
MCM
79
Murphy Capital Management
New Jersey
$700K 7,810 +100 +1%
IIA
80
IPG Investment Advisors
California
$695K 7,740 +200 +3%
AI
81
Atria Investments
North Carolina
$692K 7,709 +7,709 New
Citigroup
82
Citigroup
New York
$681K 7,588 +1,770 +30%
WEC
83
Winslow Evans & Crocker
Massachusetts
$663K 7,386 +7,386 New
PFM
84
Parsec Financial Management
North Carolina
$642K 7,150 – –
M&T Bank
85
M&T Bank
New York
$619K 6,896 +1,747 +34%
BCM
86
Beck Capital Management
Texas
$610K 6,794 -35 -0.5%
BTS
87
BB&T Securities
Virginia
$608K 6,780 +180 +3%
WTC
88
WhitTier Trust Company
Nevada
$583K 6,500 – –
SPC
89
Sigma Planning Corp
Michigan
$561K 6,254 +2,455 +65%
PIA
90
Peachtree Investment Advisors
Georgia
$552K 6,150 +1,745 +40%
HF
91
HRT Financial
New York
$506K 5,643 +5,643 New
MBT
92
Monroe Bank & Trust
Michigan
$492K 5,480 -474 -8%
IC
93
InterOcean Capital
Illinois
$449K 5,004 +5,004 New
AIM
94
Acropolis Investment Management
Missouri
$439K 4,895 -695 -12%
PH
95
Pinnacle Holdings
Oklahoma
$428K 4,774 – –
EAMA
96
EFG Asset Management (Americas)
Florida
$426K 4,416 +4,416 New
PNC
97
Park National Corp
Ohio
$417K 4,650 – –
VKH
98
Virtu KCG Holdings
New York
$408K 4,542 +4,542 New
CL
99
CSS LLC
Illinois
$404K 4,500 +4,500 New
CA
100
Cetera Advisors
Colorado
$380K 4,264 +550 +15%
2 3
4
5 6