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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $831M invested in iShares US Financials ETF in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
55
Reduced
41
Closed
18
Calls
$2.01M
Puts
$855K
Net Calls
+$1.16M
Net Calls Change
+$2.82M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$94.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$36.1M
4
BCM
4
Brookstone Capital Management
Illinois
$11.5M
5
AC
5
Allstate Corporation
Illinois
$31.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.9M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$37.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
CS
4
Credit Suisse
Switzerland
$355K
5
Goldman Sachs
5
Goldman Sachs
New York
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Concert Wealth Management
California
$668K 7,367 +5,013 +213%
VKH
77
Virtu KCG Holdings
New York
$667K 7,416 -7,973 -52%
RPG
78
Risk Paradigm Group
Texas
$664K 7,374 +7,374 New
KF
79
Krilogy Financial
Missouri
$654K 7,270 -1,275 -15%
EDRH
80
Edmond de Rothschild Holding
Switzerland
$636K 7,064 +1,685 +31%
NG
81
NatWest Group
United Kingdom
$630K 7,000 – –
KAM
82
Keeley Asset Management
Illinois
$621K 6,895 -367 -5%
PFM
83
Parsec Financial Management
North Carolina
$621K 6,905 – –
CCA
84
Clearwater Capital Advisors
Illinois
$612K 6,851 +2,580 +60%
WTC
85
WhitTier Trust Company
Nevada
$609K 6,772 -753 -10%
Citigroup
86
Citigroup
New York
$605K 6,726 -2,015 -23%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$539K 5,982 -2,466 -29%
GWM
88
Geneos Wealth Management
Colorado
$531K 5,900 +2,145 +57%
MHS
89
M Holdings Securities
Oregon
$523K 5,809 +5,809 New
CC
90
Cedar Capital
Illinois
$506K 5,618 +5,618 New
SS
91
Simplicity Solutions
Minnesota
$468K 5,202 +74 +1%
EDRM
92
Edmond de Rothschild (Monaco)
Monaco
$455K 5,060 +5,060 New
PH
93
Pinnacle Holdings
Oklahoma
$430K 4,774 – –
CRC
94
Curi RMB Capital
Illinois
$415K 4,606 +192 +4%
SI
95
SII Investments
Wisconsin
$413K 4,565 +115 +3%
VC
96
Vicus Capital
Pennsylvania
$399K 4,430 +398 +10%
PNC
97
Park National Corp
Ohio
$395K 4,390 -260 -6%
SWP
98
Stratos Wealth Partners
Ohio
$384K 4,272 +1,033 +32%
MBT
99
Monroe Bank & Trust
Michigan
$383K 4,239 -425 -9%
ASN
100
Advisory Services Network
Georgia
$370K 4,112 +793 +24%
2 3
4
5 6