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iShares US Financials ETF
IYF

Overview Fund Activity

219 hedge funds and large institutions have $1.24B invested in iShares US Financials ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
77
Reduced
56
Closed
24
Calls
$6.6M
Puts
$7.1M
Net Calls
-$507K
Net Calls Change
-$2.61M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$97.3M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$51.9M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.4M
5
GC
5
Grimes & Company
Massachusetts
$19.4M

Top Sellers

1
QIM
1
Quantitative Investment Management
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.66M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.7M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
76
Bigelow Investment Advisors
Maine
$1.09M 9,210 – –
TAMH
77
Taikang Asset Management (HK)
Hong Kong
$1.02M 8,661 – –
MCM
78
Maryland Capital Management
Maryland
$1.02M 8,616 +1,461 +20%
EDRH
79
Edmond de Rothschild Holding
Switzerland
$1M 8,485 – –
Bank of New York Mellon
80
Bank of New York Mellon
New York
$965K 8,193 -255 -3%
GWM
81
Geneos Wealth Management
Colorado
$921K 7,823 +1,163 +17%
AFC
82
AFT Forsyth & Company
Florida
$890K 7,552 +90 +1%
GRP
83
Global Retirement Partners
California
$880K 7,467 +3,160 +73%
SWP
84
Stratos Wealth Partners
Ohio
$838K 7,110 +420 +6%
SGAM
85
Steinberg Global Asset Management
Florida
$814K 6,909 -151 -2%
KTA
86
Keeley-Teton Advisors
Illinois
$788K 6,688 -78 -1%
DC
87
Davenport & Co
Virginia
$780K 6,620 +1,728 +35%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$769K 6,528 +920 +16%
MGIA
89
Matthew Goff Investment Advisor
Texas
$756K 6,419 – –
William Blair & Company
90
William Blair & Company
Illinois
$729K 6,189 +3,064 +98%
APA
91
American Portfolios Advisors
New York
$728K 6,182 -507 -8%
SPIA
92
Steward Partners Investment Advisory
New York
$728K 6,183 -753 -11%
KF
93
Krilogy Financial
Missouri
$666K 5,655 – –
IIA
94
IPG Investment Advisors
California
$654K 5,550 +620 +13%
HNB
95
Huntington National Bank
Ohio
– – – –
CF
96
Centaurus Financial
California
$606K 5,145 +5,145 New
IWM
97
IHT Wealth Management
Illinois
$601K 5,204 +658 +14%
DADC
98
D.A. Davidson & Co
Montana
$570K 4,835 -318 -6%
SS
99
Simplicity Solutions
Minnesota
$570K 4,835 +1,944 +67%
PH
100
Pinnacle Holdings
Oklahoma
$562K 4,774 – –
2 3
4
5 6