IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$965K 9,071 -4,636 -34%
SB
77
Suntrust Banks
Georgia
$927K 8,710 +8,710 New
William Blair & Company
78
William Blair & Company
Illinois
$885K 8,319 +2,130 +34%
AF
79
Advisornet Financial
Minnesota
$877K 8,242 +8,242 New
GKWIM
80
Gerber Kawasaki Wealth & Investment Management
California
$873K 8,212 +8,212 New
SWP
81
Stratos Wealth Partners
Ohio
$867K 8,153 -266 -3%
AFC
82
AFT Forsyth & Company
Florida
$824K 7,747 -85 -1%
DC
83
Davenport & Co
Virginia
$798K 7,500 +152 +2%
CS
84
Comerica Securities
Michigan
$764K 7,185 -4,117 -36%
EDRH
85
Edmond de Rothschild Holding
Switzerland
$760K 7,150 -750 -9%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$750K 7,047 +3,282 +87%
WT
87
Whittier Trust
California
$725K 6,820 +5,920 +658%
SI
88
Stephens Inc
Arkansas
$717K 6,738 -1,507 -18%
GCP
89
Gill Capital Partners
Colorado
$692K 4,992 +4,992 New
KTA
90
Keeley-Teton Advisors
Illinois
$688K 6,469 -229 -3%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$686K 6,446 +6,446 New
BIA
92
Bigelow Investment Advisors
Maine
$684K 6,435 -1,345 -17%
SPIA
93
Steward Partners Investment Advisory
New York
$667K 6,274 +321 +5%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$643K 6,043 -373 -6%
IIA
95
IPG Investment Advisors
California
$637K 5,990 – –
CB
96
Commerce Bank
Missouri
$632K 5,935 +500 +9%
KPW
97
Kore Private Wealth
New York
$621K 5,836 +5,836 New
CFGS
98
Concourse Financial Group Securities
Alabama
$618K 5,810 +844 +17%
MGIA
99
Matthew Goff Investment Advisor
Texas
$615K 5,782 – –
IWM
100
IHT Wealth Management
Illinois
$609K 5,728 -240 -4%
2 3
4
5 6