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iShares US Financials ETF
108 hedge funds and large institutions have $433M invested in iShares US Financials ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
943% more call options, than puts
Call options by funds: $5.95M | Put options by funds: $571K
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
11% more capital invested
Capital invested by funds: $389M → $433M (+$43.5M)
8% more funds holding
Funds holding: 100 → 108 (+8)
0.76% less ownership
Funds ownership: 70.7% → 69.94% (-0.76%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
38
Reduced
30
Closed
6
Calls
$5.95M
Puts
$571K
Net Calls
+$5.38M
Net Calls Change
+$4.53M
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$42.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.62M |
| 3 |
Barclays
London,
United Kingdom
|
-$7.15M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.84M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
-$3.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
M&T Bank
Buffalo,
New York
| $15K | – | – | – |
|
|
DWA
102
Dorsey Wright & Associates
Pasadena,
California
| $12.8K | -$704K | -19,000 | -5% |
|
|
SFS
103
Signator Financial Services
Boston,
Massachusetts
| $10K | – | – | – |
|
104
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
HI
105
Hudock Inc
Williamsport,
Pennsylvania
| $7K | – | – | – |
|
|
WRM
106
Westport Resources Management
Westport,
Connecticut
| $6K | – | – | – |
|
|
ACM
107
Aviance Capital Management
Sarasota,
Florida
| $3K | +$2.89K | +78 | New |
|
|
EK
108
Evensky & Katz
Coral Gables,
Florida
| $1K | – | – | – |
|
|
GC
109
Guggenheim Capital
Chicago,
Illinois
| – | -$2.27M | -63,536 | Closed |
|
|
NPC
110
National Planning Corporation
El Segundo,
California
| – | -$736K | -20,554 | Closed |
|
111
Nomura Holdings
Tokyo,
Japan
| – | -$506K | -14,080 | Closed |
|
|
CW
112
Cobiz Wealth
Denver,
Colorado
| – | -$35K | -990 | Closed |
|
|
S
113
SignatureFD
Atlanta,
Georgia
| – | -$26K | -730 | Closed |
|
|
FHC
114
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$11K | -300 | Closed |
|