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iShares US Financials ETF
IYF

Overview Fund Activity

126 hedge funds and large institutions have $460M invested in iShares US Financials ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
31
Increased
34
Reduced
43
Closed
9
Calls
$5.09M
Puts
$553K
Net Calls
+$4.53M
Net Calls Change
-$848K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.9M
2
AssetMark Inc
2
AssetMark Inc
California
$60M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.2M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$4.5M
5
AAS
5
Annex Advisory Services
Wisconsin
$8.98M

Top Sellers

1
U
1
UBS
Switzerland
$12.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.36M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Citigroup
5
Citigroup
New York
$203K
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
101
Sandy Spring Bank
Maryland
$53K 660 -160 -20%
PFA
102
Paradigm Financial Advisors
Missouri
$53K 655 +655 New
WIL
103
Winifred I. Li
$42K 520 – –
VIA
104
Vantage Investment Advisors
Pennsylvania
$37K 465 +465 New
AA
105
AlphaMark Advisors
Kentucky
$36K 450 -200 -31%
ClearBridge Investments
106
ClearBridge Investments
New York
$26K 325 +325 New
TWM
107
Torch Wealth Management
Ohio
$24K 300 +300 New
ASN
108
Advisory Services Network
Georgia
$23K 289 +289 New
FNBT
109
FineMark National Bank & Trust
Florida
$20K 250 – –
WA
110
Winfield Associates
Ohio
$18K 220 +220 New
JFGIW
111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K 215 -400 -65%
M&T Bank
112
M&T Bank
New York
$16K 200 – –
HRIA
113
Haberer Registered Investment Advisor
Ohio
$16K 200 – –
QCMC
114
Quantum Capital Management (California)
California
$16K 200 +200 New
TFO
115
Tarbox Family Office
California
$15K 185 +185 New
ACM
116
Aviance Capital Management
Florida
$14K 172 +133 +341%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$8K 100 – –
HI
118
Hudock Inc
Pennsylvania
$8K 95 – –
DADC
119
D.A. Davidson & Co
Montana
$8K 100 +100 New
WRM
120
Westport Resources Management
Connecticut
$6K 80 – –
JIR
121
James Investment Research
Ohio
$5K 60 +60 New
PSI
122
Pinnacle Summer Investments
Virginia
$3K 41 +41 New
LFG
123
LifePlan Financial Group
Ohio
$2K 29 +29 New
Invesco
124
Invesco
Georgia
$1K 15 -390 -96%
EK
125
Evensky & Katz
Florida
$1K 20 – –
2 3 4
5
6