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iShares US Financials ETF
IYF

Overview Fund Activity

127 hedge funds and large institutions have $650M invested in iShares US Financials ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
20
Increased
43
Reduced
32
Closed
19
Calls
$5.44M
Puts
$3.69M
Net Calls
+$1.75M
Net Calls Change
-$2.79M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
AssetMark Inc
2
AssetMark Inc
California
$116M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$29.4M
5
ACM
5
Aviance Capital Management
Florida
$11.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.4M
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
DWA
3
Dorsey Wright & Associates
California
$0
4
CS
4
Credit Suisse
Switzerland
$276K
5
CIM
5
Confluence Investment Management
Missouri
$6.76M
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K 575 +360 +167%
WA
102
WFG Advisors
Texas
$43K 528 -734 -58%
WIL
103
Winifred I. Li
$43K 520 – –
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$40.9K 500 +500 New
VIA
105
Vantage Investment Advisors
Pennsylvania
$38K 465 – –
FHA
106
First Horizon Advisors
Tennessee
$33K 400 +400 New
AA
107
AlphaMark Advisors
Kentucky
$29K 350 -100 -22%
TWM
108
Torch Wealth Management
Ohio
$25K 300 – –
M&T Bank
109
M&T Bank
New York
$24K 290 +90 +45%
BRWM
110
B. Riley Wealth Management
Tennessee
$22K 270 +270 New
FNBT
111
FineMark National Bank & Trust
Florida
$20K 250 – –
WA
112
Winfield Associates
Ohio
$18K 220 – –
HRIA
113
Haberer Registered Investment Advisor
Ohio
$16K 200 – –
BAM
114
Barrett Asset Management
New York
$15K 180 +180 New
CFA
115
Camarda Financial Advisors
Florida
$9K 111 +111 New
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$8K 100 – –
DADC
117
D.A. Davidson & Co
Montana
$8K 100 – –
HI
118
Hudock Inc
Pennsylvania
$8K 95 – –
WRM
119
Westport Resources Management
Connecticut
$7K 80 – –
Parallax Volatility Advisers
120
Parallax Volatility Advisers
California
$4K 54 -2,617 -98%
NMIS
121
Northwestern Mutual Investment Services
Wisconsin
$4K 45 +45 New
PSI
122
Pinnacle Summer Investments
Virginia
$3K 41 – –
LFG
123
LifePlan Financial Group
Ohio
$2K 29 – –
NSIM
124
North Star Investment Management
Illinois
$2K 28 +28 New
Walleye Trading
125
Walleye Trading
New York
$1.63K 19,877 +19,877 New
2 3 4
5
6