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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+32
Holders Change %
+24.43%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
45
Increased
51
Reduced
35
Closed
11
Calls
$3.34M
Puts
$5M
Net Calls
-$1.65M
Net Calls Change
-$3.25M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
BTS
3
BB&T Securities
Virginia
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
TFA
5
Transamerica Financial Advisors
Florida
$88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.12M
2
ACM
2
Aviance Capital Management
Florida
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.31M
5
TH
5
Timber Hill
Connecticut
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
101
Stephens Inc
Arkansas
$429K 4,758 +1,783 +60%
MMLI
102
Massachusetts Mutual Life Insurance
Massachusetts
$389K 4,315 -115 -3%
US Bancorp
103
US Bancorp
Minnesota
$364K 4,028 – –
CAN
104
Cetera Advisor Networks
California
$361K 4,003 +4,003 New
CA
105
Cetera Advisors
Colorado
$348K 3,864 +1,476 +62%
SPC
106
Sigma Planning Corp
Michigan
$336K 3,727 +3,727 New
M&T Bank
107
M&T Bank
New York
$331K 3,675 -1,276 -26%
SE
108
Summit Equities
New Jersey
$330K 3,656 – –
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$324K 3,594 +3,514 +4,393%
CB
110
Chemical Bank
Michigan
$305K 3,378 -435 -11%
FIM
111
Freedom Investment Management
Connecticut
$294K 3,258 -420 -11%
NFG
112
Next Financial Group
Texas
$270K 2,990 +1,403 +88%
NCMW
113
Northern Capital Management (Wisconsin)
Wisconsin
$267K 2,960 +205 +7%
CAM
114
Carret Asset Management
New York
$266K 2,945 +200 +7%
OC
115
Oppenheimer & Co
New York
$263K 2,912 +2,912 New
FWCM
116
Ferguson Wellman Capital Management
Oregon
$255K 2,830 – –
Bank of New York Mellon
117
Bank of New York Mellon
New York
$251K 2,784 +2,784 New
SI
118
SII Investments
Wisconsin
$250K 2,780 -1,390 -33%
TSS
119
Two Sigma Securities
New York
$242K 2,682 +2,682 New
Mariner
120
Mariner
Kansas
$226K 2,506 -137 -5%
CASB
121
Cape Ann Savings Bank
Massachusetts
$219K 2,433 – –
V
122
Veritable
Delaware
$202K 2,240 +2,240 New
LWM
123
LBA Wealth Management
Florida
$201K 2,230 – –
Northern Trust
124
Northern Trust
Illinois
$201K 2,232 +2,232 New
WT
125
Whittier Trust
California
$190K 2,110 – –
3 4
5
6 7