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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+21
Holders Change %
+14.79%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
34
Increased
50
Reduced
36
Closed
11
Calls
$1.85M
Puts
$1.44M
Net Calls
+$412K
Net Calls Change
-$861K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$96.3M
2
TFA
2
Transamerica Financial Advisors
Florida
$73.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$46.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$38.1M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
AAS
4
Annex Advisory Services
Wisconsin
$347K
5
BIM
5
BlackRock Investment Management
Delaware
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NCMW
101
Northern Capital Management (Wisconsin)
Wisconsin
$378K 8,430 +2,270 +37%
AAS
102
Annex Advisory Services
Wisconsin
$347K 7,738 -386,874 -98%
CAN
103
Cetera Advisor Networks
California
$346K 7,748 – –
SE
104
Summit Equities
New Jersey
$328K 7,316 +2 +0%
CS
105
Comerica Securities
Michigan
$326K 7,256 +7,256 New
SWP
106
Stratos Wealth Partners
Ohio
$311K 6,928 +6,928 New
EDRE
107
Edmond de Rothschild (Europe)
Luxembourg
$305K 6,788 +6,788 New
BTNA
108
Bremer Trust National Association
Minnesota
$299K 6,658 +6,658 New
CB
109
Chemical Bank
Michigan
$282K 6,280 -50 -0.8%
Jane Street
110
Jane Street
New York
$278K 6,204 +6,204 New
CFA
111
Camarda Financial Advisors
Florida
$270K 6,018 +1,738 +41%
MML Investors Services
112
MML Investors Services
Massachusetts
$267K 5,950 +5,950 New
Mariner
113
Mariner
Kansas
$260K 5,788 +776 +15%
FWCM
114
Ferguson Wellman Capital Management
Oregon
$254K 5,660 – –
CAM
115
Carret Asset Management
New York
$246K 5,480 -110 -2%
FA
116
FDx Advisors
Illinois
$243K 5,404 +5,404 New
CNB
117
City National Bank
California
$232K 5,174 -5,744 -53%
SI
118
SII Investments
Wisconsin
$221K 4,950 – –
CASB
119
Cape Ann Savings Bank
Massachusetts
$214K 4,766 – –
V
120
Veritable
Delaware
$201K 4,480 +4,480 New
JFGIW
121
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K 4,340 -4,700 -52%
WT
122
Whittier Trust
California
$189K 4,220 – –
LWM
123
LBA Wealth Management
Florida
$172K 3,840 – –
Barclays
124
Barclays
United Kingdom
$169K 3,800 -233,034 -98%
KAM
125
Keeley Asset Management
Illinois
$161K 23,642 -4,998 -17%
3 4
5
6 7