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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $831M invested in iShares US Financials ETF in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
55
Reduced
41
Closed
18
Calls
$2.01M
Puts
$855K
Net Calls
+$1.16M
Net Calls Change
+$2.82M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$94.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$36.1M
4
BCM
4
Brookstone Capital Management
Illinois
$11.5M
5
AC
5
Allstate Corporation
Illinois
$31.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.9M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$37.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
CS
4
Credit Suisse
Switzerland
$355K
5
Goldman Sachs
5
Goldman Sachs
New York
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$365K 4,053 -15,611 -79%
CS
102
Credit Suisse
Switzerland
$355K 3,939 -74,281 -95%
AIM
103
Acropolis Investment Management
Missouri
$353K 3,921 -205 -5%
Creative Planning
104
Creative Planning
Kansas
$350K 3,889 +313 +9%
SE
105
Summit Equities
New Jersey
$330K 3,662 +601 +20%
FIM
106
Freedom Investment Management
Connecticut
$318K 3,534 +3,534 New
DC
107
Davenport & Co
Virginia
$291K 3,228 +3,228 New
BPC
108
Banque Pictet & Cie
Switzerland
$275K 3,055 -2,390 -44%
BTNA
109
Bremer Trust National Association
Minnesota
$251K 2,781 -300 -10%
NCMW
110
Northern Capital Management (Wisconsin)
Wisconsin
$248K 2,750 -100 -4%
TSS
111
Two Sigma Securities
New York
$238K 2,648 +2,648 New
CB
112
Chemical Bank
Michigan
$225K 2,502 -176 -7%
William Blair & Company
113
William Blair & Company
Illinois
$215K 2,385 +2,385 New
AI
114
Atria Investments
North Carolina
$212K 2,357 +2,357 New
CAM
115
Carret Asset Management
New York
$212K 2,360 +2,360 New
FWCM
116
Ferguson Wellman Capital Management
Oregon
$210K 2,330 – –
V
117
Veritable
Delaware
$202K 2,240 +2,240 New
CAN
118
Cetera Advisor Networks
California
$200K 2,228 -3,982 -64%
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$189K 2,105 -1,535 -42%
VEA
120
Virtus ETF Advisers
New York
$179K 1,986 +1,986 New
SF
121
Synovus Financial
Georgia
$175K 1,940 – –
EDRS
122
Edmond de Rothschild (Suisse)
Switzerland
$152K 1,685 +1,685 New
EAMA
123
EFG Asset Management (Americas)
Florida
$145K 1,226 +1,226 New
NSIM
124
North Star Investment Management
Illinois
$136K 1,507 – –
US Bancorp
125
US Bancorp
Minnesota
$133K 1,473 -653 -31%
3 4
5
6 7