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iShares US Financials ETF
IYF

Overview Fund Activity

190 hedge funds and large institutions have $887M invested in iShares US Financials ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+27
Holders Change %
+16.56%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
58
Reduced
48
Closed
17
Calls
$2.13M
Puts
$1.85M
Net Calls
+$286K
Net Calls Change
-$871K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$20.8M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
TLIC
4
Thai Life Insurance Company
Thailand
$11.8M
5
Bank of America
5
Bank of America
North Carolina
$82.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.3M
3
AC
3
Allstate Corporation
Illinois
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.29M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$536K 5,285 +2,900 +122%
BFG
102
Barber Financial Group
Kansas
$512K 5,047 +5,047 New
SS
103
Simplicity Solutions
Minnesota
$497K 4,902 -300 -6%
PH
104
Pinnacle Holdings
Oklahoma
$484K 4,774 – –
DADC
105
D.A. Davidson & Co
Montana
$452K 4,467 +3,347 +299%
PNC
106
Park National Corp
Ohio
$446K 4,390 – –
SI
107
SII Investments
Wisconsin
$444K 4,388 -177 -4%
SWP
108
Stratos Wealth Partners
Ohio
$404K 3,984 -288 -7%
AIM
109
Acropolis Investment Management
Missouri
$398K 3,921 – –
MBT
110
Monroe Bank & Trust
Michigan
$393K 3,874 -365 -9%
DC
111
Davenport & Co
Virginia
$391K 3,857 +629 +19%
CRC
112
Curi RMB Capital
Illinois
$377K 3,719 -887 -19%
Creative Planning
113
Creative Planning
Kansas
$374K 3,682 -207 -5%
SE
114
Summit Equities
New Jersey
$372K 3,663 +1 +0%
MSS
115
Mitchell Sinkler & Starr
Pennsylvania
$319K 3,145 +3,145 New
CWM
116
Concert Wealth Management
California
$315K 3,121 -4,246 -58%
BPC
117
Banque Pictet & Cie
Switzerland
$310K 3,055 – –
IC
118
InterOcean Capital
Illinois
$298K 2,940 +2,940 New
MCM
119
Maryland Capital Management
Maryland
$286K 2,822 +2,822 New
BTNA
120
Bremer Trust National Association
Minnesota
$282K 2,771 -10 -0.4%
AI
121
Atria Investments
North Carolina
$265K 2,609 +252 +11%
CB
122
Chemical Bank
Michigan
$254K 2,502 – –
FHC
123
First Heartland Consultants
Missouri
$254K 2,500 +2,500 New
CAN
124
Cetera Advisor Networks
California
$251K 2,491 +263 +12%
NFG
125
Next Financial Group
Texas
$250K 2,462 +1,930 +363%
3 4
5
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