IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

196 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
68
Reduced
53
Closed
19
Calls
$1.51M
Puts
$1.62M
Net Calls
-$109K
Net Calls Change
-$395K

Top Buyers

1
BlackRock
1
BlackRock
New York
$92.2M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$13.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$6.9M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$3.85M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$79.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.2M
5
QIM
5
Quantitative Investment Management
Virginia
$541K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$501K 4,816 +4,816 New
DADC
102
D.A. Davidson & Co
Montana
$497K 4,786 +319 +7%
PH
103
Pinnacle Holdings
Oklahoma
$497K 4,774 – –
BFG
104
Barber Financial Group
Kansas
$474K 4,559 -488 -10%
PNC
105
Park National Corp
Ohio
$457K 4,390 – –
CAM
106
Concorde Asset Management
Michigan
$455K 4,369 +4,369 New
CFS
107
Commonwealth Financial Services
West Virginia
$446K 4,327 -32,365 -88%
Creative Planning
108
Creative Planning
Kansas
$432K 4,155 +473 +13%
FHC
109
First Heartland Consultants
Missouri
$425K 4,085 +1,585 +63%
AIM
110
Acropolis Investment Management
Missouri
$408K 3,921 – –
AFP
111
Ausdal Financial Partners
Iowa
$394K 3,790 +1,729 +84%
DC
112
Davenport & Co
Virginia
$391K 3,857 – –
MBT
113
Monroe Bank & Trust
Michigan
$387K 3,724 -150 -4%
MSS
114
Mitchell Sinkler & Starr
Pennsylvania
$385K 3,700 +555 +18%
MCM
115
Maryland Capital Management
Maryland
$371K 3,565 +743 +26%
SCA
116
Snowden Capital Advisors
New York
$368K 3,538 +3,538 New
CWM
117
Concert Wealth Management
California
$364K 3,611 +490 +16%
BPC
118
Banque Pictet & Cie
Switzerland
$357K 3,430 +375 +12%
AWM
119
AE Wealth Management
Kansas
$351K 3,371 +3,371 New
RFC
120
Regions Financial Corp
Alabama
$346K 3,327 +3,327 New
SFSIG
121
San Francisco Sentry Investment Group
California
$329K 3,158 +1,140 +56%
HWA
122
HCR Wealth Advisors
California
$317K 3,046 +3,046 New
SE
123
Summit Equities
New Jersey
$300K 2,888 -775 -21%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$280K 2,700 +500 +23%
CAN
125
Cetera Advisor Networks
California
$270K 2,615 +124 +5%
3 4
5
6 7