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iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
101
DAGCO Inc
Ohio
$588K 5,525 +5,525 New
SWM
102
Sequoia Wealth Management
Illinois
$579K 5,446 -10,706 -66%
KF
103
Krilogy Financial
Missouri
$577K 5,421 – –
PFS
104
Prospera Financial Services
Texas
$576K 5,388 -19,419 -78%
RPG
105
Risk Paradigm Group
Texas
$570K 5,358 +765 +17%
SFS
106
Sowell Financial Services
Arkansas
$559K 5,258 +5,258 New
PFM
107
Parsec Financial Management
North Carolina
$527K 4,952 +634 +15%
APA
108
American Portfolios Advisors
New York
$525K 4,933 -992 -17%
PH
109
Pinnacle Holdings
Oklahoma
$508K 4,774 +4,774 New
MSS
110
Mitchell Sinkler & Starr
Pennsylvania
$481K 4,525 – –
MHS
111
M Holdings Securities
Oregon
$473K 4,446 -2,212 -33%
WCM
112
WealthBridge Capital Management
Ohio
$466K 4,384 +4,384 New
MA
113
Mutual Advisors
Nebraska
$462K 4,347 -14,246 -77%
PA
114
PFG Advisors
Arizona
$459K 3,902 -311 -7%
BRM
115
Boston Research & Management
Massachusetts
$459K 4,320 +4,320 New
CIA
116
Choate Investment Advisors
Massachusetts
$453K 4,255 +4,255 New
AIM
117
Acropolis Investment Management
Missouri
$438K 4,196 +75 +2%
GCM
118
Gables Capital Management
Florida
$436K 4,100 – –
Renaissance Technologies
119
Renaissance Technologies
New York
$436K 4,100 +4,100 New
CI
120
CX Institutional
Indiana
$433K 4,070 +4,070 New
TW
121
Transform Wealth
Colorado
$432K 4,063 +4,063 New
AAS
122
Avantax Advisory Services
Texas
$420K 3,944 +3,944 New
MWP
123
MYCIO Wealth Partners
Pennsylvania
– – – –
JFGIW
124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$409K 3,844 -2,393 -38%
FCFC
125
First Commonwealth Financial Corp
Pennsylvania
$409K 3,846 – –
3 4
5
6 7