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iShares US Financials ETF
IYF

Overview Fund Activity

223 hedge funds and large institutions have $684M invested in iShares US Financials ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
38
Reduced
86
Closed
27
Calls
$1.43M
Puts
$1.37M
Net Calls
+$65K
Net Calls Change
-$2.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$132M
2
Barclays
2
Barclays
United Kingdom
$4.31M
3
CS
3
Credit Suisse
Switzerland
$5.51M
4
FEM
4
Fulcrum Equity Management
Texas
$3.76M
5
OIA
5
OneDigital Investment Advisors
Kansas
$4.19M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$61.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.18M
5
PL
5
Polianta Ltd
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
101
MYCIO Wealth Partners
Pennsylvania
$505K 3,923 +3,923 New
MA
102
Mutual Advisors
Nebraska
$504K 3,919 -300 -7%
OC
103
Oppenheimer & Co
New York
$477K 3,706 – –
PFM
104
Parsec Financial Management
North Carolina
$468K 3,637 -375 -9%
CS
105
Comerica Securities
Michigan
$466K 3,623 -1,152 -24%
FCFC
106
First Commonwealth Financial Corp
Pennsylvania
$451K 3,500 -190 -5%
SB
107
Simmons Bank
Arkansas
$441K 3,430 -50 -1%
RIA
108
Realta Investment Advisors
Delaware
$440K 3,414 -1,267 -27%
Creative Planning
109
Creative Planning
Kansas
$439K 3,408 -268 -7%
HTC
110
Haverford Trust Company
Pennsylvania
$425K 3,300 +3,300 New
MM
111
Main Management
California
$423K 3,289 – –
SWM
112
Sequoia Wealth Management
Illinois
$419K 3,221 +3,221 New
WCM
113
WealthBridge Capital Management
Ohio
$415K 3,220 -1,164 -27%
PMFA
114
Plante Moran Financial Advisors
Michigan
$414K 3,216 – –
M&T Bank
115
M&T Bank
New York
$413K 3,205 -400 -11%
CG
116
Colony Group
Massachusetts
$399K 3,097 -1 -0%
HIS
117
Harvest Investment Services
Illinois
$389K 3,075 +3,075 New
Lido Advisors
118
Lido Advisors
California
$387K 3,007 +198 +7%
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
$385K 2,981 – –
GPA
120
Garrison Point Advisors
California
$383K 2,975 +85 +3%
Northern Trust
121
Northern Trust
Illinois
$354K 2,753 – –
TW
122
Transform Wealth
Colorado
$343K 2,668 – –
EAM
123
Evanson Asset Management
California
$335K 2,600 – –
CAM
124
Cozad Asset Management
Illinois
$335K 2,600 – –
FMC
125
First Merchants Corp
Indiana
$334K 2,596 +2,596 New
3 4
5
6 7