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iShares US Financials ETF
IYF

Overview Fund Activity

127 hedge funds and large institutions have $650M invested in iShares US Financials ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
20
Increased
43
Reduced
32
Closed
19
Calls
$5.44M
Puts
$3.69M
Net Calls
+$1.75M
Net Calls Change
-$2.79M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
AssetMark Inc
2
AssetMark Inc
California
$116M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$29.4M
5
ACM
5
Aviance Capital Management
Florida
$11.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.4M
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
DWA
3
Dorsey Wright & Associates
California
$0
4
CS
4
Credit Suisse
Switzerland
$276K
5
CIM
5
Confluence Investment Management
Missouri
$6.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
126
Evensky & Katz
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11 – – –
AIA
128
Arrow Investment Advisors
Maryland
– -$13.5M -335,920 Closed
DWA
129
Dorsey Wright & Associates
California
– -$13.4M -335,920 Closed
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
– -$3.1M -77,304 Closed
BWM
131
Braver Wealth Management
Massachusetts
– -$1.85M -46,204 Closed
ACM
132
Argentus Capital Management
Texas
– -$859K -21,426 Closed
Two Sigma Investments
133
Two Sigma Investments
New York
– -$609K -15,200 Closed
Credit Agricole
134
Credit Agricole
France
– -$528K -13,166 Closed
DS
135
DRW Securities
Illinois
– -$447K -11,158 Closed
CIA
136
Capital Investment Advisors
Georgia
– -$259K -6,450 Closed
QIM
137
Quantitative Investment Management
Virginia
– -$248K -6,200 Closed
B
138
Baird
Wisconsin
– -$246K -6,130 Closed
V
139
Veritable
Delaware
– -$180K -4,480 Closed
QLMGAA
140
QS Legg Mason Global Asset Allocation
New York
– -$76K -1,874 Closed
ClearBridge Investments
141
ClearBridge Investments
New York
– -$26K -650 Closed
ASN
142
Advisory Services Network
Georgia
– -$23K -578 Closed
QCMC
143
Quantum Capital Management (California)
California
– -$16K -400 Closed
TFO
144
Tarbox Family Office
California
– -$15K -370 Closed
JIR
145
James Investment Research
Ohio
– -$5K -120 Closed
Invesco
146
Invesco
Georgia
– -$1K -30 Closed
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