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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+32
Holders Change %
+24.43%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
45
Increased
51
Reduced
35
Closed
11
Calls
$3.34M
Puts
$5M
Net Calls
-$1.65M
Net Calls Change
-$3.25M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
BTS
3
BB&T Securities
Virginia
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
TFA
5
Transamerica Financial Advisors
Florida
$88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.12M
2
ACM
2
Aviance Capital Management
Florida
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.31M
5
TH
5
Timber Hill
Connecticut
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
126
Huntington National Bank
Ohio
$171K – – –
PIA
127
Peachtree Investment Advisors
Georgia
$154K +$126K +2,800 +459%
GT
128
Glenmede Trust
Pennsylvania
$130K – – –
MMG
129
Monetary Management Group
Missouri
$113K – – –
EAMA
130
EFG Asset Management (Americas)
Florida
$108K +$108K +2,400 New
CFA
131
Camarda Financial Advisors
Florida
$99K +$30K +662 +43%
RIA
132
Regal Investment Advisors
Michigan
$93K +$6.31K +140 +7%
Canada Life
133
Canada Life
Manitoba, Canada
$92K – – –
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$90.2K +$90.2K +2,000 New
AA
135
Apriem Advisors
California
$90K – – –
NES
136
New England Securities
New York
$84K -$1.12M -24,924 -93%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$80K +$80K +1,766 New
SF
138
Synovus Financial
Georgia
$79K – – –
IF
139
Ironwood Financial
Arizona
$75K +$75K +1,660 New
ASN
140
Advisory Services Network
Georgia
$69K +$69K +1,606 New
SSB
141
Sandy Spring Bank
Maryland
$60K – – –
VC
142
Vestor Capital
Illinois
$59K +$59K +1,306 New
AA
143
AlphaMark Advisors
Kentucky
$45K – – –
VIA
144
Vantage Investment Advisors
Pennsylvania
$42K – – –
KCM
145
Karp Capital Management
California
$42K +$42K +940 New
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$40K +$40K +898 New
BRWM
147
B. Riley Wealth Management
Tennessee
$33K – – –
NSIM
148
North Star Investment Management
Illinois
$24K – – –
FNBT
149
FineMark National Bank & Trust
Florida
$23K – – –
BCFS
150
Butensky & Cohen Financial Security
Florida
$22K +$22K +480 New
3 4 5
6
7