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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+21
Holders Change %
+14.79%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
34
Increased
50
Reduced
36
Closed
11
Calls
$1.85M
Puts
$1.44M
Net Calls
+$412K
Net Calls Change
-$861K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$96.3M
2
TFA
2
Transamerica Financial Advisors
Florida
$73.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$46.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$38.1M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
AAS
4
Annex Advisory Services
Wisconsin
$347K
5
BIM
5
BlackRock Investment Management
Delaware
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
126
Managed Account Advisors
New Jersey
$128K +$25.3K +562 +25%
GT
127
Glenmede Trust
Pennsylvania
$120K – – –
HNB
128
Huntington National Bank
Ohio
$103K -$89K -1,992 Closed
NFG
129
Next Financial Group
Texas
$101K -$37.1K -830 -27%
AA
130
Apriem Advisors
California
$90K – – –
RIA
131
Regal Investment Advisors
Michigan
$83K -$8.69K -194 -9%
SF
132
Synovus Financial
Georgia
$78K – – –
IF
133
Ironwood Financial
Arizona
$74K – – –
SSB
134
Sandy Spring Bank
Maryland
$59K – – –
VC
135
Vestor Capital
Illinois
$59K – – –
Simplex Trading
136
Simplex Trading
Illinois
$58K +$58K +1,294 New
HCMT
137
Highland Capital Management (Tennessee)
Tennessee
$48K +$48K +1,070 New
AA
138
AlphaMark Advisors
Kentucky
$45K – – –
KCM
139
Karp Capital Management
California
$42K – – –
US Bancorp
140
US Bancorp
Minnesota
$39K -$45.6K -1,000 -54%
VIA
141
Vantage Investment Advisors
Pennsylvania
$38K -$38.5K -850 -50%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$34K -$7.65K -170 -18%
BRWM
143
B. Riley Wealth Management
Tennessee
$30K – – –
AWS
144
Aris Wealth Services
Pennsylvania
$30K – – –
BCM
145
Brookstone Capital Management
Illinois
$30K +$30K +658 New
FNYS
146
First New York Securities
New York
$26.9K +$26.9K +600 New
NSIM
147
North Star Investment Management
Illinois
$24K – – –
BCFS
148
Butensky & Cohen Financial Security
Florida
$24K +$2.22K +50 +10%
FNBT
149
FineMark National Bank & Trust
Florida
$22K – – –
MMG
150
Monetary Management Group
Missouri
$22K – – –
3 4 5
6
7