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iShares US Financials ETF
IYF

Overview Fund Activity

143 hedge funds and large institutions have $782M invested in iShares US Financials ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
143
Holders Change
-20
Holders Change %
-12.27%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
10
Increased
44
Reduced
52
Closed
26
Calls
$950K
Puts
$1.51M
Net Calls
-$564K
Net Calls Change
-$976K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$172M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Morgan Stanley
3
Morgan Stanley
New York
$52.7M
4
Bank of America
4
Bank of America
North Carolina
$52.1M
5
BHB
5
Bank Hapoalim BM
Israel
$8.41M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$16K
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.39M
4
LPL Financial
4
LPL Financial
California
$7.36M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
Winfield Associates
Ohio
$19K – – –
TFA
127
Transamerica Financial Advisors
Florida
$16K -$70M -1,636,194 -100%
BAM
128
Barrett Asset Management
New York
$15K – – –
GI
129
Gradient Investments
Minnesota
$12K +$12K +294 New
SIM
130
Sonora Investment Management
Arizona
$9K +$9K +218 New
FNYS
131
First New York Securities
New York
$8.41K -$16.8K -400 -67%
DADC
132
D.A. Davidson & Co
Montana
$8K – – –
CFS
133
Commonwealth Financial Services
West Virginia
$7K -$681K -16,334 -99%
HI
134
Hudock Inc
Pennsylvania
$7K – – –
WRM
135
Westport Resources Management
Connecticut
$7K – – –
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
GWM
137
Gupta Wealth Management
California
$5K +$5K +108 New
ACM
138
Argentus Capital Management
Texas
$3K +$3K +64 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$2K – – –
WA
140
WFG Advisors
Texas
$2K +$2K +50 New
CWM
141
Catamount Wealth Management
Connecticut
$1K – – –
EK
142
Evensky & Katz
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 – – –
PAMU
144
Pictet Asset Management (UK)
United Kingdom
– -$38.1M -820,000 Closed
PFS
145
Prospera Financial Services
Texas
– -$4.73M -105,326 Closed
SS
146
Simplicity Solutions
Minnesota
– -$2.36M -52,594 Closed
CAM
147
Concorde Asset Management
Michigan
– -$2.1M -46,720 Closed
Comerica Bank
148
Comerica Bank
Texas
– -$1.97M -43,800 Closed
HH
149
Hilltop Holdings
Texas
– -$1.93M -42,968 Closed
NPC
150
National Planning Corporation
California
– -$1.86M -40,158 Closed
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