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iShares US Financials ETF
IYF

Overview Fund Activity

153 hedge funds and large institutions have $919M invested in iShares US Financials ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
46
Reduced
44
Closed
13
Calls
$6.54M
Puts
$3.19M
Net Calls
+$3.35M
Net Calls Change
+$3.92M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$29.6M
4
UCFA
4
United Capital Financial Advisors
Texas
$26.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$55.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$73.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.4M
4
Ameriprise
4
Ameriprise
Minnesota
$5.83M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$65K +$24.2K +550 +59%
AIM
127
Advantage Investment Management
Iowa
$63K -$492K -11,108 -89%
AA
128
AlphaMark Advisors
Kentucky
$53K – – –
CG
129
Colony Group
Massachusetts
$44K +$44K +998 New
SSB
130
Sandy Spring Bank
Maryland
$42K -$16.4K -370 -28%
VIA
131
Vantage Investment Advisors
Pennsylvania
$41K +$3.89K +88 +10%
BCFS
132
Butensky & Cohen Financial Security
Florida
$29K – – –
SEI Investments
133
SEI Investments
Pennsylvania
$27K +$27K +600 New
NSIM
134
North Star Investment Management
Illinois
$23K +$87 +2 +0.4%
FNBT
135
FineMark National Bank & Trust
Florida
$22K – – –
TDC
136
Thompson Davis & Co
Virginia
$22K – – –
WA
137
Winfield Associates
Ohio
$19K – – –
BAM
138
Barrett Asset Management
New York
$16K – – –
SIM
139
Sonora Investment Management
Arizona
$10K – – –
HF
140
Hoxton Financial
West Virginia
$10K +$10K +222 New
HI
141
Hudock Inc
Pennsylvania
$8K – – –
DADC
142
D.A. Davidson & Co
Montana
$8K – – –
CFS
143
Commonwealth Financial Services
West Virginia
$7K – – –
WRM
144
Westport Resources Management
Connecticut
$7K – – –
GI
145
Gradient Investments
Minnesota
$5K -$7.05K -172 -59%
KTC
146
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
GWM
147
Gupta Wealth Management
California
$5K – – –
JWA
148
JFS Wealth Advisors
Pennsylvania
$3K – – –
ACM
149
Argentus Capital Management
Texas
$3K +$91 +2 +3%
WA
150
WFG Advisors
Texas
$2K – – –
3 4 5
6
7