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iShares US Financials ETF
IYF

Overview Fund Activity

190 hedge funds and large institutions have $887M invested in iShares US Financials ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+27
Holders Change %
+16.56%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
58
Reduced
48
Closed
17
Calls
$2.13M
Puts
$1.85M
Net Calls
+$286K
Net Calls Change
-$871K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$20.8M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
Bank of America
4
Bank of America
North Carolina
$82.6M
5
GC
5
Grimes & Company
Massachusetts
$9.01M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.3M
3
AC
3
Allstate Corporation
Illinois
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
126
Ferguson Wellman Capital Management
Oregon
$236K – – –
JIC
127
Johnson Investment Counsel
Ohio
$229K +$229K +4,526 New
V
128
Veritable
Delaware
$227K – – –
PWLP
129
Prio Wealth Limited Partnership
Massachusetts
$223K +$223K +4,400 New
NCMW
130
Northern Capital Management (Wisconsin)
Wisconsin
$212K -$66.9K -1,320 -24%
CAM
131
Carret Asset Management
New York
$212K -$27.4K -540 -11%
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K -$1.52K -30 -0.7%
Barclays
133
Barclays
United Kingdom
$212K +$161K +3,166 +317%
AFP
134
Ausdal Financial Partners
Iowa
$209K +$209K +4,122 New
SFSIG
135
San Francisco Sentry Investment Group
California
$205K +$205K +4,036 New
TFCP
136
Twin Focus Capital Partners
Massachusetts
$203K +$203K +4,000 New
CC
137
Cedar Capital
Illinois
$200K -$369K -7,290 -65%
SF
138
Synovus Financial
Georgia
$197K – – –
SBL
139
Sargent Bickham Lagudis
Colorado
$192K -$6.51K -128 -3%
HDIM
140
Hanson & Doremus Investment Management
Vermont
$165K +$165K +3,244 New
NSIM
141
North Star Investment Management
Illinois
$153K – – –
SCA
142
Stuart Chaussee & Associates
California
$147K +$147K +2,900 New
IWM
143
IHT Wealth Management
Illinois
$140K +$140K +2,748 New
GT
144
Glenmede Trust
Pennsylvania
$136K – – –
CPA
145
Clear Perspective Advisors
Illinois
$119K +$119K +2,350 New
AA
146
Apriem Advisors
California
$105K +$3.84K +76 +4%
KT
147
Kanaly Trust
Texas
$103K +$103K +2,030 New
WT
148
Whittier Trust
California
$96K – – –
LWM
149
LBA Wealth Management
Florida
$93K -$28.5K -560 -23%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$91K +$4.86K +96 +6%
4 5
6
7 8