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iShares US Financials ETF
IYF

Overview Fund Activity

219 hedge funds and large institutions have $1.24B invested in iShares US Financials ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
77
Reduced
56
Closed
24
Calls
$6.6M
Puts
$7.1M
Net Calls
-$507K
Net Calls Change
-$2.61M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.3M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M
3
SG Americas Securities
SG Americas Securities
New York
$51.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$59.4M
5
GC
Grimes & Company
Massachusetts
$19.4M

Top Sellers

1
QIM
Quantitative Investment Management
Virginia
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.66M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$2.7M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$0
5
Stifel Financial
Stifel Financial
Missouri
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
126
Baltimore-Washington Financial Advisors
Maryland
$332K +$102K +1,732 +44%
FCFC
127
First Commonwealth Financial Corp
Pennsylvania
$329K +$40.7K +692 +14%
WTC
128
WhitTier Trust Company
Nevada
$326K -$569K -9,664 -64%
SE
129
Summit Equities
New Jersey
$316K -$24.4K -414 -7%
Wolverine Trading
130
Wolverine Trading
Illinois
$312K -$462K -7,844 -60%
EAM
131
Evanson Asset Management
California
$306K – – –
PWLP
132
Prio Wealth Limited Partnership
Massachusetts
$288K – – –
SS
133
Sunbelt Securities
Texas
$275K +$2.95K +50 +1%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$274K – – –
CWM
135
Cabot Wealth Management
Massachusetts
$267K +$267K +4,530 New
V
136
Veritable
Delaware
$264K – – –
BTNA
137
Bremer Trust National Association
Minnesota
$264K – – –
SB
138
Simmons Bank
Arkansas
$261K -$470 -8 -0.2%
RIA
139
Regal Investment Advisors
Michigan
$260K +$15.7K +266 +6%
WI
140
Wintrust Investments
Illinois
$249K +$28.8K +490 +13%
SF
141
Synovus Financial
Georgia
$248K +$19.8K +336 +9%
CAM
142
Carret Asset Management
New York
$247K – – –
PNC
143
Park National Corp
Ohio
$240K – – –
BPC
144
Banque Pictet & Cie
Switzerland
$236K -$287K -4,860 -55%
TFCP
145
Twin Focus Capital Partners
Massachusetts
$236K – – –
CCT
146
Country Club Trust
Missouri
$229K -$70.2K -1,190 -23%
CA
147
Cetera Advisors
Colorado
$224K -$3.18K -54 -1%
Barclays
148
Barclays
United Kingdom
$222K +$222K +3,766 New
IWA
149
Intercontinental Wealth Advisors
Texas
$220K – – –
JIC
150
Johnson Investment Counsel
Ohio
$219K -$11.5K -196 -5%
4 5
6
7 8