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iShares US Financials ETF
IYF

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in iShares US Financials ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
55
Reduced
68
Closed
17
Calls
$6.89M
Puts
$4.84M
Net Calls
+$2.06M
Net Calls Change
+$2.56M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M
2
CS
2
Credit Suisse
Switzerland
$15.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.6M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$7.83M
5
Jane Street
5
Jane Street
New York
$8.41M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$29.2M
4
SG Americas Securities
4
SG Americas Securities
New York
$30.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFC
126
First Commonwealth Financial Corp
Pennsylvania
$328K – – –
WTC
127
WhitTier Trust Company
Nevada
$324K – – –
AWM
128
AE Wealth Management
Kansas
$318K -$83.2K -1,418 -21%
CAM
129
Cozad Asset Management
Illinois
$316K +$316K +5,400 New
Wolverine Trading
130
Wolverine Trading
Illinois
$312K – – –
EAM
131
Evanson Asset Management
California
$305K – – –
CB
132
Chemical Bank
Michigan
$303K -$74.5K -1,270 -20%
PWLP
133
Prio Wealth Limited Partnership
Massachusetts
$287K – – –
FWCM
134
Ferguson Wellman Capital Management
Oregon
$273K – – –
SS
135
Sunbelt Securities
Texas
$273K – – –
V
136
Veritable
Delaware
$263K – – –
BTNA
137
Bremer Trust National Association
Minnesota
$263K – – –
WI
138
Wintrust Investments
Illinois
$248K – – –
Goldman Sachs
139
Goldman Sachs
New York
$248K +$46.6K +796 +23%
SGAM
140
Steinberg Global Asset Management
Florida
$243K -$566K -9,670 -70%
RIA
141
Regal Investment Advisors
Michigan
$242K -$16.6K -284 -6%
GFP
142
Gryphon Financial Partners
Ohio
$241K +$29.1K +496 +14%
PNC
143
Park National Corp
Ohio
$238K – – –
SB
144
Simmons Bank
Arkansas
$237K -$22.2K -380 -9%
TFCP
145
Twin Focus Capital Partners
Massachusetts
$234K – – –
BPC
146
Banque Pictet & Cie
Switzerland
$234K – – –
Baird Financial Group
147
Baird Financial Group
Wisconsin
$231K +$231K +3,950 New
SS
148
Simplicity Solutions
Minnesota
$229K -$336K -5,754 -60%
CA
149
Cetera Advisors
Colorado
$229K +$5.87K +100 +3%
FHC
150
First Heartland Consultants
Missouri
$225K -$153K -2,612 -40%
4 5
6
7 8