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iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$394K 3,706 +92 +3%
M&T Bank
127
M&T Bank
New York
$376K 3,532 +92 +3%
CAGAS
128
Capital Advisory Group Advisory Services
Minnesota
$357K 3,347 -91 -3%
PMFA
129
Plante Moran Financial Advisors
Michigan
$342K 3,216 – –
WWM
130
Western Wealth Management
Colorado
$333K 3,130 +3,130 New
Northern Trust
131
Northern Trust
Illinois
$318K 2,988 +235 +9%
CAM
132
Cozad Asset Management
Illinois
$312K 2,930 +230 +9%
BWFA
133
Baltimore-Washington Financial Advisors
Maryland
$308K 2,899 +5 +0.2%
HWA
134
HCR Wealth Advisors
California
$307K 2,885 -250 -8%
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$307K 2,883 +2,783 +2,783%
MM
136
Main Management
California
$289K 2,713 +2,713 New
MBT
137
Monroe Bank & Trust
Michigan
$283K 2,662 -406 -13%
Lido Advisors
138
Lido Advisors
California
$280K 2,638 -35 -1%
GPA
139
Garrison Point Advisors
California
$279K 2,622 +2,622 New
EAM
140
Evanson Asset Management
California
$277K 2,600 – –
CCT
141
Country Club Trust
Missouri
$273K 2,565 +2,565 New
UCMOK
142
United Capital Management of KS
Kansas
$264K 2,482 +138 +6%
PWLP
143
Prio Wealth Limited Partnership
Massachusetts
$260K 2,450 – –
GP
144
Girard Partners
Pennsylvania
$258K 2,427 +2,365 +3,815%
FWCM
145
Ferguson Wellman Capital Management
Oregon
$257K 2,417 – –
CB
146
Chemical Bank
Michigan
$253K 2,378 -205 -8%
WTC
147
WhitTier Trust Company
Nevada
$249K 2,340 -200 -8%
VC
148
Vicus Capital
Pennsylvania
$241K 2,270 +64 +3%
AB
149
Atlas Brown
Kentucky
$240K 2,254 +2,254 New
V
150
Veritable
Delaware
$238K 2,240 – –
4 5
6
7 8