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iShares US Financials ETF
IYF

Overview Fund Activity

229 hedge funds and large institutions have $698M invested in iShares US Financials ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
33
Reduced
102
Closed
30
Calls
$8.84M
Puts
$532K
Net Calls
+$8.3M
Net Calls Change
-$2.11M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$73.3M
2
Bank of America
Bank of America
North Carolina
$113M
3
TRCT
Tower Research Capital (TRC)
New York
$3.16M
4
Ameriprise
Ameriprise
Minnesota
$13.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$57.1M
2
UBS Group
UBS Group
Switzerland
$39.9M
3
Wells Fargo
Wells Fargo
California
$25.9M
4
BlackRock
BlackRock
New York
$6.99M
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
126
Evanson Asset Management
California
$307K – – –
MBT
127
Monroe Bank & Trust
Michigan
$306K -$8.02K -136 -3%
Prudential Financial
128
Prudential Financial
New Jersey
$295K +$295K +4,994 New
AAMA
129
Advanced Asset Management Advisors
Ohio
$291K +$291K +4,928 New
PWLP
130
Prio Wealth Limited Partnership
Massachusetts
$289K – – –
FWCM
131
Ferguson Wellman Capital Management
Oregon
$285K -$828 -14 -0.3%
CB
132
Chemical Bank
Michigan
$281K – – –
UCMOK
133
United Capital Management of KS
Kansas
$278K -$29.1K -470 -9%
BWFA
134
Baltimore-Washington Financial Advisors
Maryland
$271K -$70.3K -1,194 -21%
AWM
135
AE Wealth Management
Kansas
$270K +$270K +4,574 New
AB
136
Atlas Brown
Kentucky
$266K – – –
V
137
Veritable
Delaware
$265K – – –
SS
138
Simplicity Solutions
Minnesota
$263K +$263K +4,458 New
Comerica Bank
139
Comerica Bank
Texas
$261K -$1.04M -17,232 -80%
WPW
140
Waldron Private Wealth
Pennsylvania
$249K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$247K +$217K +5,344 +722%
AIC
142
Ameritas Investment Company
Nebraska
$239K +$239K +4,052 New
BPC
143
Banque Pictet & Cie
Switzerland
$236K – – –
PIMG
144
Patriot Investment Management Group
Tennessee
$229K +$229K +3,888 New
BBNA
145
Bremer Bank National Association
Minnesota
$223K +$223K +3,548 New
CIA
146
Capital Investment Advisors
Georgia
$223K +$223K +3,778 New
RIA
147
Regal Investment Advisors
Michigan
$221K -$2.83K -48 -1%
IWA
148
Intercontinental Wealth Advisors
Texas
$221K – – –
SS
149
Sunbelt Securities
Texas
$221K +$221K +3,748 New
CAM
150
Carret Asset Management
New York
$219K +$219K +3,710 New
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6
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