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iShares US Financials ETF
IYF

Overview Fund Activity

226 hedge funds and large institutions have $740M invested in iShares US Financials ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 26 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
54
Reduced
81
Closed
26
Calls
$3.41M
Puts
$741K
Net Calls
+$2.66M
Net Calls Change
-$5.64M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$29.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.4M
4
PL
4
Polianta Ltd
Jersey
$7.42M
5
AWM
5
AE Wealth Management
Kansas
$4.16M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.6M
2
CS
2
Credit Suisse
Switzerland
$1.71M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Bank of America
4
Bank of America
North Carolina
$117M
5
HNB
5
Huntington National Bank
Ohio
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$382K 3,022 -199 -6%
BFG
127
Barber Financial Group
Kansas
$378K 3,008 +3,008 New
CAGAS
128
Capital Advisory Group Advisory Services
Minnesota
$375K 2,981 – –
GPA
129
Garrison Point Advisors
California
$363K 2,890 +130 +5%
Lido Advisors
130
Lido Advisors
California
$352K 2,809 +103 +4%
Northern Trust
131
Northern Trust
Illinois
$346K 2,753 – –
TW
132
Transform Wealth
Colorado
$335K 2,668 -1,395 -34%
CAM
133
Cozad Asset Management
Illinois
$327K 2,600 -230 -8%
EAM
134
Evanson Asset Management
California
$327K 2,600 – –
MBT
135
Monroe Bank & Trust
Michigan
$323K 2,574 -20 -0.8%
CB
136
Chemical Bank
Michigan
$320K 2,548 +170 +7%
Prudential Financial
137
Prudential Financial
New Jersey
$315K 2,505 +8 +0.3%
GH
138
GAM Holding
Switzerland
$313K 2,495 -2,130 -46%
PA
139
PFG Advisors
Arizona
$309K 2,380 -1,151 -33%
FWCM
140
Ferguson Wellman Capital Management
Oregon
$296K 2,360 -50 -2%
AAMA
141
Advanced Asset Management Advisors
Ohio
$292K 2,324 -140 -6%
AB
142
Atlas Brown
Kentucky
$283K 2,254 – –
V
143
Veritable
Delaware
$281K 2,240 – –
PWLP
144
Prio Wealth Limited Partnership
Massachusetts
$276K 2,200 -250 -10%
IFWM
145
Institute for Wealth Management
Colorado
$270K 2,151 +2,151 New
WPW
146
Waldron Private Wealth
Pennsylvania
$265K 2,115 – –
UCMOK
147
United Capital Management of KS
Kansas
$262K 2,069 -178 -8%
Comerica Bank
148
Comerica Bank
Texas
$254K 2,000 -158 -7%
TFCP
149
Twin Focus Capital Partners
Massachusetts
$251K 2,000 +2,000 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$247K 3,042 – –
4 5
6
7 8