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iShares US Financials ETF
IYF

Overview Fund Activity

279 hedge funds and large institutions have $983M invested in iShares US Financials ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+56
Holders Change %
+25.11%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
79
Increased
58
Reduced
74
Closed
20
Calls
$785K
Puts
$868K
Net Calls
-$83K
Net Calls Change
-$148K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$124M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.5M
5
LPL Financial
5
LPL Financial
California
$29.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.85M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.6M
3
Barclays
3
Barclays
United Kingdom
$0
4
HNB
4
Huntington National Bank
Ohio
$4.02M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$518K +$48.9K +710 +10%
PIN
127
Prudent Investors Network
California
$515K +$515K +7,482 New
PFM
128
Parsec Financial Management
North Carolina
$501K – – –
Fidelity International
129
Fidelity International
Bermuda
$497K +$236K +3,424 +90%
NP
130
NorthRock Partners
Minnesota
$490K +$201K +2,918 +70%
FCFC
131
First Commonwealth Financial Corp
Pennsylvania
$482K – – –
SB
132
Simmons Bank
Arkansas
$472K – – –
RBCM
133
Raub Brock Capital Management
California
$468K +$468K +6,800 New
RIA
134
Realta Investment Advisors
Delaware
$462K -$2.59K -38 -0.6%
SS
135
Sunbelt Securities
Texas
$450K +$202K +2,930 +81%
CS
136
Comerica Securities
Michigan
$447K -$52.5K -762 -11%
AIC
137
Ameritas Investment Company
Nebraska
$438K +$122K +1,768 +38%
CG
138
Colony Group
Massachusetts
$427K – – –
GPA
139
Garrison Point Advisors
California
$419K +$8.96K +130 +2%
WCM
140
WealthBridge Capital Management
Ohio
$415K -$28.4K -412 -6%
CAGAS
141
Capital Advisory Group Advisory Services
Minnesota
$412K – – –
EAM
142
Evanson Asset Management
California
$358K – – –
CAM
143
Cozad Asset Management
Illinois
$358K – – –
HIS
144
Harvest Investment Services
Illinois
$349K -$73.8K -1,074 -17%
FMC
145
First Merchants Corp
Indiana
$344K -$13.8K -200 -4%
FFN
146
Focus Financial Network
Minnesota
$340K +$122K +1,776 +56%
PWAP
147
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$339K – – –
CA
148
Calton & Associates
Florida
$332K +$332K +4,820 New
EE
149
EWG Elevate
California
$329K +$329K +4,782 New
CFGS
150
Concourse Financial Group Securities
Alabama
$328K -$11K -160 -3%
4 5
6
7 8