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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+32
Holders Change %
+24.43%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
45
Increased
51
Reduced
35
Closed
11
Calls
$3.34M
Puts
$5M
Net Calls
-$1.65M
Net Calls Change
-$3.25M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
BTS
3
BB&T Securities
Virginia
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
TFA
5
Transamerica Financial Advisors
Florida
$88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.12M
2
ACM
2
Aviance Capital Management
Florida
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.31M
5
TH
5
Timber Hill
Connecticut
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
151
NewSquare Capital
Pennsylvania
$21K +$21K +470 New
WA
152
Winfield Associates
Ohio
$20K – – –
BAM
153
Barrett Asset Management
New York
$16K – – –
GWA
154
Genesis Wealth Advisors
Massachusetts
$14.3K +$14.3K +316 New
TDC
155
Thompson Davis & Co
Virginia
$14K – – –
HI
156
Hudock Inc
Pennsylvania
$9K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$9K – – –
WRM
158
Westport Resources Management
Connecticut
$7K – – –
WA
159
WFG Advisors
Texas
$6K +$6K +140 New
JWA
160
JFS Wealth Advisors
Pennsylvania
$3K – – –
EK
161
Evensky & Katz
Florida
$1K – – –
NG
162
NatWest Group
United Kingdom
$787 – – –
BRWA
163
B. Riley Wealth Advisors
Florida
$21 +$21 +460 New
Manulife (Manufacturers Life Insurance)
164
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12 – – –
ACM
165
Aviance Capital Management
Florida
– -$16.3M -388,444 Closed
QA
166
Quantitative Advantage
Minnesota
– -$11.2M -268,486 Closed
GHA
167
GW Henssler & Associates
Georgia
– -$1.12M -26,858 Closed
Stifel Financial
168
Stifel Financial
Missouri
– -$1.11M -26,596 Closed
CIA
169
Capital Investment Advisors
Georgia
– -$235K -5,466 Closed
HSBC Holdings
170
HSBC Holdings
United Kingdom
– -$218K -5,200 Closed
KeyBank National Association
171
KeyBank National Association
Ohio
– -$213K -5,100 Closed
SFSIG
172
San Francisco Sentry Investment Group
California
– -$68K -1,616 Closed
FHA
173
First Horizon Advisors
Tennessee
– -$31K -748 Closed
HRIA
174
Haberer Registered Investment Advisor
Ohio
– -$17K -400 Closed
PSI
175
Pinnacle Summer Investments
Virginia
– -$3K -82 Closed
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