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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+21
Holders Change %
+14.79%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
34
Increased
50
Reduced
36
Closed
11
Calls
$1.85M
Puts
$1.44M
Net Calls
+$412K
Net Calls Change
-$861K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$96.3M
2
TFA
2
Transamerica Financial Advisors
Florida
$73.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$46.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$38.1M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
AAS
4
Annex Advisory Services
Wisconsin
$347K
5
BIM
5
BlackRock Investment Management
Delaware
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBT
151
FineMark National Bank & Trust
Florida
$22K 500 – –
WA
152
Winfield Associates
Ohio
$20K 440 – –
BAM
153
Barrett Asset Management
New York
$16K 360 – –
GWA
154
Genesis Wealth Advisors
Massachusetts
$14.2K 316 – –
CCS
155
Crosspoint Capital Strategies
California
$11K 240 – –
DADC
156
D.A. Davidson & Co
Montana
$8K 200 – –
HI
157
Hudock Inc
Pennsylvania
$8K 190 – –
WRM
158
Westport Resources Management
Connecticut
$7K 160 – –
KTC
159
Kistler-Tiffany Companies
Pennsylvania
$5K 120 -106 -47%
JWA
160
JFS Wealth Advisors
Pennsylvania
$3K 58 – –
EK
161
Evensky & Katz
Florida
$1K 40 – –
CWM
162
Catamount Wealth Management
Connecticut
$1K 26 – –
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 122 +122 New
SG Americas Securities
164
SG Americas Securities
New York
– – -85,940 Closed
Millennium Management
165
Millennium Management
New York
– – -26,402 Closed
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
– – -23,476 Closed
Macquarie Group
167
Macquarie Group
Australia
– – -17,438 Closed
Creative Planning
168
Creative Planning
Kansas
– – -15,440 Closed
MCM
169
Maryland Capital Management
Maryland
– – -5,324 Closed
CS
170
Credit Suisse
Switzerland
– – -4,648 Closed
PCM
171
Parsons Capital Management
Rhode Island
– – -2,170 Closed
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
– – -200 Closed
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
– – -2 Closed
Walleye Trading
174
Walleye Trading
New York
– – – –
Parallax Volatility Advisers
175
Parallax Volatility Advisers
California
$0 2 – –
3 4 5 6
7