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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $831M invested in iShares US Financials ETF in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
55
Reduced
41
Closed
18
Calls
$2.01M
Puts
$855K
Net Calls
+$1.16M
Net Calls Change
+$2.82M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$94.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$36.1M
4
BCM
4
Brookstone Capital Management
Illinois
$11.5M
5
AC
5
Allstate Corporation
Illinois
$31.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.9M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$37.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
CS
4
Credit Suisse
Switzerland
$355K
5
Goldman Sachs
5
Goldman Sachs
New York
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
151
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$4.65K +106 +87%
HR
152
Howe & Rusling
New York
$10K +$10K +224 New
IWM
153
Integrated Wealth Management
California
$10K +$10K +228 New
MWM
154
MinichMacGregor Wealth Management
New York
$9K – – –
HI
155
Hudock Inc
Pennsylvania
$8K – – –
KTC
156
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
GI
157
Gradient Investments
Minnesota
$5K – – –
BCFS
158
Butensky & Cohen Financial Security
Florida
$5K – – –
JWA
159
JFS Wealth Advisors
Pennsylvania
$3K – – –
WA
160
WFG Advisors
Texas
$2K -$30.7K -798 -94%
EK
161
Evensky & Katz
Florida
$1K – – –
TFA
162
Transamerica Financial Advisors
Florida
$1K +$91 +2 +10%
SBL
163
Sargent Bickham Lagudis
Colorado
$176 -$50 -1,100 -22%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
– -$8.59M -200,000 Closed
TCM
165
Tuttle Capital Management
Connecticut
– -$2.03M -47,296 Closed
QIM
166
Quantitative Investment Management
Virginia
– -$1.92M -44,600 Closed
SIM
167
SSI Investment Management
California
– -$1.55M -36,010 Closed
HF
168
HRT Financial
New York
– -$1.11M -25,802 Closed
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
– -$435K -10,102 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$368K -8,562 Closed
MSS
171
Mitchell Sinkler & Starr
Pennsylvania
– -$270K -6,290 Closed
WCF
172
West Coast Financial
California
– -$230K -5,356 Closed
Wolverine Trading
173
Wolverine Trading
Illinois
– -$222K -5,228 Closed
SFSIG
174
San Francisco Sentry Investment Group
California
– -$216K -5,036 Closed
PNAA
175
Pictet North America Advisors
Switzerland
– -$205K -4,780 Closed
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7
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