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iShares US Financials ETF
IYF

Overview Fund Activity

190 hedge funds and large institutions have $887M invested in iShares US Financials ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+27
Holders Change %
+16.56%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
58
Reduced
48
Closed
17
Calls
$2.13M
Puts
$1.85M
Net Calls
+$286K
Net Calls Change
-$871K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$20.8M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
Bank of America
4
Bank of America
North Carolina
$82.6M
5
GC
5
Grimes & Company
Massachusetts
$9.01M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.3M
3
AC
3
Allstate Corporation
Illinois
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
151
Compagnie Lombard Odier SCmA
Switzerland
$90K – – –
IF
152
Ironwood Financial
Arizona
$84K – – –
HNB
153
Huntington National Bank
Ohio
$81K -$50K – –
TRCT
154
Tower Research Capital (TRC)
New York
$77K -$1.04M -20,464 -93%
MMG
155
Monetary Management Group
Missouri
$61K – – –
AA
156
AlphaMark Advisors
Kentucky
$61K – – –
US Bancorp
157
US Bancorp
Minnesota
$51K -$98.4K -1,940 -66%
RFA
158
Reilly Financial Advisors
California
$51K – – –
EWM
159
Evercore Wealth Management
New York
$51K +$51K +1,000 New
PMFA
160
Plante Moran Financial Advisors
Michigan
$51K +$51K +1,002 New
SSB
161
Sandy Spring Bank
Maryland
$48K – – –
TWA
162
TCI Wealth Advisors
Arizona
$36K +$36K +700 New
PA
163
Parallel Advisors
California
$36K +$36K +700 New
SFG
164
SevenBridge Financial Group
Pennsylvania
$27K – – –
FNBT
165
FineMark National Bank & Trust
Florida
$25K – – –
TDC
166
Thompson Davis & Co
Virginia
$25K – – –
IWA
167
IBEX Wealth Advisors
New Jersey
$24K +$24K +476 New
HR
168
Howe & Rusling
New York
$20K +$8.8K +176 +79%
WA
169
Winfield Associates
Ohio
$19K -$3K -60 -14%
PCFFS
170
Pacific Center for Financial Services
California
$18K +$18K +350 New
GRP
171
Global Retirement Partners
California
$17K +$17K +328 New
BAM
172
Barrett Asset Management
New York
$16K – – –
RFWA
173
RPg Family Wealth Advisory
Massachusetts
$15.4K -$6.49K -128 -30%
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$15K +300 New
BGC
175
Blue Granite Capital
South Carolina
$15K +$15K +300 New
5 6
7
8 9