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iShares US Financials ETF
IYF

Overview Fund Activity

219 hedge funds and large institutions have $1.24B invested in iShares US Financials ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
77
Reduced
56
Closed
24
Calls
$6.6M
Puts
$7.1M
Net Calls
-$507K
Net Calls Change
-$2.61M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$97.3M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$51.9M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.4M
5
GC
5
Grimes & Company
Massachusetts
$19.4M

Top Sellers

1
QIM
1
Quantitative Investment Management
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.66M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.7M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
151
Gryphon Financial Partners
Ohio
$213K +$52.4K +890 +33%
LNC
152
Lincoln National Corp
Pennsylvania
$212K -$209K -3,534 -50%
CL
153
CPWM LLC
Washington
$211K +$211K +3,580 New
MWM
154
Meridian Wealth Management
Kentucky
$208K +$118 +2 +0.1%
Northern Trust
155
Northern Trust
Illinois
$207K -$63.5K -1,076 -23%
FAIM
156
Financial Advocates Investment Management
Washington
$205K -$14.5K -246 -7%
Goldman Sachs
157
Goldman Sachs
New York
$203K -$2.11M -35,696 -91%
GT
158
Greenleaf Trust
Michigan
$202K – – –
PA
159
Parallel Advisors
California
$198K +$5.89K +100 +3%
SBL
160
Sargent Bickham Lagudis
Colorado
$170K -$18.9K -320 -10%
TFS
161
TrustCore Financial Services
Tennessee
$165K +$6.12K +104 +4%
GT
162
Glenmede Trust
Pennsylvania
$160K – – –
CPIG
163
Chicago Partners Investment Group
Illinois
$157K +$105K +1,790 +203%
HDIM
164
Hanson & Doremus Investment Management
Vermont
$146K – – –
MOS
165
MGO One Seven
Ohio
$125K – – –
RWP
166
RWA Wealth Partners
Massachusetts
$118K +$118K +1,996 New
AA
167
AlphaMark Advisors
Kentucky
$115K – – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$106K -$12.5K -212 -11%
WT
169
Whittier Trust
California
$106K -$5.42K -92 -5%
IF
170
Ironwood Financial
Arizona
$98K – – –
FRA
171
Front Row Advisors
California
$84K -$9.4K -160 -10%
AIM
172
Advantage Investment Management
Iowa
$79K -$151K -2,562 -66%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$40.2K +700 +109%
BWA
174
BDO Wealth Advisors
Florida
$71K – – –
AssetMark Inc
175
AssetMark Inc
California
$61K +$13.5K +230 +28%
5 6
7
8 9