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iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
151
Lincoln National Corp
Pennsylvania
$227K 2,137 +334 +19%
WPW
152
Waldron Private Wealth
Pennsylvania
$224K 2,115 +2,115 New
CA
153
Cetera Advisors
Colorado
$219K 2,039 -413 -17%
BPC
154
Banque Pictet & Cie
Switzerland
$213K 2,000 – –
TFCP
155
Twin Focus Capital Partners
Massachusetts
$213K 2,000 – –
SB
156
Simmons Bank
Arkansas
$211K 1,980 +51 +3%
AFNAS
157
American Financial Network Advisory Services
California
$206K 1,937 – –
JIC
158
Johnson Investment Counsel
Ohio
$206K 1,945 – –
AWP
159
Ascent Wealth Partners
New York
$206K 1,940 +1,940 New
RJT
160
Raymond James Trust
Florida
$203K 1,900 -37 -2%
RIA
161
Regal Investment Advisors
Michigan
$202K 1,896 -482 -20%
IWA
162
Intercontinental Wealth Advisors
Texas
$199K 1,870 – –
BTNA
163
Bremer Trust National Association
Minnesota
$198K 1,856 – –
SFSIG
164
San Francisco Sentry Investment Group
California
$180K 1,688 – –
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$172K 1,617 +1,617 New
GRP
166
Global Retirement Partners
California
$156K 1,470 -5,517 -79%
NFG
167
Next Financial Group
Texas
$142K 1,333 +558 +72%
AIC
168
Archer Investment Corporation
Indiana
$138K 1,300 +1,300 New
SBL
169
Sargent Bickham Lagudis
Colorado
$134K 1,262 -180 -12%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$109K 1,023 +125 +14%
AA
171
AlphaMark Advisors
Kentucky
$104K 975 – –
PA
172
Parallel Advisors
California
$95K 900 -1,030 -53%
FNC
173
First National Corp
Massachusetts
$95K 896 +896 New
NSG
174
Nalls Sherbakoff Group
Tennessee
$94K 881 +881 New
IF
175
Ironwood Financial
Arizona
$88K 830 – –
5 6
7
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