IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

226 hedge funds and large institutions have $740M invested in iShares US Financials ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 26 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
54
Reduced
81
Closed
26
Calls
$3.41M
Puts
$741K
Net Calls
+$2.66M
Net Calls Change
-$5.64M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$29.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.4M
4
PL
4
Polianta Ltd
Jersey
$7.42M
5
AWM
5
AE Wealth Management
Kansas
$4.16M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.6M
2
CS
2
Credit Suisse
Switzerland
$1.71M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Bank of America
4
Bank of America
North Carolina
$117M
5
HNB
5
Huntington National Bank
Ohio
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
151
Capital Investment Advisors
Georgia
$237K – – –
IWA
152
Intercontinental Wealth Advisors
Texas
$235K – – –
RIA
153
Regal Investment Advisors
Michigan
$235K +$125 +2 +0.1%
CL
154
CPWM LLC
Washington
$231K +$126 +2 +0.1%
CAM
155
Carret Asset Management
New York
$228K -$5.03K -80 -2%
SS
156
Sunbelt Securities
Texas
$226K -$9.42K -150 -4%
PIMG
157
Patriot Investment Management Group
Tennessee
$223K -$20.7K -330 -8%
BBNA
158
Bremer Bank National Association
Minnesota
$223K – – –
FAIM
159
Financial Advocates Investment Management
Washington
$218K -$12K -190 -5%
GT
160
Greenleaf Trust
Michigan
$216K – – –
FFN
161
Focus Financial Network
Minnesota
$210K +$210K +3,344 New
Mariner
162
Mariner
Kansas
$210K -$6.54K -104 -3%
HWA
163
HCR Wealth Advisors
California
$207K +$207K +3,300 New
WP
164
WealthSource Partners
California
$206K +$206K +3,274 New
SFSIG
165
San Francisco Sentry Investment Group
California
$203K -$2.51K -40 -1%
AFNAS
166
American Financial Network Advisory Services
California
$203K +$203K +3,274 New
S
167
SignatureFD
Georgia
$202K +$124K +1,976 +160%
EAMA
168
EFG Asset Management (Americas)
Florida
$202K +$202K +2,452 New
WTC
169
WhitTier Trust Company
Nevada
$200K – – –
RCAG
170
Rehmann Capital Advisory Group
Michigan
$198K +$49.6K +790 +34%
IWA
171
IBEX Wealth Advisors
New Jersey
$190K +$190K +3,032 New
JFGIW
172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K -$18.9K -300 -9%
AIC
173
Archer Investment Corporation
Indiana
$163K – – –
SBL
174
Sargent Bickham Lagudis
Colorado
$159K – – –
TFS
175
TrustCore Financial Services
Tennessee
$158K -$7.78K -124 -5%
5 6
7
8 9