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iShares US Financials ETF
IYF

Overview Fund Activity

279 hedge funds and large institutions have $983M invested in iShares US Financials ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+56
Holders Change %
+25.11%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
79
Increased
58
Reduced
74
Closed
20
Calls
$785K
Puts
$868K
Net Calls
-$83K
Net Calls Change
-$148K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$124M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.5M
5
LPL Financial
5
LPL Financial
California
$29.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.85M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.6M
3
Barclays
3
Barclays
United Kingdom
$0
4
HNB
4
Huntington National Bank
Ohio
$4.02M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
151
Advanced Asset Management Advisors
Ohio
$327K +$4.68K +68 +1%
SS
152
Simplicity Solutions
Minnesota
$327K +$53K +768 +19%
FWCM
153
Ferguson Wellman Capital Management
Oregon
$323K – – –
V
154
Veritable
Delaware
$322K +$13.8K +200 +4%
TNB
155
TCF National Bank
South Dakota
$316K -$12.5K -182 -4%
AB
156
Atlas Brown
Kentucky
$311K – – –
Northern Trust
157
Northern Trust
Illinois
$308K -$71.7K -1,040 -19%
BFG
158
Barber Financial Group
Kansas
$301K +$301K +4,370 New
SWM
159
Sequoia Wealth Management
Illinois
$293K -$150K -2,186 -34%
IFWM
160
Institute for Wealth Management
Colorado
$290K -$6.76K -98 -2%
RIA
161
Regal Investment Advisors
Michigan
$288K +$30.4K +442 +12%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$282K +$282K +4,108 New
PWLP
163
Prio Wealth Limited Partnership
Massachusetts
$276K -$27.6K -400 -9%
TFCP
164
Twin Focus Capital Partners
Massachusetts
$276K – – –
LWP
165
Legacy Wealth Planning
Nevada
$272K +$272K +3,954 New
AIM
166
Alhambra Investment Management
Florida
$271K +$271K +3,940 New
CIA
167
Capital Investment Advisors
Georgia
$260K -$138 -2 -0.1%
WWM
168
Western Wealth Management
Colorado
$258K +$20.8K +302 +9%
CL
169
CPWM LLC
Washington
$254K +$138 +2 +0.1%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$248K -$5.79K -84 -2%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$247K – – –
WI
172
Wintrust Investments
Illinois
$239K – – –
GT
173
Greenleaf Trust
Michigan
$237K – – –
TW
174
Transform Wealth
Colorado
$236K -$131K -1,906 -36%
DZ Bank
175
DZ Bank
Germany
$234K +$234K +3,400 New
5 6
7
8 9