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iShares US Financials ETF
IYF

Overview Fund Activity

210 hedge funds and large institutions have $568M invested in iShares US Financials ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 88 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-69
Holders Change %
-24.73%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
44
Reduced
88
Closed
80
Calls
$2.92M
Puts
$1M
Net Calls
+$1.92M
Net Calls Change
+$2M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$59M
2
Bank of America
2
Bank of America
North Carolina
$128M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.85M
4
VWM
4
Venturi Wealth Management
Texas
$6.56M
5
HF
5
HRT Financial
New York
$3.48M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.79M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
HW
3
Hamilton Wealth
California
$0
4
LPL Financial
4
LPL Financial
California
$13.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Advisory Alpha
Michigan
$70.3K +$3.11K +62 +5%
VFA
152
Valeo Financial Advisors
Indiana
$70K +$15.7K +290 +29%
TFS
153
TrustCore Financial Services
Tennessee
$65K -$23.4K -484 -27%
AWM
154
AllSquare Wealth Management
New York
$65K – – –
BWA
155
BDO Wealth Advisors
Florida
$64K +$14.7K +300 +30%
WT
156
Washington Trust
Rhode Island
$60K +$60K +1,232 New
HDIM
157
Hanson & Doremus Investment Management
Vermont
$54K – – –
S
158
SignatureFD
Georgia
$52K -$60.8K -1,252 -54%
PMFA
159
Plante Moran Financial Advisors
Michigan
$49K -$1.76K -36 -3%
RFA
160
Reilly Financial Advisors
California
$49K – – –
US Bancorp
161
US Bancorp
Minnesota
$49K +$24.2K +500 +97%
FWM
162
Filbrandt Wealth Management
Wisconsin
$44K – – –
IA
163
IFP Advisors
Florida
$43K -$8.64K -172 -17%
SSB
164
Sandy Spring Bank
Maryland
$42K – – –
MAWCM
165
Mine & Arao Wealth Creation & Management
California
$35K – – –
MWM
166
MBE Wealth Management
Wisconsin
$34K +$34K +700 New
ASN
167
Advisory Services Network
Georgia
$33K +$11.9K +244 +56%
PCFFS
168
Pacific Center for Financial Services
California
$29K – – –
JPLA
169
Joseph P. Lucia & Associates
New York
$28K – – –
M
170
MOTCO
Texas
$26K – – –
CG
171
Cutler Group
California
$25K +$25K +516 New
LGWM
172
Litman Gregory Wealth Management
California
$24K – – –
LFG
173
LifePlan Financial Group
Ohio
$23K – – –
FHA
174
First Horizon Advisors
Tennessee
$23K – – –
DCM
175
Davis Capital Management
Florida
$22K +$22K +444 New
5 6
7
8 9