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iShares US Financials ETF
IYF

Overview Fund Activity

190 hedge funds and large institutions have $887M invested in iShares US Financials ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+27
Holders Change %
+16.56%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
58
Reduced
48
Closed
17
Calls
$2.13M
Puts
$1.85M
Net Calls
+$286K
Net Calls Change
-$871K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$20.8M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
Bank of America
4
Bank of America
North Carolina
$82.6M
5
GC
5
Grimes & Company
Massachusetts
$9.01M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.3M
3
AC
3
Allstate Corporation
Illinois
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
176
Hudock Inc
Pennsylvania
$11K +$1.91K +40 +21%
MWM
177
MinichMacGregor Wealth Management
New York
$10K – – –
1832 Asset Management
178
1832 Asset Management
Ontario, Canada
$8K +$8K +140 New
AF
179
Allworth Financial
California
$8K +$8K +154 New
KTC
180
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
GI
181
Gradient Investments
Minnesota
$6K – – –
BCFS
182
Butensky & Cohen Financial Security
Florida
$6K – – –
SIA
183
Spruce Investment Advisors
Connecticut
$5K +$5K +104 New
WA
184
WFG Advisors
Texas
$3K – – –
JWA
185
JFS Wealth Advisors
Pennsylvania
$3K – – –
CFD
186
Creative Financial Designs
Indiana
$3K +$3K +66 New
RFM
187
Royal Fund Management
Florida
$3K +$3K +78 New
EK
188
Evensky & Katz
Florida
$2K – – –
SEI Investments
189
SEI Investments
Pennsylvania
$1K -$26.3K -578 -96%
TFA
190
Transamerica Financial Advisors
Florida
$1K -$2.67K -16 -73%
AssetMark Inc
191
AssetMark Inc
California
– -$94.9M -2,108,142 Closed
AC
192
Allstate Corporation
Illinois
– -$31.5M -700,000 Closed
BCM
193
Brookstone Capital Management
Illinois
– -$11.5M -254,788 Closed
NSLI
194
Nan Shan Life Insurance
Taiwan
– -$5.4M -120,000 Closed
MYLI
195
Meiji Yasuda Life Insurance
Japan
– -$4.01M -89,192 Closed
BFA
196
Beaumont Financial Advisors
Massachusetts
– -$3.99M -88,744 Closed
GH
197
GAM Holding
Switzerland
– -$2.7M -60,000 Closed
SG Americas Securities
198
SG Americas Securities
New York
– -$2.15M -47,802 Closed
Millennium Management
199
Millennium Management
New York
– -$1.66M -36,778 Closed
NYLIM
200
New York Life Investment Management
New York
– -$1.43M -31,858 Closed
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