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iShares US Financials ETF
IYF

Overview Fund Activity

195 hedge funds and large institutions have $1.19B invested in iShares US Financials ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
55
Reduced
62
Closed
16
Calls
$2.12M
Puts
$864K
Net Calls
+$1.26M
Net Calls Change
+$986K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$151M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$57.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$201M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121M
5
TSS
5
Two Sigma Securities
New York
$11.5M

Top Sellers

1
QIM
1
Quantitative Investment Management
Virginia
$11.3M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$9.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$11.3M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
176
Hudock Inc
Pennsylvania
$12K – – –
WIM
177
Westside Investment Management
California
$11.4K – – –
SIA
178
Spruce Investment Advisors
Connecticut
$11K – – –
VIA
179
Vantage Investment Advisors
Pennsylvania
$11K – – –
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$11K +$11K +194 New
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +200 New
SQA
182
Simon Quick Advisors
New Jersey
$10K +$10K +178 New
AF
183
Allworth Financial
California
$9K – – –
SEI Investments
184
SEI Investments
Pennsylvania
$8K +$6.8K +124 +564%
ClearBridge Investments
185
ClearBridge Investments
New York
$6K +$6K +100 New
VCM
186
Vigilant Capital Management
Maine
$5K +$5K +88 New
RFM
187
Royal Fund Management
Florida
$4K -$1.23K -24 -24%
CFD
188
Creative Financial Designs
Indiana
$4K – – –
Simplex Trading
189
Simplex Trading
Illinois
$3K -$564K -11,284 -99%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$3K -$2K -36 -40%
JWA
191
JFS Wealth Advisors
Pennsylvania
$3K – – –
MCIA
192
Mountain Capital Investment Advisors
Colorado
$3K +$111 +2 +4%
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$3K +$3K +60 New
EK
194
Evensky & Katz
Florida
$2K – – –
TFA
195
Transamerica Financial Advisors
Florida
$1K – – –
PAMU
196
Pictet Asset Management (UK)
United Kingdom
– -$3.81M -74,000 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
– -$3.47M -64,492 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$2.06M -38,400 Closed
Two Sigma Advisers
199
Two Sigma Advisers
New York
– -$1.09M -20,200 Closed
11A
200
10-15 Associates
New York
– -$776K -14,430 Closed
5 6 7
8
9