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iShares US Financials ETF
IYF

Overview Fund Activity

219 hedge funds and large institutions have $1.24B invested in iShares US Financials ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
77
Reduced
56
Closed
24
Calls
$6.6M
Puts
$7.1M
Net Calls
-$507K
Net Calls Change
-$2.61M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$97.3M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$51.9M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.4M
5
GC
5
Grimes & Company
Massachusetts
$19.4M

Top Sellers

1
QIM
1
Quantitative Investment Management
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.66M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.7M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
176
Private Capital Group
Connecticut
$59K – – –
PMFA
177
Plante Moran Financial Advisors
Michigan
$59K – – –
RFA
178
Reilly Financial Advisors
California
$59K – – –
SSB
179
Sandy Spring Bank
Maryland
$56K – – –
US Bancorp
180
US Bancorp
Minnesota
$48K – – –
HFP
181
Holistic Financial Partners
Indiana
$47K – – –
RIA
182
RPG Investment Advisory
California
$40K – – –
LFG
183
LifePlan Financial Group
Ohio
$38K +$38K +646 New
SFG
184
SevenBridge Financial Group
Pennsylvania
$35K – – –
PCFFS
185
Pacific Center for Financial Services
California
$35K – – –
NSIM
186
North Star Investment Management
Illinois
$31K – – –
MWM
187
MinichMacGregor Wealth Management
New York
$30K – – –
TDC
188
Thompson Davis & Co
Virginia
$29K – – –
ASN
189
Advisory Services Network
Georgia
$26K – – –
BWP
190
Baldwin Wealth Partners
Massachusetts
$24K – – –
UBS AM
191
UBS AM
Illinois
$23.6K +$23.6K +400 New
FHA
192
First Horizon Advisors
Tennessee
$23K – – –
AWM
193
Aevitas Wealth Management
Massachusetts
$23K – – –
PG
194
Patten Group
Tennessee
$22K – – –
WDL
195
Well Done LLC
Michigan
$22K +$22K +366 New
FGC
196
Financial Gravity Companies
Texas
$21K – – –
FGAM
197
Financial Gravity Asset Management
Texas
$21K +$21K +360 New
BAM
198
Barrett Asset Management
New York
$19K – – –
RFWA
199
RPg Family Wealth Advisory
Massachusetts
$15.1K – – –
RE
200
RBC Europe
United Kingdom
$14.1K – – –
6 7
8
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