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iShares US Financials ETF
IYF

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in iShares US Financials ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
55
Reduced
68
Closed
17
Calls
$6.89M
Puts
$4.84M
Net Calls
+$2.06M
Net Calls Change
+$2.56M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M
2
CS
2
Credit Suisse
Switzerland
$15.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.6M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$7.83M
5
Jane Street
5
Jane Street
New York
$8.41M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$29.2M
4
SG Americas Securities
4
SG Americas Securities
New York
$30.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
176
Ironwood Financial
Arizona
$97K – – –
Barclays
177
Barclays
United Kingdom
$80K -$141K -2,400 -64%
AWM
178
AllSquare Wealth Management
New York
$78K +$78K +1,334 New
AIM
179
Advantage Investment Management
Iowa
$77K -$1.88K -32 -2%
WT
180
Washington Trust
Rhode Island
$72K +$72K +1,232 New
BWA
181
BDO Wealth Advisors
Florida
$71K – – –
S
182
SignatureFD
Georgia
$71K +$71K +1,212 New
AssetMark Inc
183
AssetMark Inc
California
$66K +$4.49K +76 +7%
PCG
184
Private Capital Group
Connecticut
$59K – – –
RFA
185
Reilly Financial Advisors
California
$59K – – –
SSB
186
Sandy Spring Bank
Maryland
$56K – – –
KJWM
187
Kiley Juergens Wealth Management
Washington
$41K +$41K +702 New
RIA
188
RPG Investment Advisory
California
$40K – – –
AA
189
Apriem Advisors
California
$40K +$40K +676 New
LFG
190
LifePlan Financial Group
Ohio
$38K – – –
SFG
191
SevenBridge Financial Group
Pennsylvania
$35K – – –
US Bancorp
192
US Bancorp
Minnesota
$34K -$13K -224 -28%
PCFFS
193
Pacific Center for Financial Services
California
$34K – – –
NSIM
194
North Star Investment Management
Illinois
$31K – – –
LFASL
195
Lugano Financial Advisors SA (LFA)
Switzerland
$31K +$31K +530 New
MWM
196
MinichMacGregor Wealth Management
New York
$30K – – –
TDC
197
Thompson Davis & Co
Virginia
$29K – – –
ASN
198
Advisory Services Network
Georgia
$29K +$2.07K +34 +8%
FHA
199
Flagship Harbor Advisors
Massachusetts
$26K +$26K +454 New
UBS AM
200
UBS AM
Illinois
$23.4K – – –
6 7
8
9 10