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iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
176
MGO One Seven
Ohio
$86K 810 +810 New
Barclays
177
Barclays
United Kingdom
$85K 800 +717 +864%
HDIM
178
Hanson & Doremus Investment Management
Vermont
$80K 752 – –
FRA
179
Front Row Advisors
California
$76K 715 – –
AWM
180
AllSquare Wealth Management
New York
$71K 667 – –
PGWM
181
Parisi Gray Wealth Management
New Jersey
$70K 661 +661 New
S
182
SignatureFD
Georgia
$65K 615 +6 +1%
BWA
183
BDO Wealth Advisors
Florida
$64K 605 – –
AssetMark Inc
184
AssetMark Inc
California
$59K 556 -9 -2%
RFA
185
Reilly Financial Advisors
California
$53K 500 -200 -29%
SSB
186
Sandy Spring Bank
Maryland
$51K 475 – –
RCAG
187
Rehmann Capital Advisory Group
Michigan
$42K 395 +348 +740%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$39K 370 -37,923 -99%
PCG
189
Private Capital Group
Connecticut
$39K 364 – –
RIA
190
RPG Investment Advisory
California
$36K 337 – –
LFASL
191
Lugano Financial Advisors SA (LFA)
Switzerland
$32K 265 – –
SFG
192
SevenBridge Financial Group
Pennsylvania
$32K 300 – –
US Bancorp
193
US Bancorp
Minnesota
$31K 290 – –
PCFFS
194
Pacific Center for Financial Services
California
$31K 293 – –
LGWM
195
Litman Gregory Wealth Management
California
$27K 251 – –
NSIM
196
North Star Investment Management
Illinois
$26K 240 -16 -6%
ASN
197
Advisory Services Network
Georgia
$25K 238 – –
LFG
198
LifePlan Financial Group
Ohio
$25K 236 – –
Deutsche Bank
199
Deutsche Bank
Germany
$21K 205 -5,295 -96%
AWM
200
Aevitas Wealth Management
Massachusetts
$20K 192 – –
6 7
8
9 10