IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

279 hedge funds and large institutions have $983M invested in iShares US Financials ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+56
Holders Change %
+25.11%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
79
Increased
58
Reduced
74
Closed
20
Calls
$785K
Puts
$868K
Net Calls
-$83K
Net Calls Change
-$148K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$124M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.5M
5
LPL Financial
5
LPL Financial
California
$29.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.85M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.6M
3
Barclays
3
Barclays
United Kingdom
$0
4
HNB
4
Huntington National Bank
Ohio
$4.02M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
176
Bremer Bank National Association
Minnesota
$223K -$21.4K -310 -9%
WP
177
WealthSource Partners
California
$223K -$2.76K -40 -1%
SFSIG
178
San Francisco Sentry Investment Group
California
$223K – – –
PIMG
179
Patriot Investment Management Group
Tennessee
$220K -$24.8K -360 -10%
EAMA
180
EFG Asset Management (Americas)
Florida
$220K – – –
WTC
181
WhitTier Trust Company
Nevada
$219K – – –
ACP
182
Aveo Capital Partners
Colorado
$218K -$11.2K -162 -5%
DY
183
Dowling & Yahnke
California
$218K – – –
UCMOK
184
United Capital Management of KS
Kansas
$217K -$46.9K -680 -18%
YIA
185
YHB Investment Advisors
Connecticut
$216K +$216K +3,142 New
CF
186
Centaurus Financial
California
$213K +$213K +3,092 New
GT
187
Glenmede Trust
Pennsylvania
$211K – – –
LNC
188
Lincoln National Corp
Pennsylvania
$209K +$209K +3,032 New
PA
189
PFG Advisors
Arizona
$209K +$209K +3,034 New
CONA
190
Capital One National Association
New York
$208K +$208K +3,020 New
Renaissance Technologies
191
Renaissance Technologies
New York
$207K -$593K -8,600 -74%
CIC
192
Carnegie Investment Counsel
Ohio
$204K +$204K +2,964 New
MWM
193
Meridian Wealth Management
Kentucky
$204K +$204K +2,974 New
WA
194
WP Advisors
California
$203K +$203K +2,942 New
JIC
195
Johnson Investment Counsel
Ohio
$203K +$203K +2,950 New
CAN
196
Cetera Advisor Networks
California
$202K +$202K +2,928 New
AIC
197
Archer Investment Corporation
Indiana
$179K – – –
SBL
198
Sargent Bickham Lagudis
Colorado
$174K – – –
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$173K +$21K +304 +14%
PH
200
Pinnacle Holdings
Oklahoma
$169K -$489K -7,096 -74%
6 7
8
9 10