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iShares US Financials ETF
IYF

Overview Fund Activity

223 hedge funds and large institutions have $638M invested in iShares US Financials ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
55
Reduced
75
Closed
28
Calls
$397K
Puts
$794K
Net Calls
-$397K
Net Calls Change
+$1.46M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$18M
2
Wells Fargo
2
Wells Fargo
California
$28.1M
3
Bank of America
3
Bank of America
North Carolina
$146M
4
5L
4
55I LLC
Massachusetts
$3.63M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$10.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$37.6M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
CS
3
Credit Suisse
Switzerland
$991K
4
Morgan Stanley
4
Morgan Stanley
New York
$57.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
176
Mine & Arao Wealth Creation & Management
California
$41K +$227 +4 +0.6%
NFG
177
Next Financial Group
Texas
$37K +$37K +652 New
RIM
178
Rockbridge Investment Management
New York
$34K – – –
HWA
179
HCR Wealth Advisors
California
$34K – – –
HCP
180
Hexagon Capital Partners
Arkansas
$34K +$34K +600 New
SFSG
181
Stearns Financial Services Group
North Carolina
$34K +$34K +602 New
PCFFS
182
Pacific Center for Financial Services
California
$33K – – –
FHA
183
First Horizon Advisors
Tennessee
$32K +$5.74K +104 +22%
T2I
184
Turim 21 Investimentos
Brazil
$30K +$30K +528 New
LGWM
185
Litman Gregory Wealth Management
California
$28K – – –
FMB
186
Field & Main Bank
Kentucky
$28K – – –
US Bancorp
187
US Bancorp
Minnesota
$27K – – –
LFG
188
LifePlan Financial Group
Ohio
$27K – – –
CAAS
189
Capital Asset Advisory Services
Michigan
$27K +$23.1K +412 +589%
SWM
190
Sugarloaf Wealth Management
Georgia
$24K – – –
RIA
191
RPG Investment Advisory
California
$23K – – –
FP
192
Financial Perspectives
Minnesota
$22.6K – – –
QCMC
193
Quantum Capital Management (California)
California
$22K – – –
BAM
194
Barrett Asset Management
New York
$18K – – –
CFFP
195
Center for Financial Planning
Michigan
$18K – – –
BA
196
Ballast Advisors
Minnesota
$17K – – –
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
MA
198
MUFG Americas
New York
$14K – – –
AWM
199
Atticus Wealth Management
Florida
$14K +$110 +2 +0.8%
NSIM
200
North Star Investment Management
Illinois
$14K +$11.7K +210 +500%
6 7
8
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