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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 %
RFM
201
Royal Fund Management
Florida
$14K +$9.67K +174 +223%
HI
202
Hudock Inc
Pennsylvania
$13K – – –
WIM
203
Westside Investment Management
California
$11.5K – – –
VIA
204
Vantage Investment Advisors
Pennsylvania
$11K – – –
EA
205
Edge Advisors
Georgia
$11K +$11K +202 New
SEI Investments
206
SEI Investments
Pennsylvania
$9K -$74K -1,200 -89%
AF
207
Allworth Financial
California
$9K – – –
GI
208
Gradient Investments
Minnesota
$7K – – –
OIA
209
OneDigital Investment Advisors
Kansas
$7K – – –
SWP
210
Strategic Wealth Partners
Ohio
$7K – – –
RCAG
211
Rehmann Capital Advisory Group
Michigan
$6K +$6K +94 New
IIC
212
Integrated Investment Consultants
Michigan
$6K +$6K +100 New
MGIA
213
Moneta Group Investment Advisors
Missouri
$6K +$6K +100 New
WCM
214
Whitener Capital Management
North Carolina
$5K – – –
RWA
215
Ropes Wealth Advisors
Massachusetts
$4K +$4K +66 New
JWA
216
JFS Wealth Advisors
Pennsylvania
$3K – – –
EK
217
Evensky & Katz
Florida
$2K – – –
TFA
218
Transamerica Financial Advisors
Florida
$1K -$5.03M -40,248 -100%
AFNAS
219
American Financial Network Advisory Services
California
$228 -$73.4K -3,862 -100%
QIM
220
Quantitative Investment Management
Virginia
– -$13.7M -229,600 Closed
BHB
221
Bank Hapoalim BM
Israel
– -$10.2K -171,068 Closed
Capital Fund Management (CFM)
222
Capital Fund Management (CFM)
France
– -$6.91M -115,650 Closed
NSLI
223
Nan Shan Life Insurance
Taiwan
– -$3.2M -53,600 Closed
CS
224
Credit Suisse
Switzerland
– -$2.35M -39,390 Closed
FTS
225
Fifth Third Securities
Ohio
– -$1.94M -32,544 Closed
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