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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
201
Aevitas Wealth Management
Massachusetts
$23K – – –
FHA
202
First Horizon Advisors
Tennessee
$23K – – –
FGAM
203
Financial Gravity Asset Management
Texas
$22K – – –
PG
204
Patten Group
Tennessee
$22K – – –
BAM
205
Barrett Asset Management
New York
$19K – – –
FIA
206
FNY Investment Advisers
New York
$15K +$15K +270 New
RE
207
RBC Europe
United Kingdom
$14.1K – – –
RFM
208
Royal Fund Management
Florida
$14K – – –
HI
209
Hudock Inc
Pennsylvania
$13K – – –
QCIG
210
Quad-Cities Investment Group
Iowa
$12K +$12K +200 New
B
211
Bridgeworth
Alabama
$12K +$12K +214 New
WIM
212
Westside Investment Management
California
$11.8K – – –
VIA
213
Vantage Investment Advisors
Pennsylvania
$11K – – –
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$9.38K +$9.38K +160 New
AF
215
Allworth Financial
California
$9K – – –
SEI Investments
216
SEI Investments
Pennsylvania
$9K – – –
OIA
217
OneDigital Investment Advisors
Kansas
$7K – – –
GI
218
Gradient Investments
Minnesota
$7K – – –
SWP
219
Strategic Wealth Partners
Ohio
$7K – – –
RCAG
220
Rehmann Capital Advisory Group
Michigan
$5.53K – – –
RWA
221
Ropes Wealth Advisors
Massachusetts
$4K – – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$3K – – –
IAS
223
IMA Advisory Services
Colorado
$3K +$3K +54 New
EK
224
Evensky & Katz
Florida
$2K – – –
TFA
225
Transamerica Financial Advisors
Florida
$1K -$3K -6 -75%
6 7 8
9
10