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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 Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Aevitas Wealth Management
Massachusetts
$20K – – –
1NWS
202
1 North Wealth Services
Maryland
$20K +$20K +370 New
BAM
203
Barrett Asset Management
New York
$17K – – –
PB
204
Pinnacle Bancorp
Nebraska
$17K +$17K +322 New
MWA
205
Meridian Wealth Advisors
Texas
$16K +$16K +300 New
FHA
206
Flagship Harbor Advisors
Massachusetts
$15K – – –
BCA
207
Berman Capital Advisors
Georgia
$15K +$15K +300 New
RE
208
RBC Europe
United Kingdom
$12.8K – – –
HI
209
Hudock Inc
Pennsylvania
$12K – – –
BWA
210
Burt Wealth Advisors
Maryland
$12K +$12K +228 New
RFC
211
Regions Financial Corp
Alabama
$11K -$469K -8,530 -98%
QCIG
212
Quad-Cities Investment Group
Iowa
$11K – – –
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +216 New
WIM
214
Westside Investment Management
California
$10.6K +$10.6K +200 New
AF
215
Allworth Financial
California
$8K -$416 -8 -5%
FHA
216
First Horizon Advisors
Tennessee
$7K -$12.6K -256 -64%
SWP
217
Strategic Wealth Partners
Ohio
$7K – – –
CIAS
218
Capital Investment Advisory Services
North Carolina
$7K +$7K +140 New
GI
219
Gradient Investments
Minnesota
$6K – – –
WCM
220
Whitener Capital Management
North Carolina
$5K – – –
DWM
221
Doyle Wealth Management
Florida
$5K +$5K +90 New
JCM
222
Jacobi Capital Management
Pennsylvania
$5K +$5K +100 New
RFM
223
Royal Fund Management
Florida
$4K – – –
IAS
224
IMA Advisory Services
Colorado
$3K – – –
AIM
225
Advantage Investment Management
Iowa
$2K -$65.6K -1,246 -97%
7 8
9
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