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iShares US Financials ETF
IYF

Overview Fund Activity

231 hedge funds and large institutions have $711M invested in iShares US Financials ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+21
Holders Change %
+10%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
45
Increased
62
Reduced
74
Closed
23
Calls
$366K
Puts
$2.23M
Net Calls
-$1.86M
Net Calls Change
-$3.78M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.2M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$23.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$80.7M
4
CS
4
Credit Suisse
Switzerland
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36M
2
Bank of America
2
Bank of America
North Carolina
$138M
3
UBS Group
3
UBS Group
Switzerland
$18M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
BA
202
Ballast Advisors
Minnesota
$17K – – –
CFFP
203
Center for Financial Planning
Michigan
$17K – – –
PCM
204
Prelude Capital Management
New York
$17K +$17K +300 New
AWM
205
Atticus Wealth Management
Florida
$14K +$111 +2 +0.8%
MA
206
MUFG Americas
New York
$13K +$13K +238 New
LWANC
207
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
PB
208
Pinnacle Bancorp
Nebraska
$12K +$1.11K +20 +10%
AIM
209
Axiom Investment Management
New York
$11K – – –
HI
210
Hudock Inc
Pennsylvania
$10K – – –
BFEC
211
Benjamin F. Edwards & Company
Missouri
$10K – – –
CAL
212
Capital Analysts LLC
Pennsylvania
$9K – – –
BW
213
Bison Wealth
Georgia
$9K +$2.62K +46 +41%
TFGT
214
TS Financial Group (TSFG)
Illinois
$9K +$9K +162 New
Bessemer Group
215
Bessemer Group
New Jersey
$9K +$9K +172 New
AF
216
Allworth Financial
California
$8K – – –
GH
217
GAM Holding
Switzerland
$7K – – –
RCA
218
Rowland Carmichael Advisors
Arizona
$7K +$7K +128 New
PCG
219
Private Capital Group
Connecticut
$6K – – –
JSC
220
Jackson Square Capital
California
$5K -$6.81K -128 -58%
FHA
221
Flagship Harbor Advisors
Massachusetts
$5K – – –
HIA
222
Harbor Investment Advisory
Maryland
$4K – – –
CAAS
223
Capital Asset Advisory Services
Michigan
$4K +$2.29K +40 +133%
WR
224
Watson Rebecca
$4K +$4K +70 New
FPFS
225
First Personal Financial Services
North Carolina
$3K – – –
7 8
9
10 11