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iShares US Financials ETF
IYF

Overview Fund Activity

126 hedge funds and large institutions have $460M invested in iShares US Financials ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
31
Increased
34
Reduced
43
Closed
9
Calls
$5.09M
Puts
$553K
Net Calls
+$4.53M
Net Calls Change
-$848K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.9M
2
AssetMark Inc
2
AssetMark Inc
California
$60M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.2M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$4.5M
5
AAS
5
Annex Advisory Services
Wisconsin
$8.98M

Top Sellers

1
U
1
UBS
Switzerland
$12.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.36M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Citigroup
5
Citigroup
New York
$203K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$79.9M 997,112 +505,591 +103%
AssetMark Inc
2
AssetMark Inc
California
$60M 748,948 +186,500 +33%
Bank of America
3
Bank of America
North Carolina
$27.5M 342,660 -49,203 -13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.2M 252,093 +129,468 +106%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$19M 237,511 +37,815 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.7M 195,693 +14,877 +8%
Wells Fargo
7
Wells Fargo
California
$13.9M 173,078 +13,265 +8%
AIA
8
Arrow Investment Advisors
Maryland
$13.5M 167,960 -4,950 -3%
DWA
9
Dorsey Wright & Associates
California
$13.4M 167,960 -4,950 -3%
U
10
UBS
Switzerland
$12.7M 158,188 -349,776 -69%
Goldman Sachs
11
Goldman Sachs
New York
$11.6M 144,631 +14,266 +11%
CIM
12
Confluence Investment Management
Missouri
$10.2M 127,525 -68,929 -35%
PP
13
Patten & Patten
Tennessee
$9.28M 115,730 +1,015 +0.9%
CS
14
Credit Suisse
Switzerland
$9.28M 115,728 +24,801 +27%
TFA
15
Transamerica Financial Advisors
Florida
$9.16M 114,244 +20,024 +21%
AAS
16
Annex Advisory Services
Wisconsin
$8.98M 111,965 +50,555 +82%
Barclays
17
Barclays
United Kingdom
$6.73M 84,124 +20,697 +33%
Ameriprise
18
Ameriprise
Minnesota
$6.32M 78,897 -5,899 -7%
SC
19
Scotia Capital
Ontario, Canada
$5.88M 73,365 -1,007 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.36M 66,834 -260,620 -80%
LPL Financial
21
LPL Financial
California
$5.34M 66,604 +5,490 +9%
SG Americas Securities
22
SG Americas Securities
New York
$5.21M 64,953 – –
RJA
23
Raymond James & Associates
Florida
$4.94M 61,674 -1,212 -2%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$4.79M 59,707 -16,471 -22%
NSLI
25
Nan Shan Life Insurance
Taiwan
$4.5M 56,120 +56,120 New
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