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iShares US Financials ETF
IYF

Overview Fund Activity

127 hedge funds and large institutions have $650M invested in iShares US Financials ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
20
Increased
43
Reduced
32
Closed
19
Calls
$5.44M
Puts
$3.69M
Net Calls
+$1.75M
Net Calls Change
-$2.79M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
AssetMark Inc
2
AssetMark Inc
California
$116M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$29.4M
5
ACM
5
Aviance Capital Management
Florida
$11.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.4M
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
DWA
3
Dorsey Wright & Associates
California
$0
4
CS
4
Credit Suisse
Switzerland
$276K
5
CIM
5
Confluence Investment Management
Missouri
$6.76M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$116M 1,419,926 +670,978 +90%
Bank of America
2
Bank of America
North Carolina
$113M 1,385,806 +1,043,146 +304%
Morgan Stanley
3
Morgan Stanley
New York
$66.4M 811,605 -185,507 -19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.3M 615,412 +363,319 +144%
Goldman Sachs
5
Goldman Sachs
New York
$29.4M 359,079 +214,448 +148%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$24.6M 301,457 +63,946 +27%
TFA
7
Transamerica Financial Advisors
Florida
$16.5M 201,389 +87,145 +76%
Wells Fargo
8
Wells Fargo
California
$14.8M 181,019 +7,941 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.6M 153,604 -42,089 -22%
AAS
10
Annex Advisory Services
Wisconsin
$11.7M 143,704 +31,739 +28%
ACM
11
Aviance Capital Management
Florida
$11.7M 143,249 +143,077 +83,184%
U
12
UBS
Switzerland
$11.3M 138,171 -20,017 -13%
NSLI
13
Nan Shan Life Insurance
Taiwan
$10.8M 132,072 +75,952 +135%
PP
14
Patten & Patten
Tennessee
$9.42M 115,245 -485 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.41M 115,136 +48,302 +72%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$7.52M 92,000 +92,000 New
CA
17
Cumberland Advisors
Florida
$7.49M 91,555 +91,555 New
Barclays
18
Barclays
United Kingdom
$7.18M 88,600 +4,476 +5%
CIM
19
Confluence Investment Management
Missouri
$6.76M 82,682 -44,843 -35%
BCI
20
Brinker Capital Investments
Pennsylvania
$6.38M 78,000 +30,000 +63%
SG Americas Securities
21
SG Americas Securities
New York
$6.36M 77,841 +12,888 +20%
LPL Financial
22
LPL Financial
California
$5.27M 64,412 -2,192 -3%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$5.24M 64,128 +4,421 +7%
SC
24
Scotia Capital
Ontario, Canada
$4.95M 60,556 -12,809 -17%
RJA
25
Raymond James & Associates
Florida
$4.83M 59,122 -2,552 -4%
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