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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $1.41B invested in iShares US Financials ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+32
Holders Change %
+24.43%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
45
Increased
51
Reduced
35
Closed
11
Calls
$3.34M
Puts
$5M
Net Calls
-$1.65M
Net Calls Change
-$3.25M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$165M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
BTS
3
BB&T Securities
Virginia
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
TFA
5
Transamerica Financial Advisors
Florida
$88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.12M
2
ACM
2
Aviance Capital Management
Florida
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.31M
5
TH
5
Timber Hill
Connecticut
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$165M 1,834,123 +1,834,123 New
Bank of America
2
Bank of America
North Carolina
$153M 1,697,348 +881,255 +108%
BA
3
BlackRock Advisors
Delaware
$137M 1,517,686 +237,875 +19%
Morgan Stanley
4
Morgan Stanley
New York
$110M 1,222,900 +846,795 +225%
AssetMark Inc
5
AssetMark Inc
California
$92.8M 1,028,409 -6,575 -0.6%
TFA
6
Transamerica Financial Advisors
Florida
$88M 975,992 +802,514 +463%
BTS
7
BB&T Securities
Virginia
$86.3M 95,692 +86,402 +930%
PI
8
Placemark Investments
Illinois
$41.6M 461,387 +439,555 +2,013%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$41.1M 455,638 +94,295 +26%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$39.5M 437,553 +43,227 +11%
BIM
11
BlackRock Investment Management
Delaware
$27.2M 301,131 +493 +0.2%
UCFA
12
United Capital Financial Advisors
Texas
$26.2M 290,018 -6,570 -2%
PFS
13
Prospera Financial Services
Texas
$21M 233,347 +233,347 New
AIA
14
Arrow Investment Advisors
Maryland
$18.9M 209,188 +209,188 New
NSLI
15
Nan Shan Life Insurance
Taiwan
$18.9M 208,980 +4,675 +2%
Wells Fargo
16
Wells Fargo
California
$17.4M 193,005 +6,598 +4%
AAS
17
Annex Advisory Services
Wisconsin
$16.6M 183,907 +19,005 +12%
Goldman Sachs
18
Goldman Sachs
New York
$16.3M 180,846 +2,842 +2%
VF
19
Virtu Financial
New York
$15.6M 173,300 +173,300 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15.6M 172,820 +10,026 +6%
AI
21
Atria Investments
North Carolina
$14.2M 157,785 +148,735 +1,643%
RJA
22
Raymond James & Associates
Florida
$13.6M 151,214 +90,846 +150%
UBS Group
23
UBS Group
Switzerland
$12M 132,956 +132,956 New
Citigroup
24
Citigroup
New York
$10.4M 115,048 +111,710 +3,347%
Barclays
25
Barclays
United Kingdom
$10.3M 114,517 +10,817 +10%
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