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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+21
Holders Change %
+14.79%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
34
Increased
50
Reduced
36
Closed
11
Calls
$1.85M
Puts
$1.44M
Net Calls
+$412K
Net Calls Change
-$861K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$96.3M
2
TFA
2
Transamerica Financial Advisors
Florida
$73.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$46.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$38.1M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
AAS
4
Annex Advisory Services
Wisconsin
$347K
5
BIM
5
BlackRock Investment Management
Delaware
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$96.3M 1,073,043 +1,071,901 +93,862%
BA
2
BlackRock Advisors
Delaware
$74.5M 830,715 -1,161,249 -58%
TFA
3
Transamerica Financial Advisors
Florida
$73.4M 818,284 +815,179 +26,254%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$48.8M 544,190 +136,542 +33%
FSIM
5
F-Squared Investment Management
Massachusetts
$46.9M 522,574 +522,574 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$45.3M 505,291 -7,954 -2%
Bank of America
7
Bank of America
North Carolina
$43.8M 487,623 -235,754 -33%
Morgan Stanley
8
Morgan Stanley
New York
$39.1M 435,349 -640,134 -60%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$38.1M 410,000 +410,000 New
BIM
10
BlackRock Investment Management
Delaware
$25.5M 284,616 -187,900 -40%
UCFA
11
United Capital Financial Advisors
Texas
$23.7M 263,823 -21,153 -7%
LPL Financial
12
LPL Financial
California
$21.6M 238,296 +165,694 +228%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20.3M 226,091 +44,494 +25%
Wells Fargo
14
Wells Fargo
California
$19.9M 221,738 +84,410 +61%
NSLI
15
Nan Shan Life Insurance
Taiwan
$18.8M 208,980 – –
Goldman Sachs
16
Goldman Sachs
New York
$15.3M 170,198 -81,857 -32%
Ameriprise
17
Ameriprise
Minnesota
$12.5M 139,334 +15,165 +12%
RJA
18
Raymond James & Associates
Florida
$12M 133,930 +5,843 +5%
UBS Group
19
UBS Group
Switzerland
$11.3M 125,648 -15,176 -11%
PP
20
Patten & Patten
Tennessee
$9.3M 103,575 -3,590 -3%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$8.97M 100,000 – –
SC
22
Scotia Capital
Ontario, Canada
$8.33M 93,504 +27,347 +41%
CIM
23
Confluence Investment Management
Missouri
$7.51M 83,706 +2,539 +3%
BFA
24
Beaumont Financial Advisors
Massachusetts
$7.35M 82,498 -35,079 -30%
SCA
25
Stillwater Capital Advisors
Pennsylvania
$6.92M 77,072 -384 -0.5%
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