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iShares US Financials ETF
IYF

Overview Fund Activity

163 hedge funds and large institutions have $831M invested in iShares US Financials ETF in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
55
Reduced
41
Closed
18
Calls
$2.01M
Puts
$855K
Net Calls
+$1.16M
Net Calls Change
+$2.82M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$94.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$36.1M
4
BCM
4
Brookstone Capital Management
Illinois
$11.5M
5
AC
5
Allstate Corporation
Illinois
$31.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.9M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$37.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
CS
4
Credit Suisse
Switzerland
$355K
5
Goldman Sachs
5
Goldman Sachs
New York
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$94.9M 1,054,071 +1,053,919 +693,368%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$83.4M 926,653 -42,604 -4%
Bank of America
3
Bank of America
North Carolina
$63.9M 709,907 -1,085,725 -60%
BA
4
BlackRock Advisors
Delaware
$63.6M 706,541 -22,815 -3%
Morgan Stanley
5
Morgan Stanley
New York
$62.3M 692,193 +991 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$54.5M 605,256 +283,775 +88%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$37.5M 417,000 -297,000 -42%
UCFA
8
United Capital Financial Advisors
Texas
$36.1M 400,746 +157,331 +65%
AC
9
Allstate Corporation
Illinois
$31.5M 350,000 +124,595 +55%
Goldman Sachs
10
Goldman Sachs
New York
$24M 266,859 -45,510 -15%
UBS Group
11
UBS Group
Switzerland
$19.3M 214,497 +101,862 +90%
BIM
12
BlackRock Investment Management
Delaware
$19M 211,202 -11,660 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$16.8M 186,346 +17,514 +10%
Wells Fargo
14
Wells Fargo
California
$16.2M 180,467 +34,567 +24%
LPL Financial
15
LPL Financial
California
$15.1M 168,798 +102,161 +153%
BCM
16
Brookstone Capital Management
Illinois
$11.5M 127,394 +127,394 New
BHB
17
Bank Hapoalim BM
Israel
$9M 100,000 – –
PP
18
Patten & Patten
Tennessee
$8.73M 96,992 -295 -0.3%
SC
19
Scotia Capital
Ontario, Canada
$8.26M 91,737 +8,914 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$7.36M 81,724 +32,965 +68%
Citadel Advisors
21
Citadel Advisors
Florida
$7.13M 79,201 -27,913 -26%
SCA
22
Stillwater Capital Advisors
Pennsylvania
$6.96M 77,306 +2,479 +3%
Ameriprise
23
Ameriprise
Minnesota
$6.1M 67,727 +33,945 +100%
NSLI
24
Nan Shan Life Insurance
Taiwan
$5.4M 60,000 +60,000 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$5.05M 56,060 +10,013 +22%
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