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iShares US Financials ETF
IYF

Overview Fund Activity

190 hedge funds and large institutions have $887M invested in iShares US Financials ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+27
Holders Change %
+16.56%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
58
Reduced
48
Closed
17
Calls
$2.13M
Puts
$1.85M
Net Calls
+$286K
Net Calls Change
-$871K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$20.8M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
TLIC
4
Thai Life Insurance Company
Thailand
$11.8M
5
Bank of America
5
Bank of America
North Carolina
$82.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.3M
3
AC
3
Allstate Corporation
Illinois
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$139M 1,371,629 +679,436 +98%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$88.9M 876,341 -50,312 -5%
Bank of America
3
Bank of America
North Carolina
$82.6M 813,889 +103,982 +15%
BA
4
BlackRock Advisors
Delaware
$71.4M 704,154 -2,387 -0.3%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$42.3M 417,000 – –
Wells Fargo
6
Wells Fargo
California
$31.3M 308,516 +128,049 +71%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28.3M 279,042 -326,214 -54%
UBS Group
8
UBS Group
Switzerland
$21.5M 211,463 -3,034 -1%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$20.8M 205,048 +205,048 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.4M 201,342 +14,996 +8%
BIM
11
BlackRock Investment Management
Delaware
$20.3M 199,792 -11,410 -5%
LPL Financial
12
LPL Financial
California
$19.6M 191,357 +22,559 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$12.5M 123,445 +74,663 +153%
TLIC
14
Thai Life Insurance Company
Thailand
$11.8M 115,896 +115,896 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.5M 113,652 +87,425 +333%
UCFA
16
United Capital Financial Advisors
Texas
$11.4M 112,802 -287,944 -72%
TH
17
Timber Hill
Connecticut
$10.5M 103,196 +86,427 +515%
SC
18
Scotia Capital
Ontario, Canada
$10.3M 101,140 +9,403 +10%
PP
19
Patten & Patten
Tennessee
$10.2M 100,075 +3,083 +3%
BHB
20
Bank Hapoalim BM
Israel
$10.1M 100,000 – –
GC
21
Grimes & Company
Massachusetts
$9.01M 88,843 +88,843 New
SCA
22
Stillwater Capital Advisors
Pennsylvania
$8.29M 81,723 +4,417 +6%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$8.19M 80,764 +80,764 New
Ameriprise
24
Ameriprise
Minnesota
$7.83M 77,186 +9,459 +14%
Goldman Sachs
25
Goldman Sachs
New York
$7.29M 71,883 -194,976 -73%
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