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iShares US Financials ETF
IYF

Overview Fund Activity

196 hedge funds and large institutions have $875M invested in iShares US Financials ETF in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
68
Reduced
53
Closed
19
Calls
$1.51M
Puts
$1.62M
Net Calls
-$109K
Net Calls Change
-$395K

Top Buyers

1
BlackRock
1
BlackRock
New York
$92.2M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$13.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$6.9M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$3.85M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$79.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.2M
5
QIM
5
Quantitative Investment Management
Virginia
$541K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$143M 1,375,415 +3,786 +0.3%
Bank of America
2
Bank of America
North Carolina
$112M 1,077,009 +263,120 +32%
BlackRock
3
BlackRock
New York
$92.2M 885,718 +878,222 +11,716%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$79.2M 760,878 -115,463 -13%
Wells Fargo
5
Wells Fargo
California
$35.4M 340,168 +31,652 +10%
UBS Group
6
UBS Group
Switzerland
$25.3M 243,136 +31,673 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.2M 213,111 -65,931 -24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.9M 191,342 -10,000 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.9M 152,395 +28,950 +23%
LPL Financial
10
LPL Financial
California
$15.8M 152,240 -39,117 -20%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$13.5M 130,162 +86,031 +195%
UCFA
12
United Capital Financial Advisors
Texas
$13.1M 126,265 +13,463 +12%
Stifel Financial
13
Stifel Financial
Missouri
$12.4M 119,549 +83,063 +228%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$12.1M 116,750 +3,098 +3%
TLIC
15
Thai Life Insurance Company
Thailand
$12.1M 115,896 – –
SC
16
Scotia Capital
Ontario, Canada
$11.9M 114,193 +13,053 +13%
BHB
17
Bank Hapoalim BM
Israel
$10.4M 100,000 – –
PP
18
Patten & Patten
Tennessee
$10.4M 99,571 -504 -0.5%
RJA
19
Raymond James & Associates
Florida
$9.92M 95,367 +40,299 +73%
Citadel Advisors
20
Citadel Advisors
Florida
$9.53M 91,569 +23,324 +34%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$8.4M 80,748 +21,257 +36%
SCA
22
Stillwater Capital Advisors
Pennsylvania
$8.2M 78,782 -2,941 -4%
CIM
23
Confluence Investment Management
Missouri
$6.9M 66,326 +41,709 +169%
TH
24
Timber Hill
Connecticut
$6.04M 58,016 -45,180 -44%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$5.99M 57,526 -7,041 -11%
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