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iShares US Financials ETF
IYF

Overview Fund Activity

219 hedge funds and large institutions have $1.24B invested in iShares US Financials ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
77
Reduced
56
Closed
24
Calls
$6.6M
Puts
$7.1M
Net Calls
-$507K
Net Calls Change
-$2.61M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$97.3M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$51.9M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.4M
5
GC
5
Grimes & Company
Massachusetts
$19.4M

Top Sellers

1
QIM
1
Quantitative Investment Management
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.66M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.7M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$236M 2,003,115 +460 +0%
Bank of America
2
Bank of America
North Carolina
$156M 1,327,741 +1,094 +0.1%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$97.3M 826,113 +794,476 +2,511%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M 683,518 +682,743 +88,096%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$74.3M 630,334 -44,898 -7%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$59.4M 504,350 +161,191 +47%
SG Americas Securities
7
SG Americas Securities
New York
$51.9M 440,956 +408,216 +1,247%
Wells Fargo
8
Wells Fargo
California
$30.4M 257,697 +49,267 +24%
UBS Group
9
UBS Group
Switzerland
$25.6M 217,075 -681 -0.3%
LPL Financial
10
LPL Financial
California
$23.8M 202,157 +25,850 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.4M 198,994 +28,221 +17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$22.5M 190,954 +99,091 +108%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.7M 166,989 +8,664 +5%
GC
14
Grimes & Company
Massachusetts
$19.4M 164,412 +128,172 +354%
UCFA
15
United Capital Financial Advisors
Texas
$18.3M 155,153 +45,208 +41%
BlackRock
16
BlackRock
New York
$15.8M 134,316 +10,089 +8%
RJA
17
Raymond James & Associates
Florida
$15.2M 128,852 +4,512 +4%
SC
18
Scotia Capital
Ontario, Canada
$13.4M 113,526 -4,224 -4%
PP
19
Patten & Patten
Tennessee
$11.6M 98,589 +1,040 +1%
SCA
20
Stillwater Capital Advisors
Pennsylvania
$11.5M 97,445 +1,756 +2%
Ameriprise
21
Ameriprise
Minnesota
$10.6M 89,859 +7,603 +9%
Citadel Advisors
22
Citadel Advisors
Florida
$10.6M 89,744 +30,643 +52%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.66M 82,472 -99,408 -55%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.6M 81,503 +3,566 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.62M 64,708 -4,318 -6%
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