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iShares US Financials ETF
IYF

Overview Fund Activity

228 hedge funds and large institutions have $696M invested in iShares US Financials ETF in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
58
Reduced
68
Closed
39
Calls
$11.4M
Puts
$1M
Net Calls
+$10.4M
Net Calls Change
+$416K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.9M
3
Wells Fargo
3
Wells Fargo
California
$33.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M
5
CS
5
Credit Suisse
Switzerland
$7.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
Bank of America
2
Bank of America
North Carolina
$91.7M
3
GC
3
Grimes & Company
Massachusetts
$0
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$97.3M 914,549 -1,268,448 -58%
Bank of America
2
Bank of America
North Carolina
$91.7M 861,628 -457,830 -35%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$62.3M 585,751 -15,569 -3%
UBS Group
4
UBS Group
Switzerland
$50.5M 475,188 +235,997 +99%
Wells Fargo
5
Wells Fargo
California
$33.8M 317,628 +106,582 +51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.5M 201,796 +2,150 +1%
LPL Financial
7
LPL Financial
California
$18.9M 177,969 -8,513 -5%
Goldman Sachs
8
Goldman Sachs
New York
$16.9M 158,667 +158,667 New
BlackRock
9
BlackRock
New York
$14.3M 134,718 -1,685 -1%
SC
10
Scotia Capital
Ontario, Canada
$13.6M 127,490 +13,005 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.2M 114,565 +58,542 +104%
SCA
12
Stillwater Capital Advisors
Pennsylvania
$11M 103,693 +117 +0.1%
RJA
13
Raymond James & Associates
Florida
$10.4M 97,739 +7,275 +8%
Ameriprise
14
Ameriprise
Minnesota
$9.61M 90,322 -24,422 -21%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.49M 89,199 -18,620 -17%
PP
16
Patten & Patten
Tennessee
$9.31M 87,521 -3,016 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.45M 79,395 -34,084 -30%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$7.65M 71,875 +28,437 +65%
CS
19
Credit Suisse
Switzerland
$7.62M 71,607 +57,524 +408%
Stifel Financial
20
Stifel Financial
Missouri
$7.09M 66,703 +13,683 +26%
HW
21
Hamilton Wealth
California
$6.04M 56,736 +56,736 New
PAG
22
Private Advisor Group
New Jersey
$5.85M 54,972 -1,157 -2%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.64M 52,994 -1,522 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$5.34M 50,201 -31,576 -39%
BHB
25
Bank Hapoalim BM
Israel
$4.96M 46,607 – –
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