iShares Dow Jones US Financial (IYF) Shares Bought by Summit X LLC

Summit X LLC boosted its holdings in iShares Dow Jones US Financial (NYSEARCA:IYF) by 525.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,829 shares of the company’s stock after purchasing an additional 20,858 shares during the period. iShares Dow Jones US Financial comprises about 1.8% of Summit X LLC’s portfolio, making the stock its 10th largest holding. Summit X LLC owned 0.13% of iShares Dow Jones US Financial worth $2,922,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in IYF. Adviser Investments LLC acquired a new stake in iShares Dow Jones US Financial in the first quarter valued at $118,000. We Are One Seven LLC acquired a new stake in iShares Dow Jones US Financial in the fourth quarter valued at $127,000. Trustcore Financial Services LLC acquired a new stake in iShares Dow Jones US Financial in the fourth quarter valued at $161,000. Financial Advocates Investment Management acquired a new stake in iShares Dow Jones US Financial in the fourth quarter valued at $222,000. Finally, Wayne Hummer Investments L.L.C. acquired a new stake in iShares Dow Jones US Financial in the fourth quarter valued at $223,000.

Shares of IYF stock opened at $119.92 on Wednesday. iShares Dow Jones US Financial has a one year low of $105.66 and a one year high of $126.54.



About iShares Dow Jones US Financial

iShares U.S. Financials ETF, formerly iShares Dow Jones U.S. Financial Sector Index Fund, seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Financials Index (the Index). The Index measures the performance of the financial sector of the United States equity market, and includes companies in industry groups, such as banks, non-life insurance, life insurance, real estate and general finance.

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Institutional Ownership by Quarter for iShares Dow Jones US Financial (NYSEARCA:IYF)

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