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iShares US Broker-Dealers & Securities Exchanges ETF
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Overview Fund Activity

51 hedge funds and large institutions have $149M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 10 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
6
Closed
10
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
+$1.82M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.9M
2
Bank of America
2
Bank of America
North Carolina
$14.6M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.51M
4
Jane Street
4
Jane Street
New York
$3.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.53M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
SFI
3
SPC Financial Inc
Maryland
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
PVH
26
Psagot Value Holdings
Israel
$700K 15,970 +15,970 New
FSA
27
Financial Sense Advisors
California
$575K 13,120 +8,301 +172%
Creative Planning
28
Creative Planning
Kansas
$553K 12,610 +12,000 +1,967%
NPC
29
National Planning Corporation
California
$489K 11,295 +708 +7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$479K 10,932 +887 +9%
SF
31
Synovus Financial
Georgia
$423K 9,639 +18 +0.2%
NFG
32
Noven Financial Group
Colorado
$388K 8,848 +8,848 New
CLOS
33
Compagnie Lombard Odier SCmA
Switzerland
$312K 7,118 – –
SS
34
Simplicity Solutions
Minnesota
$309K 7,037 +899 +15%
SFT
35
Simmons First Trust
Arkansas
$292K 6,668 +6,668 New
CWM
36
Concert Wealth Management
California
$278K 6,320 +6,320 New
SI
37
Stephens Inc
Arkansas
$257K 5,861 +91 +2%
DC
38
Davenport & Co
Virginia
$257K 5,853 +180 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$236K 5,392 +683 +15%
CAM
40
Concorde Asset Management
Michigan
$235K 5,346 +5,346 New
MFS
41
MSI Financial Services
Massachusetts
$178K 4,064 +3,798 +1,428%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$59K 1,352 +16 +1%
IPC
43
Independent Portfolio Consultants
Florida
$57K 1,300 – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$30K 690 +324 +89%
PAI
45
Pittenger & Anderson Inc
Nebraska
$27K 625 -1,000 -62%
US Bancorp
46
US Bancorp
Minnesota
$13K 300 – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$12K 270 +270 New
PG
48
Patten Group
Tennessee
$5.48K 125 +125 New
Citigroup
49
Citigroup
New York
$5K 107 +107 New
BRWM
50
B. Riley Wealth Management
Tennessee
$1K 38 – –
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