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iShares US Financial Services ETF
IYG

Overview Fund Activity

62 hedge funds and large institutions have $221M invested in iShares US Financial Services ETF in 2013 Q2 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
62
Holders Change
+62
Holders Change %
–
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
62
Increased
–
Reduced
–
Closed
–
Calls
$481K
Puts
$503K
Net Calls
-$22K
Net Calls Change
-$22K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$31.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$27M
4
Wells Fargo
4
Wells Fargo
California
$14.2M
5
LPL Financial
5
LPL Financial
California
$12.8M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.01M 14,059 +14,059 New
SI
27
SII Investments
Wisconsin
$937K 13,097 +13,097 New
SWM
28
Strategic Wealth Management
Washington
$806K 11,275 +11,275 New
PP
29
Patten & Patten
Tennessee
$803K 11,230 +11,230 New
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$611K 8,546 +8,546 New
FIG
31
FundX Investment Group
California
$558K 7,800 +7,800 New
FAAS
32
First Allied Advisory Services
California
$518K 7,236 +7,236 New
CS
33
Credit Suisse
Switzerland
$511K 7,140 +7,140 New
CA
34
Cetera Advisors
Colorado
$480K 6,717 +6,717 New
SC
35
Scotia Capital
Ontario, Canada
$465K 6,507 +6,507 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$407K 5,696 +5,696 New
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$366K 5,115 +5,115 New
EWM
38
Evercore Wealth Management
New York
$358K 5,000 +5,000 New
WS
39
Wedbush Securities
California
$356K 4,977 +4,977 New
DWT
40
Dorsey & Whitney Trust
South Dakota
$276K 3,856 +3,856 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$275K 3,839 +3,839 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$266K 3,716 +3,716 New
NPC
43
National Planning Corporation
California
$225K 3,161 +3,161 New
MA
44
Montag & Associates
Georgia
$221K 3,095 +3,095 New
Deutsche Bank
45
Deutsche Bank
Germany
$151K 2,135 +2,135 New
Citigroup
46
Citigroup
New York
$103K 1,430 +1,430 New
MCM
47
Manchester Capital Management
Vermont
$80K 1,115 +1,115 New
Invesco
48
Invesco
Georgia
$43K 600 +600 New
DWA
49
Dorsey Wright & Associates
California
$42K 589 +589 New
Ameriprise
50
Ameriprise
Minnesota
$39K 541 +541 New
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