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iShares US Financial Services ETF
IYG

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.

New
Increased
Maintained
Reduced
Closed

136.05% more ownership

Funds ownership: 0% → 136.05% (+136%)

4% less call options, than puts

Call options by funds: $481K | Put options by funds: $503K

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.01M +$973K +42,177 New
SI
27
SII Investments
Wisconsin
$937K +$906K +39,291 New
SWM
28
Strategic Wealth Management
Washington
$806K +$780K +33,825 New
PP
29
Patten & Patten
Tennessee
$803K +$777K +33,690 New
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$611K +$591K +25,638 New
FIG
31
FundX Investment Group
California
$558K +$540K +23,400 New
FAAS
32
First Allied Advisory Services
California
$518K +$501K +21,708 New
CS
33
Credit Suisse
Switzerland
$511K +$494K +21,420 New
CA
34
Cetera Advisors
Colorado
$480K +$465K +20,151 New
SC
35
Scotia Capital
Ontario, Canada
$465K +$450K +19,521 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$407K +$394K +17,088 New
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$366K +$354K +15,345 New
EWM
38
Evercore Wealth Management
New York
$358K +$346K +15,000 New
WS
39
Wedbush Securities
California
$356K +$344K +14,931 New
DWT
40
Dorsey & Whitney Trust
South Dakota
$276K +$267K +11,568 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$275K +$266K +11,517 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$266K +$257K +11,148 New
NPC
43
National Planning Corporation
California
$225K +$219K +9,483 New
MA
44
Montag & Associates
Georgia
$221K +$214K +9,285 New
Deutsche Bank
45
Deutsche Bank
Germany
$151K +$148K +6,405 New
Citigroup
46
Citigroup
New York
$103K +$99K +4,290 New
MCM
47
Manchester Capital Management
Vermont
$80K +$77.2K +3,345 New
Invesco
48
Invesco
Georgia
$43K +$41.5K +1,800 New
DWA
49
Dorsey Wright & Associates
California
$42K +$40.8K +1,767 New
Ameriprise
50
Ameriprise
Minnesota
$39K +$37.4K +1,623 New
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IYG Hedge Fund Activity: Q2 2013 in Review

62 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2013, worth a combined $221M.

Buyers outnumbered sellers: 62 funds opened new IYG positions and 0 closed out — a net gain of 62 holders — while 0 added to existing stakes and 0 trimmed.

  • 62 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $221M of iShares US Financial Services ETF stock for Q2 2013.
  • 62 funds opened new iShares US Financial Services ETF positions in Q2 2013 and 0 closed out, a net change of +62 holders.

Based on aggregated 13F filings for Q2 2013.