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iShares US Financial Services ETF
IYG

Overview Fund Activity

66 hedge funds and large institutions have $306M invested in iShares US Financial Services ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
10
Increased
30
Reduced
12
Closed
6
Calls
$378K
Puts
$600K
Net Calls
-$222K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.2M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$23.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$25.1M
5
HF
5
Hoxton Financial
West Virginia
$6.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26.9M
2
Rafferty Asset Management
2
Rafferty Asset Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.04M
4
CP
4
Cinque Partners
California
$0
5
QA
5
Quantitative Advantage
Minnesota
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.62M +$551K +22,302 +52%
Caisse de Depot et Placement du Quebec (CDPQ)
27
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.49M -$1.06M -42,900 -41%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$1.47M +$51.1K +2,070 +4%
CCA
29
Cobblestone Capital Advisors
New York
$1.05M -$38.6K -1,560 -4%
PP
30
Patten & Patten
Tennessee
$840K +$7.41K +300 +0.9%
SWM
31
Strategic Wealth Management
Washington
$836K – – –
FIG
32
FundX Investment Group
California
$786K +$208K +8,418 +36%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$605K -$28.2K -1,140 -4%
FAAS
34
First Allied Advisory Services
California
$602K +$65.9K +2,667 +12%
CA
35
Cetera Advisors
Colorado
$539K +$41.1K +1,665 +8%
VKH
36
Virtu KCG Holdings
New York
$519K +$519K +21,003 New
SC
37
Scotia Capital
Ontario, Canada
$482K – – –
WS
38
Wedbush Securities
California
$447K +$78.5K +3,180 +21%
EWM
39
Evercore Wealth Management
New York
$445K +$74.2K +3,000 +20%
NPC
40
National Planning Corporation
California
$422K +$186K +7,467 +79%
FLPIM
41
F.L. Putnam Investment Management
Massachusetts
$391K +$12.2K +495 +3%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$304K -$119K -4,794 -28%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$298K +$298K +12,051 New
DWT
44
Dorsey & Whitney Trust
South Dakota
$286K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$240K -$44.8K -1,812 -16%
OC
46
Oppenheimer & Co
New York
$211K +$211K +8,556 New
Deutsche Bank
47
Deutsche Bank
Germany
$176K +$19.4K +795 +12%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$168K +$168K +6,816 New
NES
49
New England Securities
New York
$116K +$93K +3,768 +405%
Citigroup
50
Citigroup
New York
$108K +$2.22K +90 +2%
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