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iShares US Financial Services ETF
IYG

Overview Fund Activity

68 hedge funds and large institutions have $332M invested in iShares US Financial Services ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
25
Reduced
15
Closed
12
Calls
$394K
Puts
$679K
Net Calls
-$285K
Net Calls Change
-$63K

Top Buyers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$47.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$37.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.4M
5
U
5
UBS
Switzerland
$11.9M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.95M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.93M
4
FMP
4
Financial Management Professionals
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BHB
26
Bank Hapoalim BM
Israel
$1.73M 20,920 +20,920 New
DS
27
DRW Securities
Illinois
$1.58M 18,912 -19,770 -51%
CP
28
Cinque Partners
California
$1.47M 17,565 +17,565 New
CCA
29
Cobblestone Capital Advisors
New York
$1.17M 13,970 -205 -1%
BCM
30
Beck Capital Management
Texas
$1.15M 14,207 +14,207 New
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.04M 12,371 -11,552 -48%
PP
32
Patten & Patten
Tennessee
$954K 11,395 +65 +0.6%
SWM
33
Strategic Wealth Management
Washington
$919K 10,975 -300 -3%
CA
34
Cetera Advisors
Colorado
$737K 8,792 +1,520 +21%
WSCM
35
Wellington Shields Capital Management
New York
$667K 7,970 +7,970 New
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$643K 7,676 -490 -6%
EWM
37
Evercore Wealth Management
New York
$586K 7,000 +1,000 +17%
SC
38
Scotia Capital
Ontario, Canada
$492K 5,870 -637 -10%
NPC
39
National Planning Corporation
California
$474K 5,650 – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$465K 5,552 +1,535 +38%
HCP
41
Holt Capital Partners
Texas
$372K 4,440 +4,440 New
CIA
42
Capital Investment Advisors
Georgia
$281K 3,358 +3,358 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$271K 3,238 +3 +0.1%
TH
44
Timber Hill
Connecticut
$251K 2,999 +2,999 New
NES
45
New England Securities
New York
$228K 2,728 +1,162 +74%
PCM
46
Princeton Capital Management
New Jersey
$209K 2,500 +2,500 New
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$190K 2,272 – –
Deutsche Bank
48
Deutsche Bank
Germany
$100K 1,200 -1,200 -50%
MCM
49
Manchester Capital Management
Vermont
$93K 1,115 – –
Ameriprise
50
Ameriprise
Minnesota
$86K 1,024 +522 +104%
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