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iShares US Financial Services ETF
IYG

Overview Fund Activity

72 hedge funds and large institutions have $357M invested in iShares US Financial Services ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
29
Reduced
16
Closed
8
Calls
$841K
Puts
$637K
Net Calls
+$204K
Net Calls Change
+$489K

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$8.37M
2
AGA
2
Accuvest Global Advisors
Utah
$4.91M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.86M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$3.68M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$51.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.85M
2
Bank of America
2
Bank of America
North Carolina
$32.6M
3
CS
3
Credit Suisse
Switzerland
$275K
4
Morgan Stanley
4
Morgan Stanley
New York
$62M
5
AP
5
Advisors Preferred
Maryland
$80.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$2.15M +$68.5K +2,421 +3%
BTS
27
BB&T Securities
Virginia
$2.05M +$2.05M +7,245 New
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$1.82M +$12.7K +450 +0.7%
VF
29
Virtu Financial
New York
$1.8M +$1.8M +63,642 New
BCM
30
Beck Capital Management
Texas
$1.2M -$9.81K -345 -0.8%
CCA
31
Cobblestone Capital Advisors
New York
$1.19M – – –
CP
32
Cinque Partners
California
$1.15M -$344K -12,141 -23%
PP
33
Patten & Patten
Tennessee
$1.02M +$50.9K +1,800 +5%
SWM
34
Strategic Wealth Management
Washington
$937K +$5.52K +195 +0.6%
PCM
35
Princeton Capital Management
New Jersey
$864K +$652K +23,025 +307%
WSCM
36
Wellington Shields Capital Management
New York
$860K +$183K +6,480 +27%
GT
37
Glenmede Trust
Pennsylvania
$845K +$845K +29,880 New
CA
38
Cetera Advisors
Colorado
$732K -$10.7K -381 -1%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$729K -$322K -11,361 -31%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$690K +$690K +24,369 New
VKH
41
Virtu KCG Holdings
New York
$630K +$630K +22,230 New
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$611K -$38.1K -1,350 -6%
EWM
43
Evercore Wealth Management
New York
$594K – – –
BCM
44
Barometer Capital Management
Ontario, Canada
$534K +$534K +18,900 New
HCP
45
Holt Capital Partners
Texas
$477K +$99.8K +3,525 +26%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$471K – – –
NPC
47
National Planning Corporation
California
$464K -$19.2K -675 -4%
SC
48
Scotia Capital
Ontario, Canada
$444K -$53.9K -1,905 -11%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$443K +$168K +5,931 +61%
CS
50
Credit Suisse
Switzerland
$275K -$3.96M -139,608 -94%
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