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iShares US Financial Services ETF
IYG

Overview Fund Activity

69 hedge funds and large institutions have $269M invested in iShares US Financial Services ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
6
Increased
23
Reduced
29
Closed
9
Calls
$1.97M
Puts
$456K
Net Calls
+$1.51M
Net Calls Change
+$1.31M

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$4.6M
2
CS
2
Credit Suisse
Switzerland
$3.69M
3
Bank of America
3
Bank of America
North Carolina
$34.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$37.3M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$18.2M
2
LPL Financial
2
LPL Financial
California
$3.89M
3
QA
3
Quantitative Advantage
Minnesota
$0
4
U
4
UBS
Switzerland
$8.25M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
26
Accuvest Global Advisors
Utah
$1.39M -$3.49M -124,095 -71%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.3M +$1.3M +46,326 New
BCM
28
Beck Capital Management
Texas
$1.12M -$68.4K -2,430 -6%
CCA
29
Cobblestone Capital Advisors
New York
$1.08M -$101K -3,600 -9%
PP
30
Patten & Patten
Tennessee
$1.02M +$2.11K +75 +0.2%
SWM
31
Strategic Wealth Management
Washington
$932K – – –
CP
32
Cinque Partners
California
$923K -$219K -7,764 -19%
CA
33
Cetera Advisors
Colorado
$767K +$37.1K +1,320 +5%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$708K -$16.6K -591 -2%
PG
35
PEAK6 Group
Illinois
$689K +$689K +24,492 New
SC
36
Scotia Capital
Ontario, Canada
$604K +$162K +5,760 +37%
EWM
37
Evercore Wealth Management
New York
$591K – – –
CIBC World Market
38
CIBC World Market
Ontario, Canada
$589K -$97.3K -3,456 -14%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$573K -$36.8K -1,308 -6%
NPC
40
National Planning Corporation
California
$549K +$90.9K +3,231 +20%
VF
41
Virtu Financial
New York
$543K -$1.25M -44,352 -70%
HCP
42
Holt Capital Partners
Texas
$487K +$13.1K +465 +3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$417K -$23.2K -825 -5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$402K -$66.6K -2,367 -14%
TH
45
Timber Hill
Connecticut
$333K +$333K +11,838 New
PCM
46
Princeton Capital Management
New Jersey
$327K -$532K -18,900 -62%
SFSIG
47
San Francisco Sentry Investment Group
California
$282K +$36.3K +1,290 +15%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$192K – – –
NES
49
New England Securities
New York
$141K -$61.4K -2,184 -30%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$126K -$4.72K -168 -4%
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