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iShares US Financial Services ETF
IYG

Overview Fund Activity

74 hedge funds and large institutions have $289M invested in iShares US Financial Services ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
26
Reduced
20
Closed
8
Calls
$1.62M
Puts
$818K
Net Calls
+$801K
Net Calls Change
-$710K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$5.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$3.32M
4
CA
4
Cumberland Advisors
Florida
$3.18M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.2M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.3M
4
Bank of America
4
Bank of America
North Carolina
$32.2M
5
AGA
5
Accuvest Global Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$1.57M -$237K -8,265 -13%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.33M -$3.44K -120 -0.3%
VF
28
Virtu Financial
New York
$1.18M +$624K +21,753 +113%
CP
29
Cinque Partners
California
$1.16M +$223K +7,764 +24%
BCM
30
Beck Capital Management
Texas
$1.16M +$45.2K +1,611 +4%
SG Americas Securities
31
SG Americas Securities
New York
$1.14M -$1.29M -44,772 -53%
PP
32
Patten & Patten
Tennessee
$1M -$32.3K -1,125 -3%
CCA
33
Cobblestone Capital Advisors
New York
$922K -$178K -6,186 -16%
CA
34
Cetera Advisors
Colorado
$899K +$115K +4,020 +15%
SC
35
Scotia Capital
Ontario, Canada
$887K +$271K +9,450 +44%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$812K +$212K +7,389 +35%
SWM
37
Strategic Wealth Management
Washington
$795K -$155K -5,412 -16%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$711K -$11.3K -393 -2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$689K +$560K +19,509 +435%
EWM
40
Evercore Wealth Management
New York
$603K – – –
M&T Bank
41
M&T Bank
New York
$588K +$588K +20,478 New
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$580K -$4.3K -150 -0.7%
NPC
43
National Planning Corporation
California
$562K – – –
HCP
44
Holt Capital Partners
Texas
$514K +$17.2K +600 +3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$377K -$33.5K -1,167 -8%
TH
46
Timber Hill
Connecticut
$317K -$23K -801 -7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$316K -$109K -3,813 -26%
SFSIG
48
San Francisco Sentry Investment Group
California
$306K +$18.1K +630 +6%
Ameriprise
49
Ameriprise
Minnesota
$300K +$235K +8,163 +359%
FAAS
50
First Allied Advisory Services
California
$289K +$289K +9,990 New
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