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iShares US Financial Services ETF
IYG

Overview Fund Activity

71 hedge funds and large institutions have $365M invested in iShares US Financial Services ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
31
Reduced
14
Closed
13
Calls
$817K
Puts
$781K
Net Calls
+$36K
Net Calls Change
-$765K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$31.3M
2
AssetMark Inc
2
AssetMark Inc
California
$13.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.24M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.7M
5
CS
5
Credit Suisse
Switzerland
$3.89M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.52M
3
VF
3
Virtu Financial
New York
$0
4
CP
4
Cinque Partners
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.61M +$1.87M +61,236 +255%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$2.33M -$14.6K -477 -0.6%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$1.66M -$16.5K -540 -1%
BCM
29
Beck Capital Management
Texas
$1.28M +$10.6K +345 +0.8%
PP
30
Patten & Patten
Tennessee
$1.14M +$73K +2,385 +7%
CA
31
Cetera Advisors
Colorado
$1.08M +$123K +4,050 +13%
SC
32
Scotia Capital
Ontario, Canada
$1.07M +$119K +3,900 +13%
AIG
33
American International Group
New York
$1.05M +$1.02M +33,204 +2,740%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.01M +$608K +19,863 +151%
CCA
35
Cobblestone Capital Advisors
New York
$983K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$874K -$540K -17,652 -38%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$789K -$77.8K -2,541 -9%
SWM
38
Strategic Wealth Management
Washington
$781K -$67K -2,190 -8%
SG Americas Securities
39
SG Americas Securities
New York
$699K -$514K -16,800 -42%
M&T Bank
40
M&T Bank
New York
$626K -$643 -21 -0.1%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$622K +$3.21K +105 +0.5%
NPC
42
National Planning Corporation
California
$573K – – –
HCP
43
Holt Capital Partners
Texas
$548K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$504K +$489K +15,963 +3,186%
FAAS
45
First Allied Advisory Services
California
$450K +$140K +4,500 +45%
TFF
46
The Family Firm
Maryland
$449K +$449K +14,676 New
Ameriprise
47
Ameriprise
Minnesota
$361K +$41.5K +1,356 +13%
SFSIG
48
San Francisco Sentry Investment Group
California
$353K +$27.5K +900 +8%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$331K -$6.06K -198 -2%
GW
50
GW & Wade
Massachusetts
$246K +$246K +8,025 New
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