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iShares US Financial Services ETF
IYG

Overview Fund Activity

68 hedge funds and large institutions have $264M invested in iShares US Financial Services ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
21
Reduced
23
Closed
13
Calls
$885K
Puts
$1.31M
Net Calls
-$420K
Net Calls Change
-$456K

Top Buyers

1
CA
1
Cumberland Advisors
Florida
$6.77M
2
ACM
2
Aviance Capital Management
Florida
$1.75M
3
Jane Street
3
Jane Street
New York
$1.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.7M
5
CS
5
Credit Suisse
Switzerland
$5.05M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$46.1M
3
AssetMark Inc
3
AssetMark Inc
California
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Patten & Patten
Tennessee
$1.13M +$12.5K +420 +1%
SC
27
Scotia Capital
Ontario, Canada
$1.05M +$13.4K +450 +1%
CCA
28
Cobblestone Capital Advisors
New York
$958K – – –
TRCT
29
Tower Research Capital (TRC)
New York
$931K +$931K +31,218 New
CLOS
30
Compagnie Lombard Odier SCmA
Switzerland
$690K +$690K +23,151 New
SG Americas Securities
31
SG Americas Securities
New York
$681K – – –
HCP
32
Holt Capital Partners
Texas
$646K +$112K +3,750 +21%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$606K – – –
M&T Bank
34
M&T Bank
New York
$595K -$15.7K -525 -3%
FAAS
35
First Allied Advisory Services
California
$588K +$155K +5,175 +36%
PG
36
PEAK6 Group
Illinois
$485K +$335K +11,226 +223%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$453K -$530K -17,784 -54%
EWM
38
Evercore Wealth Management
New York
$447K +$447K +15,000 New
TFF
39
The Family Firm
Maryland
$422K -$16K -537 -4%
VKH
40
Virtu KCG Holdings
New York
$364K +$364K +12,192 New
SFSIG
41
San Francisco Sentry Investment Group
California
$344K – – –
Ameriprise
42
Ameriprise
Minnesota
$337K -$14.5K -486 -4%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$297K -$25.3K -849 -8%
NPC
44
National Planning Corporation
California
$288K -$309K -10,098 -52%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$273K -$576K -19,377 -68%
AP
46
Advisors Preferred
Maryland
$263K +$263K +8,832 New
GW
47
GW & Wade
Massachusetts
$239K – – –
CIA
48
Capital Investment Advisors
Georgia
$232K +$4.47K +150 +2%
CNB
49
City National Bank
California
$227K +$227K +7,602 New
MFS
50
MSI Financial Services
Massachusetts
$203K +$189K +6,336 +1,320%
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