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iShares US Financial Services ETF
IYG

Overview Fund Activity

78 hedge funds and large institutions have $343M invested in iShares US Financial Services ETF in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
30
Reduced
10
Closed
11
Calls
$3.7M
Puts
$2.5M
Net Calls
+$1.2M
Net Calls Change
+$1.62M

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$34.5M
2
MMA
2
Miracle Mile Advisors
California
$12.9M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$9.53M
4
BHB
4
Bank Hapoalim BM
Israel
$9M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.41M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$37.3M
3
CS
3
Credit Suisse
Switzerland
$0
4
ACM
4
Aviance Capital Management
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$2.13M +$1.41M +45,105 +197%
RJA
27
Raymond James & Associates
Florida
$1.79M +$1.79M +57,231 New
BCM
28
Barometer Capital Management
Ontario, Canada
$1.76M +$1.76M +56,100 New
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.71M +$2.26K +72 +0.1%
VF
30
Virtu Financial
New York
$1.55M +$1.55M +49,338 New
BCM
31
Beck Capital Management
Texas
$1.24M -$12.1K -387 -1%
AIG
32
American International Group
New York
$1.23M +$1.19M +38,130 +3,146%
CA
33
Cetera Advisors
Colorado
$1.22M +$17.7K +570 +1%
PP
34
Patten & Patten
Tennessee
$1.18M – – –
LPT
35
Legacy Private Trust
Wisconsin
$1.14M -$96K -3,063 -8%
SB
36
Suntrust Banks
Georgia
$1.13M +$1.13M +36,069 New
Franklin Resources
37
Franklin Resources
California
$1M +$1M +31,962 New
CCA
38
Cobblestone Capital Advisors
New York
$994K -$13K -414 -1%
SC
39
Scotia Capital
Ontario, Canada
$989K -$106K -3,417 -10%
SWM
40
Strategic Wealth Management
Washington
$764K +$764K +24,366 New
CLOS
41
Compagnie Lombard Odier SCmA
Switzerland
$725K – – –
FAAS
42
First Allied Advisory Services
California
$715K +$99.3K +3,171 +16%
HCP
43
Holt Capital Partners
Texas
$697K +$18.1K +579 +3%
TFF
44
The Family Firm
Maryland
$657K +$214K +6,834 +48%
TFA
45
Transamerica Financial Advisors
Florida
$621K +$621K +19,791 New
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$616K -$20.7K -660 -3%
EWM
47
Evercore Wealth Management
New York
$470K – – –
MFS
48
MSI Financial Services
Massachusetts
$467K +$253K +8,073 +118%
SFSIG
49
San Francisco Sentry Investment Group
California
$428K +$66.7K +2,130 +18%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$395K -$81K -2,586 -17%
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