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iShares US Financial Services ETF
IYG

Overview Fund Activity

82 hedge funds and large institutions have $393M invested in iShares US Financial Services ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
26
Reduced
17
Closed
19
Calls
$3.86M
Puts
$3.18M
Net Calls
+$684K
Net Calls Change
-$519K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$108M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$47.5M
4
Bank of America
4
Bank of America
North Carolina
$41.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.2M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$0
2
MMA
2
Miracle Mile Advisors
California
$375K
3
BHB
3
Bank Hapoalim BM
Israel
$0
4
Jane Street
4
Jane Street
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$1.58M +$25.6K +900 +2%
ACM
27
Aviance Capital Management
Florida
$1.55M +$1.55M +54,429 New
TRCT
28
Tower Research Capital (TRC)
New York
$1.47M +$1.47M +51,699 New
VF
29
Virtu Financial
New York
$1.31M -$99.7K -3,498 -7%
CA
30
Cetera Advisors
Colorado
$1.12M +$3K +105 +0.3%
RJA
31
Raymond James & Associates
Florida
$1.08M -$549K -19,275 -34%
PP
32
Patten & Patten
Tennessee
$1.05M -$25.7K -900 -2%
SC
33
Scotia Capital
Ontario, Canada
$971K +$62.1K +2,175 +7%
CK
34
Carnick & Kubik
Colorado
$924K +$924K +32,445 New
CCA
35
Cobblestone Capital Advisors
New York
$904K – – –
CAN
36
Cetera Advisor Networks
California
$730K +$730K +25,746 New
CLOS
37
Compagnie Lombard Odier SCmA
Switzerland
$669K +$8.56K +300 +1%
HCP
38
Holt Capital Partners
Texas
$664K +$29.9K +1,050 +5%
TFF
39
The Family Firm
Maryland
$658K +$60.8K +2,136 +10%
SG Americas Securities
40
SG Americas Securities
New York
$624K -$1.31M -46,047 -68%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$539K -$21.4K -750 -4%
PFG
42
Pacific Financial Group
Washington
$437K +$437K +15,336 New
TFA
43
Transamerica Financial Advisors
Florida
$431K -$133K -4,674 -24%
EWM
44
Evercore Wealth Management
New York
$427K – – –
MFS
45
MSI Financial Services
Massachusetts
$419K -$4.78K -168 -1%
AIG
46
American International Group
New York
$415K -$706K -24,783 -63%
NFG
47
Noven Financial Group
Colorado
$400K +$400K +14,049 New
SFSIG
48
San Francisco Sentry Investment Group
California
$395K +$5.55K +195 +1%
LPT
49
Legacy Private Trust
Wisconsin
$384K -$654K -22,929 -63%
TH
50
Timber Hill
Connecticut
$383K +$383K +13,458 New
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