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iShares US Financial Services ETF
IYG

Overview Fund Activity

72 hedge funds and large institutions have $248M invested in iShares US Financial Services ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
36
Closed
19
Calls
–
Puts
$860K
Net Calls
-$860K
Net Calls Change
-$1.76M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$52.1M
2
VF
2
Virtu Financial
New York
$4.84M
3
CS
3
Credit Suisse
Switzerland
$6.53M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.45M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.03M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$23K
2
PAG
2
Pinnacle Advisory Group
Maryland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$32.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.5M
5
Wells Fargo
5
Wells Fargo
California
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$1.09M +$165K +6,090 +18%
CK
27
Carnick & Kubik
Colorado
$1.01M +$45.3K +1,674 +5%
PP
28
Patten & Patten
Tennessee
$1M -$12.2K -450 -1%
RJA
29
Raymond James & Associates
Florida
$989K -$21.3K -789 -2%
TRCT
30
Tower Research Capital (TRC)
New York
$968K -$1.17M -43,428 -55%
TFF
31
The Family Firm
Maryland
$897K +$234K +8,643 +35%
CCA
32
Cobblestone Capital Advisors
New York
$811K – – –
AIG
33
American International Group
New York
$732K -$413K -15,285 -36%
KCM
34
Karp Capital Management
California
$718K -$229K -8,484 -24%
CAN
35
Cetera Advisor Networks
California
$679K -$42.2K -1,566 -6%
HCP
36
Holt Capital Partners
Texas
$649K +$73.4K +2,715 +13%
CLOS
37
Compagnie Lombard Odier SCmA
Switzerland
$634K – – –
Ameriprise
38
Ameriprise
Minnesota
$613K -$36.7K -1,356 -6%
MFS
39
MSI Financial Services
Massachusetts
$498K -$10.1K -372 -2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$424K +$424K +15,690 New
SFSIG
41
San Francisco Sentry Investment Group
California
$411K +$21.1K +780 +5%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$396K -$30.1K -1,110 -7%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$357K -$886K -32,805 -71%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$347K -$11.3K -417 -3%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$339K +$20.1K +741 +6%
SWP
46
Stratos Wealth Partners
Ohio
$333K -$19.3K -714 -5%
CWM
47
Concert Wealth Management
California
$303K -$8.03K -300 -3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$260K -$24.4K -900 -9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$243K -$68.3K -2,526 -22%
NPC
50
National Planning Corporation
California
$243K -$61.1K -2,193 -20%
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