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iShares US Financial Services ETF
IYG

Overview Fund Activity

70 hedge funds and large institutions have $245M invested in iShares US Financial Services ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
19
Closed
10
Calls
$239K
Puts
$1.17M
Net Calls
-$935K
Net Calls Change
-$75K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$8.22M
2
BHB
Bank Hapoalim BM
Israel
$6.12M
3
Millennium Management
Millennium Management
New York
$5.49M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$9.59M
5
SG Americas Securities
SG Americas Securities
New York
$2.37M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
LPL Financial
LPL Financial
California
$4.37M
3
Bank of America
Bank of America
North Carolina
$33.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.69M
5
ANTB
AMG National Trust Bank
Colorado
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.59M +$604K +22,479 +61%
Jane Street
27
Jane Street
New York
$1.22M -$320K -11,913 -21%
AG
28
Advisor Group
Arizona
$997K +$997K +37,158 New
PP
29
Patten & Patten
Tennessee
$979K -$14.9K -555 -2%
IA
30
IFP Advisors
Florida
$973K +$970K +36,093 +34,374%
TFF
31
The Family Firm
Maryland
$970K +$78.9K +2,937 +9%
CCA
32
Cobblestone Capital Advisors
New York
$806K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$797K -$164K -6,123 -17%
HCP
34
Holt Capital Partners
Texas
$750K +$106K +3,930 +16%
KCM
35
Karp Capital Management
California
$694K -$20K -744 -3%
GWM
36
Geneos Wealth Management
Colorado
$662K +$567K +21,255 +599%
CAN
37
Cetera Advisor Networks
California
$640K -$35.4K -1,320 -5%
CLOS
38
Compagnie Lombard Odier SCmA
Switzerland
$630K – – –
Ameriprise
39
Ameriprise
Minnesota
$630K +$21.1K +783 +3%
ANTB
40
AMG National Trust Bank
Colorado
$500K -$2.14M -79,551 -81%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$492K +$234K +8,706 +91%
MFS
42
MSI Financial Services
Massachusetts
$456K -$38.5K -1,434 -8%
SFSIG
43
San Francisco Sentry Investment Group
California
$446K +$37.1K +1,380 +9%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$393K – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$372K -$49.3K -1,836 -12%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$362K +$17.2K +639 +5%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$340K -$14.7K -549 -4%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$338K +$1.53K +57 +0.5%
NPC
49
National Planning Corporation
California
$258K +$13.8K +492 +6%
GW
50
GW & Wade
Massachusetts
$216K – – –
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