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iShares US Financial Services ETF
IYG

Overview Fund Activity

73 hedge funds and large institutions have $256M invested in iShares US Financial Services ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
21
Reduced
24
Closed
5
Calls
$588K
Puts
$1.23M
Net Calls
-$644K
Net Calls Change
+$291K

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$24.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
TRCT
4
Tower Research Capital (TRC)
New York
$4.61M
5
TH
5
Timber Hill
Connecticut
$3.07M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.8M
2
CS
2
Credit Suisse
Switzerland
$1.6M
3
Millennium Management
3
Millennium Management
New York
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
BHB
5
Bank Hapoalim BM
Israel
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$1.6M -$7.26M -248,103 -82%
Barclays
27
Barclays
United Kingdom
$1.23M +$1.23M +42,000 New
TFF
28
The Family Firm
Maryland
$1.13M +$76.8K +2,625 +7%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.13M +$1.13M +38,541 New
IA
30
IFP Advisors
Florida
$1.12M +$61.5K +2,103 +6%
PP
31
Patten & Patten
Tennessee
$1.08M +$8.78K +300 +0.8%
CCA
32
Cobblestone Capital Advisors
New York
$877K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$807K +$402K +13,734 +99%
HCP
34
Holt Capital Partners
Texas
$755K -$61.4K -2,100 -8%
AG
35
Advisor Group
Arizona
$718K -$370K -12,642 -34%
KCM
36
Karp Capital Management
California
$687K -$68.5K -2,340 -9%
CAN
37
Cetera Advisor Networks
California
$667K -$31.4K -1,074 -4%
ANTB
38
AMG National Trust Bank
Colorado
$545K – – –
Walleye Trading
39
Walleye Trading
New York
$528K +$528K +18,057 New
Ameriprise
40
Ameriprise
Minnesota
$514K -$172K -5,868 -25%
SFSIG
41
San Francisco Sentry Investment Group
California
$485K – – –
MFS
42
MSI Financial Services
Massachusetts
$455K -$41.9K -1,431 -8%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$428K – – –
SWP
44
Stratos Wealth Partners
Ohio
$409K +$409K +13,995 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$388K +$20.4K +699 +6%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$338K -$56.4K -1,926 -14%
HCM
47
Hilton Capital Management
New York
$336K – – –
NPC
48
National Planning Corporation
California
$303K +$22.6K +744 +8%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$277K -$93.9K -3,207 -25%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$261K -$274K -9,381 -51%
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