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iShares US Financial Services ETF
IYG

Overview Fund Activity

115 hedge funds and large institutions have $630M invested in iShares US Financial Services ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
53
Reduced
23
Closed
7
Calls
$2.23M
Puts
$2.22M
Net Calls
+$10K
Net Calls Change
+$233K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$110M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$41.4M
3
RJA
3
Raymond James & Associates
Florida
$36.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.7M
5
BTS
5
BB&T Securities
Virginia
$6.93M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$12.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$30.9M
3
UCFA
3
United Capital Financial Advisors
Texas
$4.21M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.95M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
26
Gerald L. Ray & Associates
Texas
$4.07M +$96.5K +2,655 +2%
WA
27
WestEnd Advisors
North Carolina
$4.01M +$4.01M +110,382 New
TH
28
Timber Hill
Connecticut
$3.74M -$1.39M -38,094 -27%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$3.63M +$744K +20,457 +26%
BCM
30
Beck Capital Management
Texas
$3.2M +$84K +2,310 +3%
SC
31
Scotia Capital
Ontario, Canada
$3.06M +$482K +13,251 +19%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$3.03M +$586K +16,107 +24%
CS
33
Credit Suisse
Switzerland
$2.95M +$1.54M +42,207 +109%
BFA
34
Beaumont Financial Advisors
Massachusetts
$2.75M +$2.75M +75,651 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2.41M +$17.9K +492 +0.7%
Ameriprise
36
Ameriprise
Minnesota
$2.13M -$654K -17,982 -24%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$2.11M +$1.66M +45,630 +371%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.95M +$1.07M +29,367 +121%
AI
39
Atria Investments
North Carolina
$1.95M +$27.6K +759 +1%
TRCT
40
Tower Research Capital (TRC)
New York
$1.71M -$1.51M -41,466 -47%
Stifel Financial
41
Stifel Financial
Missouri
$1.7M +$813K +22,377 +92%
PAG
42
Private Advisor Group
New Jersey
$1.63M +$1.41M +39,174 +619%
IA
43
IFP Advisors
Florida
$1.51M -$72.3K -1,989 -5%
AG
44
Advisor Group
Arizona
$1.45M +$500K +13,758 +53%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.44M +$208K +5,727 +17%
CCT
46
Country Club Trust
Missouri
$1.32M +$1.32M +36,201 New
PP
47
Patten & Patten
Tennessee
$1.25M -$57.8K -1,590 -4%
CI
48
Cavalier Investments
Georgia
$1.21M +$1.21M +33,153 New
TFF
49
The Family Firm
Maryland
$1.2M -$228K -6,258 -16%
CAN
50
Cetera Advisor Networks
California
$1.17M +$110K +3,021 +10%
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