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iShares US Financial Services ETF
IYG

Overview Fund Activity

115 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
49
Reduced
26
Closed
15
Calls
$1.47M
Puts
$3.54M
Net Calls
-$2.06M
Net Calls Change
-$2.07M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$13.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$47.1M
3
UBS Group
3
UBS Group
Switzerland
$22.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$68.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$1.03M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.7M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
26
Gerald L. Ray & Associates
Texas
$4.29M +$60.8K +1,608 +1%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$4.21M +$444K +11,760 +12%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$3.6M +$456K +12,057 +14%
SC
29
Scotia Capital
Ontario, Canada
$3.45M +$310K +8,286 +10%
BCM
30
Beck Capital Management
Texas
$3.27M +$24.1K +654 +0.7%
UCFA
31
United Capital Financial Advisors
Texas
$3.1M -$1.27M -33,549 -29%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$2.48M -$27.2K -720 -1%
Stifel Financial
33
Stifel Financial
Missouri
$2.36M +$586K +15,480 +33%
FTS
34
Fifth Third Securities
Ohio
$2.18M +$1.04M +27,522 +91%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.18M +$150K +3,966 +7%
PAG
36
Private Advisor Group
New Jersey
$1.99M +$243K +6,342 +14%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.91M +$1.03M +27,297 +117%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.87M +$1.87M +49,401 New
Ameriprise
39
Ameriprise
Minnesota
$1.79M -$419K -11,085 -19%
AG
40
Advisor Group
Arizona
$1.63M +$129K +3,411 +9%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.33M -$166K -4,380 -11%
PP
42
Patten & Patten
Tennessee
$1.27M -$35.7K -945 -3%
HCP
43
Holt Capital Partners
Texas
$1.26M +$160K +4,236 +15%
TFF
44
The Family Firm
Maryland
$1.23M -$19.2K -507 -2%
CAN
45
Cetera Advisor Networks
California
$1.21M -$6.58K -174 -0.5%
CI
46
Cavalier Investments
Georgia
$1.21M – – –
BTIS
47
BB&T Investment Services
North Carolina
$1.2M +$1.02M +27,060 +577%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.1M +$89.8K +2,376 +9%
CS
49
Credit Suisse
Switzerland
$1.07M -$2M -52,866 -65%
HIIFS
50
Harel Insurance Investments & Financial Services
Israel
$1.03M -$11.9M -315,000 -92%
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