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iShares US Financial Services ETF
IYG

Overview Fund Activity

111 hedge funds and large institutions have $866M invested in iShares US Financial Services ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
49
Reduced
25
Closed
13
Calls
$1.73M
Puts
$2.89M
Net Calls
-$1.16M
Net Calls Change
+$901K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$61.5M
2
Bank of America
2
Bank of America
North Carolina
$97.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$76.5M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$14.4M
5
RJA
5
Raymond James & Associates
Florida
$48.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$65.7M
2
TH
2
Timber Hill
Connecticut
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.68M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.3M
5
AG
5
Advisor Group
Arizona
$361K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$5.02M +$1.21M +30,333 +32%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$4.6M +$144K +3,603 +3%
GLRA
28
Gerald L. Ray & Associates
Texas
$4.59M +$51.3K +1,284 +1%
BTIS
29
BB&T Investment Services
North Carolina
$4.29M +$3.02M +75,522 +238%
SC
30
Scotia Capital
Ontario, Canada
$3.77M +$87.1K +2,181 +2%
BCM
31
Beck Capital Management
Texas
$3.66M +$125K +3,129 +4%
UCFA
32
United Capital Financial Advisors
Texas
$3.22M -$62.9K -1,575 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.89M +$1.49M +37,170 +106%
Stifel Financial
34
Stifel Financial
Missouri
$2.7M +$210K +5,250 +8%
PAG
35
Private Advisor Group
New Jersey
$2.7M +$600K +14,805 +29%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.65M +$34.9K +873 +1%
CS
37
Credit Suisse
Switzerland
$2.53M +$1.4M +35,079 +124%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$2.42M +$403K +10,080 +20%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.36M +$58.7K +1,470 +3%
TSS
40
Two Sigma Securities
New York
$2.24M +$2.24M +56,064 New
FTS
41
Fifth Third Securities
Ohio
$2.13M -$181K -4,542 -8%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.88M -$90.6K -2,268 -5%
Ameriprise
43
Ameriprise
Minnesota
$1.85M -$43.9K -1,098 -2%
AI
44
Atria Investments
North Carolina
$1.75M +$1.75M +43,734 New
HCP
45
Holt Capital Partners
Texas
$1.56M +$226K +5,649 +17%
PP
46
Patten & Patten
Tennessee
$1.34M – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.32M +$1.08M +27,048 +447%
TFF
48
The Family Firm
Maryland
$1.3M +$3.24K +81 +0.2%
CAN
49
Cetera Advisor Networks
California
$1.25M -$31.4K -789 -2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.23M +$63.9K +1,599 +5%
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