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iShares US Financial Services ETF
IYG

Overview Fund Activity

140 hedge funds and large institutions have $961M invested in iShares US Financial Services ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+29
Holders Change %
+26.13%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
40
Reduced
33
Closed
6
Calls
$1.02M
Puts
$4.15M
Net Calls
-$3.13M
Net Calls Change
-$1.97M

Top Buyers

1
AP
Advisors Preferred
Maryland
$18M
2
RJA
Raymond James & Associates
Florida
$62.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.48M
4
TSS
Two Sigma Securities
New York
$6.86M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$87.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$4.48M
2
Bank of America
Bank of America
North Carolina
$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$337K
4
RTS
Round Table Services
New Jersey
$1.21M
5
LPL Financial
LPL Financial
California
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$5.73M +$2.98M +68,526 +108%
WIA
27
Wealthstreet Investment Advisors
Texas
$5.01M +$5.01M +115,278 New
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$4.91M -$98.9K -2,274 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.65M +$1.5M +34,545 +48%
AssetMark Inc
30
AssetMark Inc
California
$4.48M -$62.4M -1,435,749 -93%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$4.48M +$4.48M +102,936 New
BCM
32
Beck Capital Management
Texas
$4.07M +$86.9K +1,998 +2%
SC
33
Scotia Capital
Ontario, Canada
$3.95M -$118K -2,733 -3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.93M +$1.29M +29,742 +49%
CA
35
Cetera Advisors
Colorado
$3.81M +$3.81M +87,687 New
QAM
36
Q3 Asset Management
Michigan
$3.54M +$3.54M +81,471 New
UCFA
37
United Capital Financial Advisors
Texas
$3.35M -$179K -4,083 -5%
Stifel Financial
38
Stifel Financial
Missouri
$3.16M +$223K +5,121 +8%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.86M -$26.6K -612 -0.9%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.59M +$16K +369 +0.6%
TRCT
41
Tower Research Capital (TRC)
New York
$2.34M +$2.34M +53,799 New
Ameriprise
42
Ameriprise
Minnesota
$2.31M +$305K +7,041 +15%
SB
43
Suntrust Banks
Georgia
$2.16M -$4.11M -94,452 -66%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M -$52.6K -1,209 -3%
FTS
45
Fifth Third Securities
Ohio
$1.85M -$462K -10,635 -20%
HCP
46
Holt Capital Partners
Texas
$1.73M +$37.8K +870 +2%
AI
47
Atria Investments
North Carolina
$1.69M -$216K -4,962 -11%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.56M +$119K +2,745 +8%
CAN
49
Cetera Advisor Networks
California
$1.53M +$171K +3,930 +13%
PP
50
Patten & Patten
Tennessee
$1.46M – – –
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