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iShares US Financial Services ETF
IYG

Overview Fund Activity

66 hedge funds and large institutions have $306M invested in iShares US Financial Services ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
10
Increased
30
Reduced
12
Closed
6
Calls
$378K
Puts
$600K
Net Calls
-$222K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.2M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$23.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$25.1M
5
HF
5
Hoxton Financial
West Virginia
$6.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26.9M
2
Rafferty Asset Management
2
Rafferty Asset Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.04M
4
CP
4
Cinque Partners
California
$0
5
QA
5
Quantitative Advantage
Minnesota
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
Manchester Capital Management
Vermont
$83K – – –
Invesco
52
Invesco
Georgia
$44K – – –
Ameriprise
53
Ameriprise
Minnesota
$37K -$2.88K -117 -7%
PMFA
54
Plante Moran Financial Advisors
Michigan
$37K – – –
WA
55
WFG Advisors
Texas
$37K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$30K +$18.8K +750 +167%
US Bancorp
57
US Bancorp
Minnesota
$22K – – –
PAS
58
Partnervest Advisory Services
California
$19K – – –
SHWM
59
Smith & Howard Wealth Management
Georgia
$17K +$17K +705 New
AIG
60
American International Group
New York
$15.1K +$14.8K +600 +5,000%
PP
61
Palladium Partners
Virginia
$15K – – –
AFC
62
AFT Forsyth & Company
Florida
$14K – – –
MFS
63
MSI Financial Services
Massachusetts
$13K +$3.82K +150 +42%
HCC
64
Hirtle Callaghan & Co
Pennsylvania
$10K +$10K +420 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$8K – – –
SF
66
Synovus Financial
Georgia
$3K – – –
Rafferty Asset Management
67
Rafferty Asset Management
New York
– -$6.68M -279,132 Closed
CP
68
Cinque Partners
California
– -$3.84M -160,914 Closed
SI
69
SII Investments
Wisconsin
– -$937K -39,291 Closed
Bank of New York Mellon
70
Bank of New York Mellon
New York
– -$266K -11,148 Closed
MA
71
Montag & Associates
Georgia
– -$221K -9,285 Closed
DWA
72
Dorsey Wright & Associates
California
– -$42K -1,767 Closed
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