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iShares US Financial Services ETF
IYG

Overview Fund Activity

68 hedge funds and large institutions have $332M invested in iShares US Financial Services ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
25
Reduced
15
Closed
12
Calls
$394K
Puts
$679K
Net Calls
-$285K
Net Calls Change
-$63K

Top Buyers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$47.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$37.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.4M
5
U
5
UBS
Switzerland
$11.9M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.95M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.93M
4
FMP
4
Financial Management Professionals
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$79K 939 -521 -36%
SFSIG
52
San Francisco Sentry Investment Group
California
$55K 660 +660 New
Invesco
53
Invesco
Georgia
$50K 600 – –
PFA
54
Paradigm Financial Advisors
Missouri
$48K 570 +570 New
PMFA
55
Plante Moran Financial Advisors
Michigan
$42K 500 – –
WA
56
WFG Advisors
Texas
$42K 500 – –
AIG
57
American International Group
New York
$33.8K 404 +200 +98%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$33K 400 – –
US Bancorp
59
US Bancorp
Minnesota
$25K 300 – –
PAS
60
Partnervest Advisory Services
California
$21K 250 – –
SHWM
61
Smith & Howard Wealth Management
Georgia
$20K 235 – –
V
62
Veritable
Delaware
$19K 230 +230 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$14K 167 -3,931 -96%
HCC
64
Hirtle Callaghan & Co
Pennsylvania
$12K 140 – –
MFS
65
MSI Financial Services
Massachusetts
$10K 115 -55 -32%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$10K 114 – –
SF
67
Synovus Financial
Georgia
$4K 45 – –
ASN
68
Advisory Services Network
Georgia
$3K 40 +40 New
BFA
69
Beaumont Financial Advisors
Massachusetts
– – -315,002 Closed
FMP
70
Financial Management Professionals
Texas
– – -45,668 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– – -27,477 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
72
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -20,160 Closed
FIG
73
FundX Investment Group
California
– – -10,606 Closed
FAAS
74
First Allied Advisory Services
California
– – -8,125 Closed
VKH
75
Virtu KCG Holdings
New York
– – -7,001 Closed
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