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iShares US Financial Services ETF
IYG

Overview Fund Activity

72 hedge funds and large institutions have $357M invested in iShares US Financial Services ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
29
Reduced
16
Closed
8
Calls
$841K
Puts
$637K
Net Calls
+$204K
Net Calls Change
+$489K

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$8.37M
2
AGA
2
Accuvest Global Advisors
Utah
$4.91M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.86M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$3.68M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$51.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.85M
2
Bank of America
2
Bank of America
North Carolina
$32.6M
3
CS
3
Credit Suisse
Switzerland
$275K
4
Morgan Stanley
4
Morgan Stanley
New York
$62M
5
AP
5
Advisors Preferred
Maryland
$80.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$251K -$34.4K -1,215 -12%
SFSIG
52
San Francisco Sentry Investment Group
California
$247K +$191K +6,744 +341%
Citigroup
53
Citigroup
New York
$211K +$131K +4,647 +165%
NES
54
New England Securities
New York
$204K -$28K -987 -12%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$193K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$132K +$98K +3,456 +288%
Deutsche Bank
57
Deutsche Bank
Germany
$101K – – –
MCM
58
Manchester Capital Management
Vermont
$95K – – –
AP
59
Advisors Preferred
Maryland
$80.8K -$2.27M -80,334 -97%
Ameriprise
60
Ameriprise
Minnesota
$74K -$12.5K -444 -14%
PMFA
61
Plante Moran Financial Advisors
Michigan
$42K – – –
WA
62
WFG Advisors
Texas
$42K – – –
AIG
63
American International Group
New York
$34.3K – – –
US Bancorp
64
US Bancorp
Minnesota
$25K – – –
PAS
65
Partnervest Advisory Services
California
$21K – – –
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$14K – – –
HCC
67
Hirtle Callaghan & Co
Pennsylvania
$12K – – –
MFS
68
MSI Financial Services
Massachusetts
$11K +$880 +30 +9%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$10K – – –
BRWM
70
B. Riley Wealth Management
Tennessee
$9K +$9K +312 New
PP
71
Palladium Partners
Virginia
$8K +$8K +300 New
SF
72
Synovus Financial
Georgia
$4K – – –
SCM
73
Summit Capital Management
Washington
– -$1.94M -69,525 Closed
DS
74
DRW Securities
Illinois
– -$1.58M -56,736 Closed
TH
75
Timber Hill
Connecticut
– -$251K -8,997 Closed
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