IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

69 hedge funds and large institutions have $269M invested in iShares US Financial Services ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
6
Increased
23
Reduced
29
Closed
9
Calls
$1.97M
Puts
$456K
Net Calls
+$1.51M
Net Calls Change
+$1.31M

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$4.6M
2
CS
2
Credit Suisse
Switzerland
$3.69M
3
Bank of America
3
Bank of America
North Carolina
$34.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$37.3M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$18.2M
2
LPL Financial
2
LPL Financial
California
$3.89M
3
QA
3
Quantitative Advantage
Minnesota
$0
4
U
4
UBS
Switzerland
$8.25M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$118K +$16.9K +600 +17%
PAI
52
Pittenger & Anderson Inc
Nebraska
$106K +$106K +3,750 New
MCM
53
Manchester Capital Management
Vermont
$94K – – –
Citigroup
54
Citigroup
New York
$83K -$127K -4,512 -60%
Ameriprise
55
Ameriprise
Minnesota
$64K -$10.1K -357 -14%
AIG
56
American International Group
New York
$47.8K +$13.7K +486 +40%
PMFA
57
Plante Moran Financial Advisors
Michigan
$42K – – –
WA
58
WFG Advisors
Texas
$42K – – –
US Bancorp
59
US Bancorp
Minnesota
$25K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$25K +$15.3K +540 +158%
PAS
61
Partnervest Advisory Services
California
$21K – – –
NCM
62
Nelson Capital Management
California
$15K +$15K +531 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$14K – – –
HCC
64
Hirtle Callaghan & Co
Pennsylvania
$12K – – –
MFS
65
MSI Financial Services
Massachusetts
$9K -$1.23K -45 -12%
BRWM
66
B. Riley Wealth Management
Tennessee
$8K – – –
SF
67
Synovus Financial
Georgia
$6K +$2.09K +72 +53%
OIA
68
Optimum Investment Advisors
Illinois
$3K +$3K +105 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$1K -$1.84M -82,611 -100%
QA
70
Quantitative Advantage
Minnesota
– -$12.4M -439,905 Closed
RJA
71
Raymond James & Associates
Florida
– -$3.52M -124,260 Closed
WSCM
72
Wellington Shields Capital Management
New York
– -$860K -30,390 Closed
GT
73
Glenmede Trust
Pennsylvania
– -$845K -29,880 Closed
BCM
74
Barometer Capital Management
Ontario, Canada
– -$534K -18,900 Closed
CIA
75
Capital Investment Advisors
Georgia
– -$251K -8,859 Closed
1 2
3
4