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iShares US Financial Services ETF
IYG

Overview Fund Activity

74 hedge funds and large institutions have $289M invested in iShares US Financial Services ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
26
Reduced
20
Closed
8
Calls
$1.62M
Puts
$818K
Net Calls
+$801K
Net Calls Change
-$710K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$5.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$3.32M
4
CA
4
Cumberland Advisors
Florida
$3.18M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.2M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.3M
4
Bank of America
4
Bank of America
North Carolina
$32.2M
5
AGA
5
Accuvest Global Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWR
51
McAdams Wright Ragen
Washington
$258K +$258K +9,000 New
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$196K – – –
Deutsche Bank
53
Deutsche Bank
Germany
$120K – – –
PAI
54
Pittenger & Anderson Inc
Nebraska
$108K – – –
MCM
55
Manchester Capital Management
Vermont
$96K – – –
Citigroup
56
Citigroup
New York
$63K -$21.6K -753 -26%
NES
57
New England Securities
New York
$56K -$88K -3,063 -61%
AP
58
Advisors Preferred
Maryland
$52.2K +$52.2K +1,821 New
IPC
59
Independent Portfolio Consultants
Florida
$50K +$50K +1,740 New
PMFA
60
Plante Moran Financial Advisors
Michigan
$43K – – –
WA
61
WFG Advisors
Texas
$43K – – –
AIG
62
American International Group
New York
$34.8K -$14K -486 -29%
PAG
63
Private Advisor Group
New Jersey
$32K +$32K +1,119 New
US Bancorp
64
US Bancorp
Minnesota
$26K – – –
OCM
65
One Capital Management
California
$17K +$17K +600 New
Creative Planning
66
Creative Planning
Kansas
$15K +$15K +540 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$14K – – –
MFS
68
MSI Financial Services
Massachusetts
$14K +$4.38K +150 +45%
HCC
69
Hirtle Callaghan & Co
Pennsylvania
$12K – – –
NFG
70
Next Financial Group
Texas
$9K +$9K +300 New
BRWM
71
B. Riley Wealth Management
Tennessee
$8K – – –
SF
72
Synovus Financial
Georgia
$6K – – –
OIA
73
Optimum Investment Advisors
Illinois
$3K – – –
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1K – – –
VKH
75
Virtu KCG Holdings
New York
– -$4.6M -163,551 Closed
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3
4