IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

71 hedge funds and large institutions have $365M invested in iShares US Financial Services ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
31
Reduced
14
Closed
13
Calls
$817K
Puts
$781K
Net Calls
+$36K
Net Calls Change
-$765K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$31.3M
2
AssetMark Inc
2
AssetMark Inc
California
$13.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.24M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.7M
5
CS
5
Credit Suisse
Switzerland
$3.89M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.52M
3
VF
3
Virtu Financial
New York
$0
4
CP
4
Cinque Partners
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$234K +$234K +7,629 New
EFS
52
Essex Financial Services
Connecticut
$206K +$206K +6,720 New
PG
53
PEAK6 Group
Illinois
$154K +$154K +5,028 New
MCM
54
Manchester Capital Management
Vermont
$102K – – –
SIG
55
Stanford Investment Group
California
$87K +$87K +2,838 New
PAI
56
Pittenger & Anderson Inc
Nebraska
$69K -$46K -1,500 -40%
Citigroup
57
Citigroup
New York
$67K – – –
NES
58
New England Securities
New York
$64K +$4.57K +150 +8%
IPC
59
Independent Portfolio Consultants
Florida
$53K – – –
PMFA
60
Plante Moran Financial Advisors
Michigan
$46K – – –
WA
61
WFG Advisors
Texas
$46K – – –
US Bancorp
62
US Bancorp
Minnesota
$28K – – –
LWA
63
Lenox Wealth Advisors
New York
$22K +$22K +735 New
MAS
64
Madden Advisory Services
Florida
$20K +$20K +651 New
Creative Planning
65
Creative Planning
Kansas
$17K – – –
MFS
66
MSI Financial Services
Massachusetts
$15K – – –
HCC
67
Hirtle Callaghan & Co
Pennsylvania
$13K – – –
BRWM
68
B. Riley Wealth Management
Tennessee
$9K – – –
PG
69
Patten Group
Tennessee
$6K +$6K +180 New
OIA
70
Optimum Investment Advisors
Illinois
$3K – – –
TRCT
71
Tower Research Capital (TRC)
New York
– -$2.15M -74,790 Closed
VF
72
Virtu Financial
New York
– -$1.18M -41,043 Closed
CP
73
Cinque Partners
California
– -$1.16M -40,554 Closed
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
– -$711K -24,768 Closed
EWM
75
Evercore Wealth Management
New York
– -$603K -21,000 Closed
1 2
3
4