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iShares US Financial Services ETF
IYG

Overview Fund Activity

68 hedge funds and large institutions have $264M invested in iShares US Financial Services ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
21
Reduced
23
Closed
13
Calls
$885K
Puts
$1.31M
Net Calls
-$420K
Net Calls Change
-$456K

Top Buyers

1
CA
1
Cumberland Advisors
Florida
$6.77M
2
ACM
2
Aviance Capital Management
Florida
$1.75M
3
Jane Street
3
Jane Street
New York
$1.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.7M
5
CS
5
Credit Suisse
Switzerland
$5.05M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$46.1M
3
AssetMark Inc
3
AssetMark Inc
California
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
51
Essex Financial Services
Connecticut
$200K – – –
BHB
52
Bank Hapoalim BM
Israel
$198K -$4.63M -217,320 -96%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$154K -$336K -11,286 -69%
FANJ
54
Financial Architects (New Jersey)
New Jersey
$134K +$134K +4,500 New
MCM
55
Manchester Capital Management
Vermont
$99K – – –
SIG
56
Stanford Investment Group
California
$85K +$269 +9 +0.3%
IPC
57
Independent Portfolio Consultants
Florida
$68K +$16.1K +540 +31%
PAI
58
Pittenger & Anderson Inc
Nebraska
$67K – – –
Citigroup
59
Citigroup
New York
$48K -$17.9K -597 -27%
PMFA
60
Plante Moran Financial Advisors
Michigan
$45K – – –
WA
61
WFG Advisors
Texas
$45K – – –
AIG
62
American International Group
New York
$36.2K -$990K -33,204 -96%
US Bancorp
63
US Bancorp
Minnesota
$27K – – –
BRWM
64
B. Riley Wealth Management
Tennessee
$7K -$1.99K -69 -22%
CCS
65
Crosspoint Capital Strategies
California
$4K +$4K +150 New
OIA
66
Optimum Investment Advisors
Illinois
$3K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +75 New
BFA
68
Beaumont Financial Advisors
Massachusetts
– -$31.3M -1,021,032 Closed
AssetMark Inc
69
AssetMark Inc
California
– -$13.7M -448,776 Closed
RJFSA
70
Raymond James Financial Services Advisors
Florida
– -$8.65M -282,588 Closed
SFI
71
SPC Financial Inc
Maryland
– -$8.55M -279,288 Closed
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
– -$5.24M -171,327 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
– -$3.52M -114,915 Closed
CIBC World Market
74
CIBC World Market
Ontario, Canada
– -$789K -25,761 Closed
SWM
75
Strategic Wealth Management
Washington
– -$781K -25,518 Closed
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