IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

78 hedge funds and large institutions have $343M invested in iShares US Financial Services ETF in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
30
Reduced
10
Closed
11
Calls
$3.7M
Puts
$2.5M
Net Calls
+$1.2M
Net Calls Change
+$1.62M

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$34.5M
2
MMA
2
Miracle Mile Advisors
California
$12.9M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$9.53M
4
BHB
4
Bank Hapoalim BM
Israel
$9M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.41M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$37.3M
3
CS
3
Credit Suisse
Switzerland
$0
4
ACM
4
Aviance Capital Management
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$365K +$52.7K +1,680 +17%
Ameriprise
52
Ameriprise
Minnesota
$355K +$1.22K +39 +0.3%
AP
53
Advisors Preferred
Maryland
$318K +$41.6K +1,329 +15%
NPC
54
National Planning Corporation
California
$301K – – –
EFS
55
Essex Financial Services
Connecticut
$290K +$79.1K +2,520 +38%
GW
56
GW & Wade
Massachusetts
$251K – – –
PWAP
57
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$232K +$232K +7,416 New
CIA
58
Capital Investment Advisors
Georgia
$225K -$18.8K -600 -8%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$142K -$20.3K -648 -13%
FANJ
60
Financial Architects (New Jersey)
New Jersey
$141K – – –
MCM
61
Manchester Capital Management
Vermont
$105K – – –
IPC
62
Independent Portfolio Consultants
Florida
$71K – – –
PAI
63
Pittenger & Anderson Inc
Nebraska
$71K – – –
Citigroup
64
Citigroup
New York
$57K +$7.02K +225 +14%
PMFA
65
Plante Moran Financial Advisors
Michigan
$47K – – –
WA
66
WFG Advisors
Texas
$47K – – –
PSC
67
Prentiss Smith & Co
Vermont
$41K +$41K +1,320 New
HCMT
68
Highland Capital Management (Tennessee)
Tennessee
$34K +$34K +1,095 New
EDRH
69
Edmond de Rothschild Holding
Switzerland
$33K +$33K +1,056 New
US Bancorp
70
US Bancorp
Minnesota
$28K – – –
MAS
71
Madden Advisory Services
Florida
$20K +$20K +651 New
BCM
72
Brookstone Capital Management
Illinois
$9K +$9K +285 New
AssetMark Inc
73
AssetMark Inc
California
$8K +$8K +255 New
BRWM
74
B. Riley Wealth Management
Tennessee
$7K – – –
PG
75
Patten Group
Tennessee
$5.64K +$5.64K +180 New
1 2
3
4