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iShares US Financial Services ETF
IYG

Overview Fund Activity

82 hedge funds and large institutions have $393M invested in iShares US Financial Services ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
26
Reduced
17
Closed
19
Calls
$3.86M
Puts
$3.18M
Net Calls
+$684K
Net Calls Change
-$519K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$108M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$47.5M
4
Bank of America
4
Bank of America
North Carolina
$41.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.2M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$0
2
MMA
2
Miracle Mile Advisors
California
$375K
3
BHB
3
Bank Hapoalim BM
Israel
$0
4
Jane Street
4
Jane Street
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$375K -$11.4M -398,940 -97%
Ameriprise
52
Ameriprise
Minnesota
$350K +$27.2K +954 +8%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$340K +$8.38K +294 +3%
FAAS
54
First Allied Advisory Services
California
$327K -$328K -11,430 -50%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$307K -$51.9K -1,824 -14%
SWP
56
Stratos Wealth Partners
Ohio
$307K +$307K +10,788 New
CNB
57
City National Bank
California
$303K +$303K +10,629 New
CIBC World Market
58
CIBC World Market
Ontario, Canada
$289K +$289K +10,149 New
Baird Financial Group
59
Baird Financial Group
Wisconsin
$270K +$270K +9,480 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$257K +$257K +9,003 New
Northern Trust
61
Northern Trust
Illinois
$240K +$240K +8,427 New
Millennium Management
62
Millennium Management
New York
$231K +$231K +8,124 New
GW
63
GW & Wade
Massachusetts
$229K – – –
Stifel Financial
64
Stifel Financial
Missouri
$221K +$221K +7,740 New
PWAP
65
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$214K +$2.23K +78 +1%
CIA
66
Capital Investment Advisors
Georgia
$205K – – –
Citigroup
67
Citigroup
New York
$179K +$127K +4,446 +243%
MCM
68
Manchester Capital Management
Vermont
$95K – – –
IPC
69
Independent Portfolio Consultants
Florida
$65K – – –
PAI
70
Pittenger & Anderson Inc
Nebraska
$64K – – –
PMFA
71
Plante Moran Financial Advisors
Michigan
$43K – – –
HCMT
72
Highland Capital Management (Tennessee)
Tennessee
$31K – – –
EDRH
73
Edmond de Rothschild Holding
Switzerland
$30K – – –
US Bancorp
74
US Bancorp
Minnesota
$26K – – –
WEC
75
Winslow Evans & Crocker
Massachusetts
$22K +$22K +774 New
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