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iShares US Financial Services ETF
IYG

Overview Fund Activity

72 hedge funds and large institutions have $248M invested in iShares US Financial Services ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
36
Closed
19
Calls
–
Puts
$860K
Net Calls
-$860K
Net Calls Change
-$1.76M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$52.1M
2
VF
2
Virtu Financial
New York
$4.84M
3
CS
3
Credit Suisse
Switzerland
$6.53M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.45M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.03M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$23K
2
PAG
2
Pinnacle Advisory Group
Maryland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$32.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.5M
5
Wells Fargo
5
Wells Fargo
California
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$218K – – –
GW
52
GW & Wade
Massachusetts
$217K – – –
SG Americas Securities
53
SG Americas Securities
New York
$162K – – –
FANJ
54
Financial Architects (New Jersey)
New Jersey
$122K +$122K +4,500 New
GWM
55
Geneos Wealth Management
Colorado
$96K +$96K +3,546 New
MCM
56
Manchester Capital Management
Vermont
$90K – – –
EWM
57
Evercore Wealth Management
New York
$81K -$324K -12,000 -80%
CFA
58
Carroll Financial Associates
North Carolina
$70K +$70K +2,625 New
US Bancorp
59
US Bancorp
Minnesota
$66K +$41.9K +1,560 +173%
PAI
60
Pittenger & Anderson Inc
Nebraska
$61K -$4.07K -150 -6%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$45K +$45K +1,650 New
MWM
62
MinichMacGregor Wealth Management
New York
$43K +$8.36K +309 +24%
PMFA
63
Plante Moran Financial Advisors
Michigan
$41K – – –
TFA
64
Transamerica Financial Advisors
Florida
$32K -$384K -14,172 -92%
Citigroup
65
Citigroup
New York
$29K -$206K -7,575 -88%
AssetMark Inc
66
AssetMark Inc
California
$23K -$66.6M -2,442,738 -100%
EDRH
67
Edmond de Rothschild Holding
Switzerland
$12K -$17.3K -624 -59%
CG
68
Cutler Group
California
$8K +$8K +300 New
PG
69
Patten Group
Tennessee
$4.87K – – –
IA
70
IFP Advisors
Florida
$4K -$1.41M -37,053 -100%
MFT
71
Moisand Fitzgerald Tamayo
Florida
$3K – – –
PAG
72
Pinnacle Advisory Group
Maryland
– -$25M -834,672 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
– -$8.02M -267,291 Closed
TPWA
74
TRUE Private Wealth Advisors
Oregon
– -$6.1M -203,445 Closed
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– -$3.92M -130,554 Closed
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