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iShares US Financial Services ETF
IYG

Overview Fund Activity

73 hedge funds and large institutions have $256M invested in iShares US Financial Services ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
21
Reduced
24
Closed
5
Calls
$588K
Puts
$1.23M
Net Calls
-$644K
Net Calls Change
+$291K

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$24.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
TRCT
4
Tower Research Capital (TRC)
New York
$4.61M
5
TH
5
Timber Hill
Connecticut
$3.07M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.8M
2
CS
2
Credit Suisse
Switzerland
$1.6M
3
Millennium Management
3
Millennium Management
New York
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
BHB
5
Bank Hapoalim BM
Israel
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
51
Virtu KCG Holdings
New York
$248K +$248K +8,463 New
GW
52
GW & Wade
Massachusetts
$235K – – –
AI
53
Accredited Investors
Minnesota
$220K +$220K +7,506 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$132K – – –
CWM
55
Concert Wealth Management
California
$130K +$130K +4,404 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$124K +$38.1K +1,305 +44%
GWM
57
Geneos Wealth Management
Colorado
$103K -$617K -21,255 -86%
EDRH
58
Edmond de Rothschild Holding
Switzerland
$100K +$87.4K +2,991 +692%
MCM
59
Manchester Capital Management
Vermont
$98K – – –
EWM
60
Evercore Wealth Management
New York
$88K – – –
CFA
61
Carroll Financial Associates
North Carolina
$76K – – –
US Bancorp
62
US Bancorp
Minnesota
$72K – – –
EDRS
63
Edmond de Rothschild (Suisse)
Switzerland
$61K +$48.3K +1,641 +380%
PAI
64
Pittenger & Anderson Inc
Nebraska
$57K – – –
MWM
65
MinichMacGregor Wealth Management
New York
$46K – – –
PMFA
66
Plante Moran Financial Advisors
Michigan
$44K – – –
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34K – – –
Citigroup
68
Citigroup
New York
$14K -$16.9K -585 -55%
CLOS
69
Compagnie Lombard Odier SCmA
Switzerland
$9K -$695K -23,151 -99%
CG
70
Cutler Group
California
$8K – – –
PG
71
Patten Group
Tennessee
$5.32K – – –
CCS
72
Crosspoint Capital Strategies
California
$5K – – –
TFA
73
Transamerica Financial Advisors
Florida
$1K – – –
Millennium Management
74
Millennium Management
New York
– -$5.49M -204,300 Closed
SG Americas Securities
75
SG Americas Securities
New York
– -$2.37M -88,200 Closed
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