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iShares US Financial Services ETF
IYG

Overview Fund Activity

115 hedge funds and large institutions have $630M invested in iShares US Financial Services ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
53
Reduced
23
Closed
7
Calls
$2.23M
Puts
$2.22M
Net Calls
+$10K
Net Calls Change
+$233K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$110M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$41.4M
3
RJA
3
Raymond James & Associates
Florida
$36.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.7M
5
BTS
5
BB&T Securities
Virginia
$6.93M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$12.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$30.9M
3
UCFA
3
United Capital Financial Advisors
Texas
$4.21M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.95M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$1.1M +$249K +6,840 +29%
HCP
52
Holt Capital Partners
Texas
$1.06M +$84.5K +2,325 +9%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.04M -$70.7K -1,944 -6%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$971K +$763K +21,003 +368%
CCA
55
Cobblestone Capital Advisors
New York
$891K – – –
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$847K +$480K +13,179 +131%
KCM
57
Karp Capital Management
California
$808K -$37.6K -1,035 -4%
Wolverine Trading
58
Wolverine Trading
Illinois
$698K +$698K +19,038 New
SWP
59
Stratos Wealth Partners
Ohio
$640K +$48.1K +1,323 +8%
SFSIG
60
San Francisco Sentry Investment Group
California
$594K – – –
BPC
61
Banque Pictet & Cie
Switzerland
$551K +$551K +15,156 New
WPA
62
Winning Points Advisors
Florida
$528K – – –
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$521K – – –
FFEC
64
First Financial Equity Corporation
Arizona
$514K +$514K +14,199 New
CIBC World Market
65
CIBC World Market
Ontario, Canada
$493K +$42.3K +1,161 +9%
TSS
66
Two Sigma Securities
New York
$465K +$253K +6,963 +120%
ANTB
67
AMG National Trust Bank
Colorado
$440K -$472K -12,969 -52%
AssetMark Inc
68
AssetMark Inc
California
$436K +$434K +11,943 +20,953%
HCM
69
Hilton Capital Management
New York
$417K -$406K – –
NPC
70
National Planning Corporation
California
$379K +$10.8K +300 +3%
VF
71
Virtu Financial
New York
$373K +$373K +10,260 New
ALIONA
72
Allianz Life Insurance of North America
Minnesota
$371K +$371K +10,200 New
US Bancorp
73
US Bancorp
Minnesota
$295K -$48.9K -1,344 -14%
GW
74
GW & Wade
Massachusetts
$292K – – –
Bessemer Group
75
Bessemer Group
New Jersey
$281K +$281K +7,734 New
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