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iShares US Financial Services ETF
IYG

Overview Fund Activity

72 hedge funds and large institutions have $357M invested in iShares US Financial Services ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
29
Reduced
16
Closed
8
Calls
$841K
Puts
$637K
Net Calls
+$204K
Net Calls Change
+$489K

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$8.37M
2
AGA
2
Accuvest Global Advisors
Utah
$4.91M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.86M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$3.68M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$51.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.85M
2
Bank of America
2
Bank of America
North Carolina
$32.6M
3
CS
3
Credit Suisse
Switzerland
$275K
4
Morgan Stanley
4
Morgan Stanley
New York
$62M
5
AP
5
Advisors Preferred
Maryland
$80.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
– -$50K -1,800 Closed
PFA
77
Paradigm Financial Advisors
Missouri
– -$48K -1,710 Closed
SHWM
78
Smith & Howard Wealth Management
Georgia
– -$20K -705 Closed
V
79
Veritable
Delaware
– -$19K -690 Closed
ASN
80
Advisory Services Network
Georgia
– -$3K -120 Closed
1 2 3
4