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iShares US Financial Services ETF
IYG

Overview Fund Activity

74 hedge funds and large institutions have $289M invested in iShares US Financial Services ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
26
Reduced
20
Closed
8
Calls
$1.62M
Puts
$818K
Net Calls
+$801K
Net Calls Change
-$710K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$5.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$3.32M
4
CA
4
Cumberland Advisors
Florida
$3.18M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.2M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.3M
4
Bank of America
4
Bank of America
North Carolina
$32.2M
5
AGA
5
Accuvest Global Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
– -$3.69M -131,232 Closed
AGA
77
Accuvest Global Advisors
Utah
– -$1.39M -49,500 Closed
PG
78
PEAK6 Group
Illinois
– -$689K -24,492 Closed
PCM
79
Princeton Capital Management
New Jersey
– -$327K -11,625 Closed
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
– -$25K -882 Closed
PAS
81
Partnervest Advisory Services
California
– -$21K -750 Closed
NCM
82
Nelson Capital Management
California
– -$15K -531 Closed
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