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iShares US Financial Services ETF
IYG

Overview Fund Activity

82 hedge funds and large institutions have $393M invested in iShares US Financial Services ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
26
Reduced
17
Closed
19
Calls
$3.86M
Puts
$3.18M
Net Calls
+$684K
Net Calls Change
-$519K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$108M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$47.5M
4
Bank of America
4
Bank of America
North Carolina
$41.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.2M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$0
2
MMA
2
Miracle Mile Advisors
California
$375K
3
BHB
3
Bank Hapoalim BM
Israel
$0
4
Jane Street
4
Jane Street
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
76
Madden Advisory Services
Florida
$18K – – –
Creative Planning
77
Creative Planning
Kansas
$17K +$17K +609 New
BCM
78
Brookstone Capital Management
Illinois
$8K – – –
PG
79
Patten Group
Tennessee
$5.13K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +96 New
RIA
81
Regal Investment Advisors
Michigan
$3K +$3K +126 New
PAG
82
Pinnacle Advisory Group
Maryland
– -$34.5M -1,099,992 Closed
BHB
83
Bank Hapoalim BM
Israel
– -$9M -287,370 Closed
Jane Street
84
Jane Street
New York
– -$6.68M -213,069 Closed
MIAN
85
Mariner Independent Advisor Network
Kansas
– -$2.82M -89,949 Closed
ACM
86
Avalon Capital Management
California
– -$2.76M -88,155 Closed
BCM
87
Barometer Capital Management
Ontario, Canada
– -$1.76M -56,100 Closed
BCM
88
Beck Capital Management
Texas
– -$1.24M -39,705 Closed
SB
89
Suntrust Banks
Georgia
– -$1.13M -36,069 Closed
Franklin Resources
90
Franklin Resources
California
– -$1M -31,962 Closed
SWM
91
Strategic Wealth Management
Washington
– -$764K -24,366 Closed
AP
92
Advisors Preferred
Maryland
– -$318K -10,161 Closed
NPC
93
National Planning Corporation
California
– -$301K -9,408 Closed
EFS
94
Essex Financial Services
Connecticut
– -$290K -9,240 Closed
FANJ
95
Financial Architects (New Jersey)
New Jersey
– -$141K -4,500 Closed
WA
96
WFG Advisors
Texas
– -$47K -1,500 Closed
PSC
97
Prentiss Smith & Co
Vermont
– -$41K -1,320 Closed
BRWM
98
B. Riley Wealth Management
Tennessee
– -$7K -243 Closed
CCS
99
Crosspoint Capital Strategies
California
– -$5K -150 Closed
BL
100
Balentine LLC
Georgia
– -$2K -66 Closed
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