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iShares US Financial Services ETF
IYG

Overview Fund Activity

83 hedge funds and large institutions have $436M invested in iShares US Financial Services ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
19
Increased
33
Reduced
20
Closed
17
Calls
$2.76M
Puts
$1.86M
Net Calls
+$899K
Net Calls Change
+$215K

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$25M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$50.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.7M
5
LPL Financial
5
LPL Financial
California
$10.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$73.3M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
CA
3
Cumberland Advisors
Florida
$1.42M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.62M
5
CS
5
Credit Suisse
Switzerland
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
76
Winslow Evans & Crocker
Massachusetts
$23.1K – – –
AP
77
Advisors Preferred
Maryland
$14K +$14K +456 New
PG
78
Patten Group
Tennessee
$5.4K – – –
MLIC
79
Mandatum Life Insurance Company
Finland
$5K +$5K +180 New
MFT
80
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +111 New
AFP
81
Ausdal Financial Partners
Iowa
$2K +$2K +75 New
ASN
82
Advisory Services Network
Georgia
$1K +$1K +30 New
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
– -$8.71M -305,715 Closed
VF
84
Virtu Financial
New York
– -$1.31M -45,840 Closed
PFG
85
Pacific Financial Group
Washington
– -$437K -15,336 Closed
NFG
86
Noven Financial Group
Colorado
– -$400K -14,049 Closed
LPT
87
Legacy Private Trust
Wisconsin
– -$384K -13,461 Closed
CIBC World Market
88
CIBC World Market
Ontario, Canada
– -$289K -10,149 Closed
Northern Trust
89
Northern Trust
Illinois
– -$240K -8,427 Closed
Millennium Management
90
Millennium Management
New York
– -$231K -8,124 Closed
Stifel Financial
91
Stifel Financial
Missouri
– -$221K -7,740 Closed
PWAP
92
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$214K -7,494 Closed
IPC
93
Independent Portfolio Consultants
Florida
– -$65K -2,280 Closed
HCMT
94
Highland Capital Management (Tennessee)
Tennessee
– -$31K -1,095 Closed
MAS
95
Madden Advisory Services
Florida
– -$18K -651 Closed
Creative Planning
96
Creative Planning
Kansas
– -$17K -609 Closed
BCM
97
Brookstone Capital Management
Illinois
– -$8K -285 Closed
RIA
98
Regal Investment Advisors
Michigan
– -$3K -126 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
– -$3K -96 Closed
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