We are live on ! Find out more
IYG icon

iShares US Financial Services ETF
IYG

62 hedge funds and large institutions have $221M invested in iShares US Financial Services ETF in 2013 Q2 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

136.05% more ownership

Funds ownership: 0% → 136.05% (+136%)

4% less call options, than puts

Call options by funds: $481K | Put options by funds: $503K

Holders
62
Holders Change
+62
Holders Change %
–
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
62
Increased
–
Reduced
–
Closed
–
Calls
$481K
Puts
$503K
Net Calls
-$22K
Net Calls Change
-$22K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$37.1M +$35.9M +1,557,435 New
Goldman Sachs
2
Goldman Sachs
New York
$31.6M +$30.6M +1,325,889 New
Morgan Stanley
3
Morgan Stanley
New York
$27M +$26.1M +1,130,718 New
Wells Fargo
4
Wells Fargo
California
$14.2M +$13.7M +593,730 New
LPL Financial
5
LPL Financial
California
$12.8M +$12.4M +535,860 New
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$11.7M +$11.3M +491,193 New
QA
7
Quantitative Advantage
Minnesota
$11.2M +$10.9M +471,231 New
SG Americas Securities
8
SG Americas Securities
New York
$10.4M +$10.1M +436,101 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$8.26M +$7.96M +345,069 New
Rafferty Asset Management
10
Rafferty Asset Management
New York
$6.68M +$6.44M +279,132 New
U
11
UBS
Switzerland
$6.63M +$6.41M +277,920 New
CP
12
Cinque Partners
California
$3.84M +$3.71M +160,914 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.49M +$3.37M +146,310 New
LPT
14
Legacy Private Trust
Wisconsin
$3.37M +$3.26M +141,327 New
FMP
15
Financial Management Professionals
Texas
$3.27M +$3.17M +137,238 New
ANTB
16
AMG National Trust Bank
Colorado
$3.14M +$3.03M +131,538 New
DS
17
DRW Securities
Illinois
$3.1M +$3M +129,897 New
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.48M +$2.38M +103,380 New
JP Morgan Chase
19
JP Morgan Chase
New York
$2M +$1.93M +83,781 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.79M +$1.73M +74,967 New
GLRA
21
Gerald L. Ray & Associates
Texas
$1.72M +$1.67M +72,240 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$1.37M +$1.33M +57,585 New
SI
23
Stephens Inc
Arkansas
$1.37M +$1.32M +57,336 New
CCA
24
Cobblestone Capital Advisors
New York
$1.05M +$1.02M +44,085 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.03M +$995K +43,128 New
1
2 3

IYG Hedge Fund Activity: Q2 2013 in Review

62 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2013, worth a combined $221M.

Buyers outnumbered sellers: 62 funds opened new IYG positions and 0 closed out — a net gain of 62 holders — while 0 added to existing stakes and 0 trimmed.

  • 62 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $221M of iShares US Financial Services ETF stock for Q2 2013.
  • 62 funds opened new iShares US Financial Services ETF positions in Q2 2013 and 0 closed out, a net change of +62 holders.

Based on aggregated 13F filings for Q2 2013.