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iShares US Financial Services ETF
IYG

Overview Fund Activity

66 hedge funds and large institutions have $306M invested in iShares US Financial Services ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
10
Increased
30
Reduced
12
Closed
6
Calls
$378K
Puts
$600K
Net Calls
-$222K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.2M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$23.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$25.1M
5
HF
5
Hoxton Financial
West Virginia
$6.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26.9M
2
Rafferty Asset Management
2
Rafferty Asset Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.04M
4
CP
4
Cinque Partners
California
$0
5
QA
5
Quantitative Advantage
Minnesota
$8.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.2M 704,876 +327,970 +87%
Goldman Sachs
2
Goldman Sachs
New York
$33.1M 446,833 +4,870 +1%
Bank of America
3
Bank of America
North Carolina
$26.9M 363,073 -156,072 -30%
SG Americas Securities
4
SG Americas Securities
New York
$25.1M 339,303 +193,936 +133%
BFA
5
Beaumont Financial Advisors
Massachusetts
$23.3M 315,002 +315,002 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.6M 264,008 +239,019 +956%
LPL Financial
7
LPL Financial
California
$16.8M 220,869 +42,249 +24%
Wells Fargo
8
Wells Fargo
California
$15M 202,576 +4,666 +2%
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$13.5M 182,046 +18,315 +11%
QA
10
Quantitative Advantage
Minnesota
$8.25M 111,371 -45,706 -29%
U
11
UBS
Switzerland
$7.8M 105,183 +12,543 +14%
HF
12
Hoxton Financial
West Virginia
$6.77M 91,386 +91,386 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.03M 81,345 +67,286 +479%
SFI
14
SPC Financial Inc
Maryland
$5.93M 80,025 +80,025 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.08M 55,007 +6,237 +13%
LPT
16
Legacy Private Trust
Wisconsin
$3.95M 53,296 +6,187 +13%
FMP
17
Financial Management Professionals
Texas
$3.38M 45,668 -78 -0.2%
ANTB
18
AMG National Trust Bank
Colorado
$3.25M 43,846 – –
RJA
19
Raymond James & Associates
Florida
$3.02M 40,720 +40,720 New
DS
20
DRW Securities
Illinois
$3.01M 38,682 -4,617 -11%
CS
21
Credit Suisse
Switzerland
$2.84M 38,259 +31,119 +436%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.04M 27,477 -87,546 -76%
GLRA
23
Gerald L. Ray & Associates
Texas
$1.88M 25,390 +1,310 +5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.77M 23,923 -4,004 -14%
SI
25
Stephens Inc
Arkansas
$1.64M 22,160 +3,048 +16%
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