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iShares US Financial Services ETF
IYG

Overview Fund Activity

68 hedge funds and large institutions have $332M invested in iShares US Financial Services ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
25
Reduced
15
Closed
12
Calls
$394K
Puts
$679K
Net Calls
-$285K
Net Calls Change
-$63K

Top Buyers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$47.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$37.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.4M
5
U
5
UBS
Switzerland
$11.9M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.95M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.93M
4
FMP
4
Financial Management Professionals
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.4M 757,481 +52,605 +7%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$47.7M 569,677 +387,631 +213%
Goldman Sachs
3
Goldman Sachs
New York
$37.8M 450,931 +4,098 +0.9%
Bank of America
4
Bank of America
North Carolina
$37.2M 444,687 +81,614 +22%
LPL Financial
5
LPL Financial
California
$18.9M 225,953 +5,084 +2%
Wells Fargo
6
Wells Fargo
California
$16.5M 197,428 -5,148 -3%
U
7
UBS
Switzerland
$11.9M 142,573 +37,390 +36%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$11.5M 137,386 +137,386 New
QA
9
Quantitative Advantage
Minnesota
$9.48M 113,181 +1,810 +2%
HF
10
Hoxton Financial
West Virginia
$7.85M 93,705 +2,319 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.84M 93,670 +12,325 +15%
SFI
12
SPC Financial Inc
Maryland
$7.74M 92,450 +12,425 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.18M 73,801 +18,794 +34%
CS
14
Credit Suisse
Switzerland
$4.17M 49,771 +11,512 +30%
LPT
15
Legacy Private Trust
Wisconsin
$4.14M 49,447 -3,849 -7%
ANTB
16
AMG National Trust Bank
Colorado
$3.71M 44,296 +450 +1%
RJA
17
Raymond James & Associates
Florida
$3.37M 40,219 -501 -1%
AP
18
Advisors Preferred
Maryland
$2.32M 27,730 +27,730 New
GLRA
19
Gerald L. Ray & Associates
Texas
$2.14M 25,540 +150 +0.6%
SI
20
Stephens Inc
Arkansas
$2.05M 24,508 +2,348 +11%
SG Americas Securities
21
SG Americas Securities
New York
$1.95M 23,221 -316,082 -93%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.94M 23,187 +1,377 +6%
SCM
23
Summit Capital Management
Washington
$1.94M 23,175 +23,175 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.93M 23,047 -240,961 -91%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$1.79M 21,335 +1,450 +7%
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