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iShares US Financial Services ETF
IYG

Overview Fund Activity

72 hedge funds and large institutions have $357M invested in iShares US Financial Services ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
29
Reduced
16
Closed
8
Calls
$841K
Puts
$637K
Net Calls
+$204K
Net Calls Change
+$489K

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$8.37M
2
AGA
2
Accuvest Global Advisors
Utah
$4.91M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.86M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$3.68M
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$51.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.85M
2
Bank of America
2
Bank of America
North Carolina
$32.6M
3
CS
3
Credit Suisse
Switzerland
$275K
4
Morgan Stanley
4
Morgan Stanley
New York
$62M
5
AP
5
Advisors Preferred
Maryland
$80.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62M 730,242 -27,239 -4%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$51.9M 610,889 +41,212 +7%
Goldman Sachs
3
Goldman Sachs
New York
$36.8M 433,176 -17,755 -4%
Bank of America
4
Bank of America
North Carolina
$32.6M 383,606 -61,081 -14%
LPL Financial
5
LPL Financial
California
$19.9M 234,493 +8,540 +4%
Wells Fargo
6
Wells Fargo
California
$17.5M 205,658 +8,230 +4%
U
7
UBS
Switzerland
$15.2M 178,688 +36,115 +25%
QA
8
Quantitative Advantage
Minnesota
$12.4M 146,635 +33,454 +30%
HF
9
Hoxton Financial
West Virginia
$8.38M 98,769 +5,064 +5%
SG Americas Securities
10
SG Americas Securities
New York
$8.37M 98,539 +75,318 +324%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.13M 95,785 +21,984 +30%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.99M 94,095 +425 +0.5%
SFI
13
SPC Financial Inc
Maryland
$7.88M 92,775 +325 +0.4%
LPT
14
Legacy Private Trust
Wisconsin
$5.28M 62,244 +12,797 +26%
AGA
15
Accuvest Global Advisors
Utah
$4.91M 57,865 +57,865 New
Citadel Advisors
16
Citadel Advisors
Florida
$4.86M 57,194 +57,194 New
ANTB
17
AMG National Trust Bank
Colorado
$3.95M 46,532 +2,236 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$3.85M 45,285 -92,101 -67%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$3.68M 43,400 +43,400 New
RJA
20
Raymond James & Associates
Florida
$3.52M 41,420 +1,201 +3%
BHB
21
Bank Hapoalim BM
Israel
$3.35M 41,400 +20,480 +98%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.67M 31,338 +31,338 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.34M 27,552 +4,505 +20%
GLRA
24
Gerald L. Ray & Associates
Texas
$2.31M 27,240 +1,700 +7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$2.17M 25,545 +2,358 +10%
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