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iShares US Financial Services ETF
IYG

Overview Fund Activity

74 hedge funds and large institutions have $289M invested in iShares US Financial Services ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
26
Reduced
20
Closed
8
Calls
$1.62M
Puts
$818K
Net Calls
+$801K
Net Calls Change
-$710K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$5.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$3.32M
4
CA
4
Cumberland Advisors
Florida
$3.18M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.2M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.3M
4
Bank of America
4
Bank of America
North Carolina
$32.2M
5
AGA
5
Accuvest Global Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.3M 664,880 -33,194 -5%
Goldman Sachs
2
Goldman Sachs
New York
$40.4M 469,199 +27,036 +6%
Bank of America
3
Bank of America
North Carolina
$32.2M 374,117 -30,709 -8%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$19.6M 227,471 +11,458 +5%
Wells Fargo
5
Wells Fargo
California
$16.2M 188,215 +2,869 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.9M 127,018 +56,149 +79%
U
7
UBS
Switzerland
$9.11M 105,825 +8,123 +8%
HF
8
Hoxton Financial
West Virginia
$8.6M 99,919 +923 +0.9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.08M 93,884 +82 +0.1%
SFI
10
SPC Financial Inc
Maryland
$7.98M 92,664 +182 +0.2%
BHB
11
Bank Hapoalim BM
Israel
$5.88M 68,295 +26,270 +63%
LPT
12
Legacy Private Trust
Wisconsin
$5.52M 64,088 +1,668 +3%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.2M 60,411 +29,433 +95%
Citadel Advisors
14
Citadel Advisors
Florida
$5.19M 60,352 -499 -0.8%
AssetMark Inc
15
AssetMark Inc
California
$5.18M 60,155 +60,155 New
MCWS
16
McKinley Carter Wealth Services
West Virginia
$4.29M 49,802 +2,295 +5%
ANTB
17
AMG National Trust Bank
Colorado
$4.02M 46,642 -2,880 -6%
LPL Financial
18
LPL Financial
California
$3.43M 40,405 -5,648 -12%
BFA
19
Beaumont Financial Advisors
Massachusetts
$3.32M 38,554 +38,554 New
CA
20
Cumberland Advisors
Florida
$3.18M 36,960 +36,960 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$3.03M 35,166 +14,688 +72%
SI
22
Stephens Inc
Arkansas
$2.87M 33,318 +7,914 +31%
GLRA
23
Gerald L. Ray & Associates
Texas
$2.51M 29,148 +178 +0.6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$2.2M 25,505 -236 -0.9%
TRCT
25
Tower Research Capital (TRC)
New York
$2.15M 24,930 +24,930 New
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