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iShares US Financial Services ETF
IYG

Overview Fund Activity

71 hedge funds and large institutions have $365M invested in iShares US Financial Services ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
31
Reduced
14
Closed
13
Calls
$817K
Puts
$781K
Net Calls
+$36K
Net Calls Change
-$765K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$31.3M
2
UBS Group
2
UBS Group
Switzerland
$10.1M
3
AssetMark Inc
3
AssetMark Inc
California
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.24M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.52M
3
VF
3
Virtu Financial
New York
$0
4
CP
4
Cinque Partners
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.9M 684,680 +19,800 +3%
Goldman Sachs
2
Goldman Sachs
New York
$42.7M 465,525 -3,674 -0.8%
Bank of America
3
Bank of America
North Carolina
$38.1M 414,473 +40,356 +11%
BFA
4
Beaumont Financial Advisors
Massachusetts
$31.3M 340,344 +301,790 +783%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$21.9M 238,289 +10,818 +5%
Wells Fargo
6
Wells Fargo
California
$18.1M 196,565 +8,350 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.7M 171,236 +44,218 +35%
AssetMark Inc
8
AssetMark Inc
California
$13.7M 149,592 +89,437 +149%
UBS Group
9
UBS Group
Switzerland
$10.1M 110,301 +110,301 New
HF
10
Hoxton Financial
West Virginia
$9.07M 98,736 -1,183 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.65M 94,196 +312 +0.3%
SFI
12
SPC Financial Inc
Maryland
$8.55M 93,096 +432 +0.5%
BHB
13
Bank Hapoalim BM
Israel
$6.94M 75,540 +7,245 +11%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$6.19M 67,360 +32,194 +92%
Citadel Advisors
15
Citadel Advisors
Florida
$5.96M 64,889 +4,537 +8%
LPT
16
Legacy Private Trust
Wisconsin
$5.9M 64,265 +177 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.24M 57,109 +57,094 +380,627%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$5.13M 55,898 +6,096 +12%
ANTB
19
AMG National Trust Bank
Colorado
$4.43M 48,192 +1,550 +3%
CA
20
Cumberland Advisors
Florida
$4.19M 45,660 +8,700 +24%
CS
21
Credit Suisse
Switzerland
$3.89M 42,330 +42,330 New
HighTower Advisors
22
HighTower Advisors
Illinois
$3.52M 38,305 -22,106 -37%
LPL Financial
23
LPL Financial
California
$3.45M 37,615 -2,790 -7%
SI
24
Stephens Inc
Arkansas
$3.07M 33,385 +67 +0.2%
GLRA
25
Gerald L. Ray & Associates
Texas
$2.67M 29,111 -37 -0.1%
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