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iShares US Financial Services ETF
IYG

Overview Fund Activity

68 hedge funds and large institutions have $264M invested in iShares US Financial Services ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
21
Reduced
23
Closed
13
Calls
$885K
Puts
$1.31M
Net Calls
-$420K
Net Calls Change
-$456K

Top Buyers

1
CA
1
Cumberland Advisors
Florida
$6.77M
2
ACM
2
Aviance Capital Management
Florida
$1.75M
3
Jane Street
3
Jane Street
New York
$1.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.7M
5
CS
5
Credit Suisse
Switzerland
$5.05M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$46.1M
3
AssetMark Inc
3
AssetMark Inc
California
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
SFI
5
SPC Financial Inc
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.1M 514,998 -169,682 -25%
Goldman Sachs
2
Goldman Sachs
New York
$41.3M 462,006 -3,519 -0.8%
Bank of America
3
Bank of America
North Carolina
$36.2M 404,054 -10,419 -3%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$21M 234,699 -3,590 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.7M 186,708 +15,472 +9%
Wells Fargo
6
Wells Fargo
California
$14.7M 164,734 -31,831 -16%
HF
7
Hoxton Financial
West Virginia
$8.87M 99,106 +370 +0.4%
UBS Group
8
UBS Group
Switzerland
$8.79M 98,162 -12,139 -11%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$7.09M 79,354 +11,994 +18%
CA
10
Cumberland Advisors
Florida
$6.77M 75,590 +29,930 +66%
Citadel Advisors
11
Citadel Advisors
Florida
$5.4M 60,394 -4,495 -7%
MCWS
12
McKinley Carter Wealth Services
West Virginia
$5.14M 57,379 +1,481 +3%
CS
13
Credit Suisse
Switzerland
$5.05M 56,427 +14,097 +33%
ANTB
14
AMG National Trust Bank
Colorado
$4.79M 53,529 +5,337 +11%
LPL Financial
15
LPL Financial
California
$3.23M 36,182 -1,433 -4%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$3.19M 35,590 +7,179 +25%
SI
17
Stephens Inc
Arkansas
$3M 33,491 +106 +0.3%
GLRA
18
Gerald L. Ray & Associates
Texas
$2.65M 29,591 +480 +2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.2M 24,609 -737 -3%
ACM
20
Aviance Capital Management
Florida
$1.75M 19,538 +19,538 New
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$1.63M 18,160 +87 +0.5%
Jane Street
22
Jane Street
New York
$1.4M 15,644 +15,644 New
BCM
23
Beck Capital Management
Texas
$1.2M 13,364 -570 -4%
LPT
24
Legacy Private Trust
Wisconsin
$1.18M 13,151 -51,114 -80%
CA
25
Cetera Advisors
Colorado
$1.14M 12,872 +1,077 +9%
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