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iShares US Financial Services ETF
IYG

Overview Fund Activity

70 hedge funds and large institutions have $245M invested in iShares US Financial Services ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
19
Closed
10
Calls
$239K
Puts
$1.17M
Net Calls
-$935K
Net Calls Change
-$75K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$8.22M
2
BHB
Bank Hapoalim BM
Israel
$6.12M
3
Millennium Management
Millennium Management
New York
$5.49M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$9.59M
5
SG Americas Securities
SG Americas Securities
New York
$2.37M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
LPL Financial
LPL Financial
California
$4.37M
3
Bank of America
Bank of America
North Carolina
$33.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.69M
5
ANTB
AMG National Trust Bank
Colorado
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$50.4M -$1.36M -50,796 -3%
Morgan Stanley
2
Morgan Stanley
New York
$34M +$1.56M +57,891 +5%
Bank of America
3
Bank of America
North Carolina
$33.8M -$4.1M -152,604 -11%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$15.2M – – –
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.59M +$4.68M +174,318 +95%
UCFA
6
United Capital Financial Advisors
Texas
$8.22M +$8.22M +304,413 New
CS
7
Credit Suisse
Switzerland
$8.13M +$1.65M +61,305 +25%
Citadel Advisors
8
Citadel Advisors
Florida
$8.08M -$1.3M -48,405 -14%
UBS Group
9
UBS Group
Switzerland
$7.76M +$403 +15 +0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.69M -$3.77M -140,505 -36%
BHB
11
Bank Hapoalim BM
Israel
$6.12M +$6.12M +227,805 New
Millennium Management
12
Millennium Management
New York
$5.49M +$5.49M +204,300 New
Wells Fargo
13
Wells Fargo
California
$5.47M -$1.65M -61,254 -23%
LPL Financial
14
LPL Financial
California
$4.37M -$4.78M -181,680 -52%
MCWS
15
McKinley Carter Wealth Services
West Virginia
$3.49M +$161K +5,985 +5%
SI
16
Stephens Inc
Arkansas
$2.58M +$37.6K +1,401 +1%
SG Americas Securities
17
SG Americas Securities
New York
$2.37M +$2.21M +82,200 +1,370%
SG
18
Societe Generale
$2.37M +$2.37M +88,200 New
GLRA
19
Gerald L. Ray & Associates
Texas
$2.35M +$27.4K +1,020 +1%
BCI
20
Brinker Capital Investments
Pennsylvania
$2.22M +$202K +7,500 +10%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$1.97M +$11.1K +414 +0.6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.88M -$654K -24,342 -26%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.83M -$111K -4,134 -6%
SC
24
Scotia Capital
Ontario, Canada
$1.74M +$663K +24,627 +61%
SB
25
Suntrust Banks
Georgia
$1.72M +$171K +6,360 +11%
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