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iShares US Financial Services ETF
IYG

219 hedge funds and large institutions have $1.28B invested in iShares US Financial Services ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

428% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 18

259% more call options, than puts

Call options by funds: $728K | Put options by funds: $203K

184% more capital invested

Capital invested by funds: $452M → $1.28B (+$830M)

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

54% more funds holding

Funds holding: 142 → 219 (+77)

51.93% more ownership

Funds ownership: 188.49% → 240.42% (+52%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
219
Holders Change
+77
Holders Change %
+54.23%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
95
Increased
59
Reduced
32
Closed
18
Calls
$728K
Puts
$203K
Net Calls
+$525K
Net Calls Change
+$186K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$279M
2
LPL Financial
LPL Financial
California
+$47.9M
3
Bank of America
Bank of America
North Carolina
+$40.3M
4
RIG
RiverFront Investment Group
Virginia
+$33.2M
5
PAS
Park Avenue Securities
New York
+$32.6M

Top Sellers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
-$13.4M
2
Goldman Sachs
Goldman Sachs
New York
-$11M
3
CAM
Cresset Asset Management
Illinois
-$6.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.68M
5
RW
RVW Wealth
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
226
Ameritas Investment Company
Nebraska
– -$32K -924 Closed
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
– -$31K -900 Closed
CWC
228
Carolinas Wealth Consulting
North Carolina
– -$26K -771 Closed
FCB
229
First Command Bank
Texas
– -$22K -633 Closed
FCFS
230
First Command Financial Services
Texas
– -$22K -633 Closed
SWM
231
Sugarloaf Wealth Management
Georgia
– -$21K -603 Closed
GWMIA
232
Global Wealth Management Investment Advisory
Florida
– -$10K -300 Closed
NEIRG
233
New England Investment & Retirement Group
Massachusetts
– -$9K -252 Closed
GSWM
234
Golden State Wealth Management
California
– -$4K -114 Closed
BAMG
235
Brand Asset Management Group
Missouri
– -$2K -60 Closed
AWM
236
Avior Wealth Management
Nebraska
– +$922 +24 New
6 7 8 9
10

IYG Hedge Fund Activity: Q2 2020 in Review

219 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2020, worth a combined $1.28B — up 184% from $452M a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new IYG positions and 18 closed out — a net gain of 77 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $279M. The largest seller was McKinley Carter Wealth Services, cutting an estimated $13.4M.

  • 219 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $1.28B of iShares US Financial Services ETF stock for Q2 2020, up 184% quarter-over-quarter.
  • 95 funds opened new iShares US Financial Services ETF positions in Q2 2020 and 18 closed out, a net change of +77 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $279M added.
  • The largest iShares US Financial Services ETF seller in Q2 2020 was McKinley Carter Wealth Services, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.