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iShares US Financial Services ETF
IYG

Overview Fund Activity

205 hedge funds and large institutions have $718M invested in iShares US Financial Services ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 92 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
45
Increased
32
Reduced
92
Closed
55
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$1.36M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.6M
2
GM
2
GeoWealth Management
Illinois
$3M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.8M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.81M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Bank of America
3
Bank of America
North Carolina
$37.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cypress Asset Management
Texas
– -$1.35M -33,180 Closed
SCA
227
Snowden Capital Advisors
New York
– -$1.35M -33,072 Closed
HGWM
228
Horst & Graben Wealth Management
Oregon
– -$1.28M -31,500 Closed
WP
229
WealthShield Partners
North Carolina
– -$1.2M -29,526 Closed
PFA
230
Pettinga Financial Advisors
Indiana
– -$1.16M -28,560 Closed
CAM
231
Concorde Asset Management
Michigan
– -$1.13M -27,837 Closed
SMG
232
Smart Money Group
Texas
– -$1.13M -27,687 Closed
APW
233
Austin Private Wealth
Texas
– -$1.05M -25,722 Closed
TF
234
Trek Financial
Arizona
– -$902K -22,164 Closed
IWC
235
Integrated Wealth Concepts
Massachusetts
– -$772K -18,984 Closed
VWM
236
Venturi Wealth Management
Texas
– -$702K -17,271 Closed
MYIA
237
Mount Yale Investment Advisors
Colorado
– -$592K -14,556 Closed
CA
238
Cetera Advisors
Colorado
– -$527K -12,969 Closed
CWM
239
Cornerstone Wealth Management
Missouri
– -$498K -12,243 Closed
MBT
240
Montecito Bank & Trust
California
– -$392K -9,642 Closed
BAM
241
Belpointe Asset Management
Nevada
– -$360K -8,865 Closed
PA
242
Parallel Advisors
California
– -$276K -6,786 Closed
SWM
243
SigFig Wealth Management
California
– -$269K -6,687 Closed
SWP
244
Stratos Wealth Partners
Ohio
– -$252K -6,192 Closed
RFN
245
RDA Financial Network
Iowa
– -$220K -5,409 Closed
RSWM
246
Robertson Stephens Wealth Management
California
– -$211K -5,193 Closed
SP
247
Successful Portfolios
Florida
– -$211K -5,181 Closed
TCA
248
Transcend Capital Advisors
New Jersey
– -$207K -5,088 Closed
FCA
249
FinTrust Capital Advisors
South Carolina
– -$188 -4,623 Closed
AA
250
Advisory Alpha
Michigan
– -$52K -1,227 Closed
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