IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

148 hedge funds and large institutions have $849M invested in iShares US Financial Services ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
45
Closed
32
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.67M

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$23.7M
2
TC
2
Trust Company
Kansas
$8.33M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.85M
4
Bank of America
4
Bank of America
North Carolina
$94M
5
BTS
5
BB&T Securities
Virginia
$40.8M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$48.7M
3
BHB
3
Bank Hapoalim BM
Israel
$0
4
QA
4
Quantitative Advantage
Minnesota
$5.73M
5
RIG
5
RiverFront Investment Group
Virginia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$5.44M +$436K +11,661 +9%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$4.32M +$310K +8,295 +8%
SC
28
Scotia Capital
Ontario, Canada
$4.13M -$192K -5,145 -4%
WIA
29
Wealthstreet Investment Advisors
Texas
$3.92M -$660K -15,924 -14%
Stifel Financial
30
Stifel Financial
Missouri
$3.85M -$303K -8,112 -7%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$3.36M +$694K +18,537 +26%
UCFA
32
United Capital Financial Advisors
Texas
$3.34M +$7.86K +210 +0.2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$2.99M -$20.4K -546 -0.7%
SPIA
34
Steward Partners Investment Advisory
New York
$2.91M +$66.2K +1,770 +2%
Deutsche Bank
35
Deutsche Bank
Germany
$2.84M -$33.7K -900 -1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.69M +$598K +15,975 +29%
VAG
37
VisionPoint Advisory Group
Texas
$2.66M +$2.66M +71,151 New
CAM
38
Cypress Asset Management
Texas
$2.62M -$53.9K -1,440 -2%
HCP
39
Holt Capital Partners
Texas
$2.42M +$325K +8,685 +16%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.36M -$220K -5,886 -9%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$2.25M +$2.25M +60,000 New
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.23M +$239K +6,387 +12%
SB
43
Suntrust Banks
Georgia
$1.97M +$233K +6,219 +13%
Fisher Asset Management
44
Fisher Asset Management
Washington
$1.88M +$1.88M +50,349 New
TRCT
45
Tower Research Capital (TRC)
New York
$1.68M +$1.48M +39,537 +733%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$1.63M +$1.63M +43,662 New
BFA
47
Beaumont Financial Advisors
Massachusetts
$1.62M +$20.5K +549 +1%
EAM
48
Erste Asset Management
Austria
$1.5M +$1.5M +40,320 New
AAS
49
Avantax Advisory Services
Texas
$1.44M +$1.44M +38,379 New
CAN
50
Cetera Advisor Networks
California
$1.43M +$34.2K +912 +2%
1
2
3 4 5