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iShares US Financial Services ETF
IYG

Overview Fund Activity

148 hedge funds and large institutions have $687M invested in iShares US Financial Services ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
30
Reduced
59
Closed
20
Calls
$2.45M
Puts
$1.22M
Net Calls
+$1.23M
Net Calls Change
-$2.3M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$13.4M
2
CAM
2
Cypress Asset Management
Texas
$6.51M
3
FTS
3
Fifth Third Securities
Ohio
$1.87M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$2.91M
5
HCM
5
Hilton Capital Management
New York
$765K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$54.4M
3
BTS
3
BB&T Securities
Virginia
$8.13M
4
RJA
4
Raymond James & Associates
Florida
$37.7M
5
WA
5
WestEnd Advisors
North Carolina
$5.49K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.2M -$2.87M -64,332 -36%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$4.7M -$327K -7,329 -7%
WIA
28
Wealthstreet Investment Advisors
Texas
$4.33M +$83.7K +1,875 +2%
UCFA
29
United Capital Financial Advisors
Texas
$3.94M -$223K -4,986 -5%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$3.86M -$44.6K -999 -1%
SI
31
Stephens Inc
Arkansas
$3.69M -$2.05M -45,885 -36%
HCP
32
Holt Capital Partners
Texas
$3.42M +$274K +6,150 +9%
SC
33
Scotia Capital
Ontario, Canada
$3.41M -$139K -3,120 -4%
SPIA
34
Steward Partners Investment Advisory
New York
$3.24M -$232K -5,199 -7%
BCM
35
Beck Capital Management
Texas
$3.15M -$169K -3,777 -5%
BCM
36
Barometer Capital Management
Ontario, Canada
$2.91M +$1.83M +41,100 +171%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$2.68M – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.53M -$96.9K -2,172 -4%
SB
39
Suntrust Banks
Georgia
$2.41M -$29.9K -669 -1%
TRCT
40
Tower Research Capital (TRC)
New York
$2.37M +$577K +12,936 +32%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14M -$146K -3,270 -6%
KCM
42
Karp Capital Management
California
$2.08M +$305K +6,825 +17%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.01M -$296K -6,624 -13%
FTS
44
Fifth Third Securities
Ohio
$1.87M +$1.87M +41,919 New
PP
45
Patten & Patten
Tennessee
$1.48M -$9.5K -213 -0.6%
CAN
46
Cetera Advisor Networks
California
$1.42M -$181K -4,041 -11%
TFF
47
The Family Firm
Maryland
$1.42M +$94.2K +2,112 +7%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.34M -$23K -516 -2%
Ameriprise
49
Ameriprise
Minnesota
$1.25M -$92.7K -2,076 -7%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.25M +$7.25K +165 +0.6%
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