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iShares US Financial Services ETF
IYG

Overview Fund Activity

144 hedge funds and large institutions have $679M invested in iShares US Financial Services ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
28
Reduced
62
Closed
17
Calls
$1.39M
Puts
$1.16M
Net Calls
+$230K
Net Calls Change
-$1M

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$4.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.7M
3
SI
3
Stephens Inc
Arkansas
$6.79M
4
LPL Financial
4
LPL Financial
California
$17.7M
5
KCM
5
Karp Capital Management
California
$4.48M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$4.58M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.71M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$4.6M 33,665 -6,622 -16%
CS
27
Credit Suisse
Switzerland
$4.58M 33,537 -66,459 -66%
KCM
28
Karp Capital Management
California
$4.48M 32,855 +17,300 +111%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$4.44M 32,564 -2,525 -7%
HIIFS
30
Harel Insurance Investments & Financial Services
Israel
$4.33M 31,750 +28,750 +958%
WIA
31
Wealthstreet Investment Advisors
Texas
$4.24M 29,822 -2,483 -8%
UCFA
32
United Capital Financial Advisors
Texas
$3.93M 28,831 -620 -2%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$3.82M 28,018 -799 -3%
HCP
34
Holt Capital Partners
Texas
$3.66M 26,833 +1,325 +5%
SC
35
Scotia Capital
Ontario, Canada
$3.57M 26,166 +679 +3%
BCM
36
Beck Capital Management
Texas
$3.06M 22,434 -1,079 -5%
SPIA
37
Steward Partners Investment Advisory
New York
$2.58M 18,927 -5,297 -22%
BCM
38
Barometer Capital Management
Ontario, Canada
$2.52M 18,500 -3,200 -15%
SB
39
Suntrust Banks
Georgia
$2.29M 16,776 -1,231 -7%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.18M 15,968 -15 -0.1%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.12M 15,565 -3,333 -18%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.03M 14,910 +5,429 +57%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.68M 12,319 -2,719 -18%
Jane Street
44
Jane Street
New York
$1.61M 11,819 +8,469 +253%
Ameriprise
45
Ameriprise
Minnesota
$1.59M 11,679 +2,328 +25%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.48M 10,873 +5,251 +93%
PP
47
Patten & Patten
Tennessee
$1.43M 10,474 -575 -5%
TFF
48
The Family Firm
Maryland
$1.4M 10,279 -293 -3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.31M 9,588 -450 -4%
CAN
50
Cetera Advisor Networks
California
$1.3M 9,537 -1,033 -10%
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