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iShares US Financial Services ETF
IYG

Overview Fund Activity

160 hedge funds and large institutions have $813M invested in iShares US Financial Services ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
54
Reduced
33
Closed
11
Calls
–
Puts
$638K
Net Calls
-$638K
Net Calls Change
-$868K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$153M
2
Truist Financial
2
Truist Financial
North Carolina
$12.8M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$12.7M
4
RJA
4
Raymond James & Associates
Florida
$49.7M
5
QA
5
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.4M
4
CAM
4
Cypress Asset Management
Texas
$4.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.65M +$545K +10,782 +11%
KCM
27
Karp Capital Management
California
$5.3M +$309K +6,105 +6%
WIA
28
Wealthstreet Investment Advisors
Texas
$5.13M +$603K +11,925 +13%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$5.03M +$84.3K +1,665 +2%
Ameriprise
30
Ameriprise
Minnesota
$4.91M +$3.08M +58,926 +168%
HIIFS
31
Harel Insurance Investments & Financial Services
Israel
$4.82M – – –
CAM
32
Cypress Asset Management
Texas
$4.6M -$2.4M -47,355 -34%
UCFA
33
United Capital Financial Advisors
Texas
$4.42M +$39K +771 +0.9%
HCP
34
Holt Capital Partners
Texas
$4.17M +$95.6K +1,890 +2%
SC
35
Scotia Capital
Ontario, Canada
$4.11M +$134K +2,652 +3%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$3.83M -$377K -7,542 -9%
BCM
37
Beck Capital Management
Texas
$3.31M -$99K -1,956 -3%
SPIA
38
Steward Partners Investment Advisory
New York
$2.89M +$13.7K +270 +0.5%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.68M +$419K +8,280 +19%
JWCA
40
J.W. Cole Advisors
Florida
$2.54M +$2.54M +50,136 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.33M -$30.1K -594 -1%
BCM
42
Barometer Capital Management
Ontario, Canada
$2.22M -$592K -11,700 -21%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M -$308K -6,090 -13%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.92M +$49.6K +981 +3%
TFF
45
The Family Firm
Maryland
$1.56M +$3.8K +75 +0.2%
PP
46
Patten & Patten
Tennessee
$1.52M -$69.2K -1,368 -4%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.45M +$1.45M +28,671 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.4M -$54.8K -1,083 -4%
CAN
49
Cetera Advisor Networks
California
$1.33M -$118K -2,328 -8%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.31M -$337K -6,666 -20%
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