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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $1.28B invested in iShares US Financial Services ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+77
Holders Change %
+54.23%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
95
Increased
59
Reduced
32
Closed
18
Calls
$728K
Puts
$203K
Net Calls
+$525K
Net Calls Change
+$186K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$294M
2
LPL Financial
2
LPL Financial
California
$61.8M
3
Bank of America
3
Bank of America
North Carolina
$91.3M
4
RIG
4
RiverFront Investment Group
Virginia
$131M
5
PAS
5
Park Avenue Securities
New York
$33.8M

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$2.98M
2
Goldman Sachs
2
Goldman Sachs
New York
$60.3M
3
CAM
3
Cresset Asset Management
Illinois
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$548K
5
RW
5
RVW Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
26
Baltimore-Washington Financial Advisors
Maryland
$7.2M -$103K -2,592 -1%
BCI
27
Brinker Capital Investments
Pennsylvania
$6.21M – – –
5L
28
55I LLC
Massachusetts
$5.01M +$4.71M +118,305 +1,557%
Stifel Financial
29
Stifel Financial
Missouri
$4.59M +$2.48M +62,265 +117%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.45M +$4.45M +111,783 New
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$3.84M -$81.6K -2,049 -2%
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$3.77M – – –
PFG
33
PAX Financial Group
Texas
$3.63M +$3.63M +91,260 New
SPIA
34
Steward Partners Investment Advisory
New York
$3.61M +$1.25M +31,389 +53%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.58M +$3.17M +80,088 +759%
HCP
36
Holt Capital Partners
Texas
$3.45M +$146K +3,675 +4%
AI
37
Atria Investments
North Carolina
$3.45M +$3.45M +86,550 New
WIA
38
Wealthstreet Investment Advisors
Texas
$3.4M +$34.3K +861 +1%
SI
39
Stephens Inc
Arkansas
$3.36M -$93.6K -2,352 -3%
SC
40
Scotia Capital
Ontario, Canada
$3.28M +$339K +8,469 +12%
NA
41
NewEdge Advisors
Louisiana
$3.25M +$3.25M +81,525 New
HIM
42
HawsGoodwin Investment Management
Tennessee
$3.22M +$3.22M +80,799 New
RICHC
43
Renaissance Investment Consultants Holding Company
Pennsylvania
$3.06M +$94.6K +2,334 +3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$3.02M +$132K +3,327 +5%
MCWS
45
McKinley Carter Wealth Services
West Virginia
$2.98M -$13.9M -349,779 -82%
CFG
46
Cooper Financial Group
California
$2.97M +$2.97M +74,592 New
CS
47
Credit Suisse
Switzerland
$2.95M -$899K -22,584 -23%
IWP
48
Icon Wealth Partners
Texas
$2.92M +$2.92M +73,395 New
AFG
49
Arkansas Financial Group
Arkansas
$2.81M +$570K +14,322 +25%
SHIM
50
Stone House Investment Management
Pennsylvania
$2.48M +$2.48M +62,241 New
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