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iShares US Financial Services ETF
IYG

Overview Fund Activity

221 hedge funds and large institutions have $1.37B invested in iShares US Financial Services ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
102
Reduced
55
Closed
28
Calls
$246K
Puts
$1.34M
Net Calls
-$1.09M
Net Calls Change
-$1.62M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$338M
2
AS
2
Altshuler Shaham
Israel
$28.5M
3
IDA
3
Intelligence Driven Advisers
California
$9.56M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$9.32M
5
ECM
5
ETrade Capital Management
Virginia
$25.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.7M
2
RIG
2
RiverFront Investment Group
Virginia
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$92.4M
4
RJA
4
Raymond James & Associates
Florida
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$9.32M +$9.32M +229,122 New
5L
27
55I LLC
Massachusetts
$9.08M +$3.96M +97,443 +77%
QA
28
Quantitative Advantage
Minnesota
$7.75M -$154K -3,780 -2%
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$6.73M -$620K -15,246 -8%
BCI
30
Brinker Capital Investments
Pennsylvania
$6.35M – – –
WP
31
WealthSource Partners
California
$6.1M -$1.57M -38,637 -20%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$5.89M +$1.34M +33,000 +30%
Stifel Financial
33
Stifel Financial
Missouri
$4.98M +$287K +7,059 +6%
AI
34
Atria Investments
North Carolina
$4.84M +$1.32M +32,502 +38%
NA
35
NewEdge Advisors
Louisiana
$4.56M +$1.24M +30,537 +37%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.52M +$2.24M +55,092 +98%
AFG
37
Arkansas Financial Group
Arkansas
$4.15M +$1.28M +31,506 +45%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.06M +$401K +9,939 +11%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$3.9M -$28.3K -696 -0.7%
PFG
40
PAX Financial Group
Texas
$3.86M +$148K +3,645 +4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.83M +$740K +18,186 +24%
SPIA
42
Steward Partners Investment Advisory
New York
$3.78M +$90.5K +2,226 +2%
HIM
43
HawsGoodwin Investment Management
Tennessee
$3.77M +$481K +11,835 +15%
RICHC
44
Renaissance Investment Consultants Holding Company
Pennsylvania
$3.63M +$427K +10,038 +13%
HCP
45
Holt Capital Partners
Texas
$3.48M -$42.7K -1,050 -1%
SI
46
Stephens Inc
Arkansas
$3.44M +$7.69K +189 +0.2%
WIA
47
Wealthstreet Investment Advisors
Texas
$3.36M -$124K -3,051 -4%
SC
48
Scotia Capital
Ontario, Canada
$3.28M -$54.9K -1,350 -2%
IWP
49
Icon Wealth Partners
Texas
$3.23M +$248K +6,102 +8%
CFG
50
Cooper Financial Group
California
$3.21M +$179K +4,404 +6%
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