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iShares US Financial Services ETF
IYG

Overview Fund Activity

205 hedge funds and large institutions have $718M invested in iShares US Financial Services ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 92 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
45
Increased
32
Reduced
92
Closed
55
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$1.36M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.6M
2
GM
2
GeoWealth Management
Illinois
$3M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.8M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.81M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Bank of America
3
Bank of America
North Carolina
$37.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
26
Holt Capital Partners
Texas
$4.45M +$170K +3,405 +4%
SI
27
Stephens Inc
Arkansas
$4.17M -$58.5K -1,170 -1%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$4.05M -$743K -14,859 -16%
HF
29
HRT Financial
New York
$4.03M +$1.55M +30,909 +62%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.9M -$40.9M -818,436 -91%
SC
31
Scotia Capital
Ontario, Canada
$3.88M -$149K -2,988 -4%
CS
32
Credit Suisse
Switzerland
$3.7M – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.62M +$870K +17,385 +32%
Stifel Financial
34
Stifel Financial
Missouri
$3.62M -$2.5M -50,076 -41%
PAG
35
Private Advisor Group
New Jersey
$3.59M +$2.69M +53,847 +299%
D
36
Diversified
Delaware
$3.37M +$3.37M +82,890 New
WIA
37
Wealthstreet Investment Advisors
Texas
$3.33M -$795K -15,885 -19%
WFO
38
Wealthgate Family Office
Colorado
$3.29M +$3.29M +65,727 New
Ameriprise
39
Ameriprise
Minnesota
$3.24M -$10.8M -215,259 -77%
SFA
40
Source Financial Advisors
New York
$3.08M +$3.08M +61,659 New
SPIA
41
Steward Partners Investment Advisory
New York
$3.08M -$1.57M -31,431 -34%
GM
42
GeoWealth Management
Illinois
$3M +$3M +59,943 New
EDRH
43
Edmond de Rothschild Holding
Switzerland
$2.81M +$2.61M +52,278 +1,340%
JWCA
44
J.W. Cole Advisors
Florida
$2.8M +$2.8M +55,989 New
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$2.69M -$8.77M -175,311 -77%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.68M -$55.7K -1,113 -2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.57M -$2.13M -42,672 -45%
HIIFS
48
Harel Insurance Investments & Financial Services
Israel
$2.53M – – –
UCFA
49
United Capital Financial Advisors
Texas
$2.53M +$175K +3,498 +7%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M +$223K +4,464 +11%
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