IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

115 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
49
Reduced
26
Closed
15
Calls
$1.47M
Puts
$3.54M
Net Calls
-$2.06M
Net Calls Change
-$2.07M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$13.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$47.1M
3
UBS Group
3
UBS Group
Switzerland
$22.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$68.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$1.03M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.7M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
51
Banque Pictet & Cie
Switzerland
$963K +$390K +10,326 +68%
Wolverine Trading
52
Wolverine Trading
Illinois
$942K +$222K +5,871 +31%
KCM
53
Karp Capital Management
California
$919K +$78.8K +2,085 +9%
CCA
54
Cobblestone Capital Advisors
New York
$898K -$28.3K -750 -3%
SWP
55
Stratos Wealth Partners
Ohio
$743K +$78.1K +2,067 +12%
SFSIG
56
San Francisco Sentry Investment Group
California
$671K +$54.4K +1,440 +9%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$639K -$1.55M -41,022 -71%
AssetMark Inc
58
AssetMark Inc
California
$591K +$137K +3,633 +30%
Jane Street
59
Jane Street
New York
$563K +$563K +14,889 New
WPA
60
Winning Points Advisors
Florida
$550K – – –
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$537K -$4.19K -111 -0.8%
AGU
62
Alpine Group USVI
U.S. Virgin Islands
$522K +$522K +13,824 New
AGM
63
Alpine Global Management
New York
$522K +$522K +13,824 New
ANTB
64
AMG National Trust Bank
Colorado
$477K +$19.8K +525 +4%
MML Investors Services
65
MML Investors Services
Massachusetts
$470K +$470K +12,432 New
CIBC World Market
66
CIBC World Market
Ontario, Canada
$446K -$66K -1,746 -13%
HCM
67
Hilton Capital Management
New York
$434K -$417K – –
NPC
68
National Planning Corporation
California
$412K +$11.1K +291 +3%
DWA
69
Dorsey Wright & Associates
California
$340K +$340K +8,997 New
US Bancorp
70
US Bancorp
Minnesota
$308K +$1.81K +48 +0.6%
GW
71
GW & Wade
Massachusetts
$303K – – –
CIA
72
Capital Investment Advisors
Georgia
$257K – – –
SG Americas Securities
73
SG Americas Securities
New York
$242K +$242K +6,411 New
RJT
74
Raymond James Trust
Florida
$238K +$10.3K +273 +5%
VFA
75
Voya Financial Advisors
Connecticut
$232K +$5.68K +150 +3%
1 2
3
4 5