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iShares US Financial Services ETF
IYG

Overview Fund Activity

111 hedge funds and large institutions have $866M invested in iShares US Financial Services ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
49
Reduced
25
Closed
13
Calls
$1.73M
Puts
$2.89M
Net Calls
-$1.16M
Net Calls Change
+$901K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$61.5M
2
Bank of America
2
Bank of America
North Carolina
$97.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$76.5M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$14.4M
5
RJA
5
Raymond James & Associates
Florida
$48.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$65.7M
2
TH
2
Timber Hill
Connecticut
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.68M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.3M
5
AG
5
Advisor Group
Arizona
$361K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
51
Karp Capital Management
California
$1.1M +$127K +3,180 +13%
HIIFS
52
Harel Insurance Investments & Financial Services
Israel
$1.09M – – –
AGM
53
Alpine Global Management
New York
$950K +$398K +9,948 +72%
CCA
54
Cobblestone Capital Advisors
New York
$949K – – –
SWP
55
Stratos Wealth Partners
Ohio
$751K -$34.6K -867 -4%
SFSIG
56
San Francisco Sentry Investment Group
California
$703K -$6.59K -165 -0.9%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$680K +$4.79K +120 +0.7%
SG Americas Securities
58
SG Americas Securities
New York
$630K +$374K +9,357 +146%
WPA
59
Winning Points Advisors
Florida
$575K – – –
FMWA
60
Forvis Mazars Wealth Advisors
Missouri
$568K – – –
VFA
61
Voya Financial Advisors
Connecticut
$552K +$308K +7,728 +126%
MML Investors Services
62
MML Investors Services
Massachusetts
$468K -$28.3K -708 -6%
HCM
63
Hilton Capital Management
New York
$458K -$434K – –
ANTB
64
AMG National Trust Bank
Colorado
$435K -$68.7K -1,722 -14%
SPIA
65
Steward Partners Investment Advisory
New York
$417K +$401K +10,056 +2,578%
AG
66
Advisor Group
Arizona
$361K -$1.37M -34,218 -79%
DWA
67
Dorsey Wright & Associates
California
$361K +$1.2K +30 +0.3%
GW
68
GW & Wade
Massachusetts
$321K – – –
Wolverine Trading
69
Wolverine Trading
Illinois
$320K -$674K -16,890 -68%
US Bancorp
70
US Bancorp
Minnesota
$302K -$24K -600 -7%
OC
71
Oppenheimer & Co
New York
$268K +$268K +6,717 New
HighTower Advisors
72
HighTower Advisors
Illinois
$257K +$257K +6,417 New
Northern Trust
73
Northern Trust
Illinois
$252K +$252K +6,315 New
RJT
74
Raymond James Trust
Florida
$251K -$962 -24 -0.4%
FA
75
FDx Advisors
Illinois
$250K +$13K +324 +5%
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3
4 5