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iShares US Financial Services ETF
IYG

Overview Fund Activity

140 hedge funds and large institutions have $961M invested in iShares US Financial Services ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+29
Holders Change %
+26.13%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
40
Reduced
33
Closed
6
Calls
$1.02M
Puts
$4.15M
Net Calls
-$3.13M
Net Calls Change
-$1.97M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$17.9M
2
RJA
Raymond James & Associates
Florida
+$9.87M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.48M
4
TSS
Two Sigma Securities
New York
+$4.42M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.11M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$62.4M
2
Bank of America
Bank of America
North Carolina
-$18.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.1M
4
RTS
Round Table Services
New Jersey
-$6.79M
5
LPL Financial
LPL Financial
California
-$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.39M +$1.39M +32,046 New
PAG
52
Private Advisor Group
New Jersey
$1.37M -$1.6M -35,913 -54%
TFF
53
The Family Firm
Maryland
$1.35M -$63.3K -1,455 -4%
FIG
54
FundX Investment Group
California
$1.32M +$1.32M +30,300 New
KCM
55
Karp Capital Management
California
$1.3M +$99.4K +2,286 +8%
TH
56
Timber Hill
Connecticut
$1.29M +$1.29M +29,706 New
AG
57
Advisor Group
Arizona
$1.24M +$844K +19,428 +215%
RTS
58
Round Table Services
New Jersey
$1.21M -$6.79M -156,174 -85%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.16M -$177K -4,059 -13%
Jane Street
60
Jane Street
New York
$1.12M +$1.12M +25,743 New
VFA
61
Voya Financial Advisors
Connecticut
$1.06M +$456K +10,425 +75%
CCA
62
Cobblestone Capital Advisors
New York
$1.03M – – –
SPIA
63
Steward Partners Investment Advisory
New York
$996K +$542K +12,471 +119%
HIIFS
64
Harel Insurance Investments & Financial Services
Israel
$978K -$209K -4,800 -18%
SWP
65
Stratos Wealth Partners
Ohio
$878K +$61.2K +1,407 +7%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$793K +$52.3K +1,203 +7%
SFSIG
67
San Francisco Sentry Investment Group
California
$729K -$35.9K -825 -5%
Wolverine Trading
68
Wolverine Trading
Illinois
$664K +$315K +7,251 +90%
CAM
69
Cypress Asset Management
Texas
$646K +$646K +14,850 New
SG Americas Securities
70
SG Americas Securities
New York
$638K -$47.5K -1,092 -7%
WPA
71
Winning Points Advisors
Florida
$627K – – –
WB
72
WesBanco Bank
West Virginia
$595K +$595K +13,686 New
OC
73
Oppenheimer & Co
New York
$591K +$299K +6,867 +102%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$569K -$49.5K -1,137 -8%
ANTB
75
AMG National Trust Bank
Colorado
$546K +$71.8K +1,650 +15%
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