IYG icon

iShares US Financial Services ETF

148 hedge funds and large institutions have $849M invested in iShares US Financial Services ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
45
Closed
32
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Shares
Change %
BII
51
Bainco International Investors
Massachusetts
$1.33M +$1.33M +35,550 New
AG
52
Advisor Group
Arizona
$1.28M +$537K +14,316 +72%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.26M -$1.23K -33 -0.1%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.26M -$34.3K -918 -3%
KCM
55
Karp Capital Management
California
$1.26M -$164K -4,368 -11%
PP
56
Patten & Patten
Tennessee
$1.25M -$22.4K -600 -2%
TW
57
TrinityPoint Wealth
Connecticut
$1.2M +$1.2M +32,067 New
TFF
58
The Family Firm
Maryland
$1.13M +$106K +2,835 +10%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$1.1M -$1.18M -31,608 -52%
Ameriprise
60
Ameriprise
Minnesota
$1.1M -$797K -21,294 -42%
EWM
61
Executive Wealth Management
Michigan
$1.08M +$1.08M +28,716 New
Jane Street
62
Jane Street
New York
$918K -$4.28M -114,396 -82%
MML Investors Services
63
MML Investors Services
Massachusetts
$835K +$122K +3,264 +17%
S
64
Surevest
California
$795K +$795K +21,243 New
CCA
65
Cobblestone Capital Advisors
New York
$777K
SWP
66
Stratos Wealth Partners
Ohio
$699K -$95.4K -2,550 -12%
HCM
67
Hilton Capital Management
New York
$642K +$642K +17,145 New
GPA
68
Garrison Point Advisors
California
$591K +$591K +15,780 New
WPA
69
Winning Points Advisors
Florida
$547K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$500K +$500K +13,350 New
PAG
71
Private Advisor Group
New Jersey
$499K -$1.55M -41,529 -76%
HighTower Advisors
72
HighTower Advisors
Illinois
$434K +$30.9K +825 +8%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$431K
9WM
74
9258 Wealth Management
Ohio
$427K +$427K +11,412 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$396K -$12.4K -330 -3%