IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

148 hedge funds and large institutions have $687M invested in iShares US Financial Services ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
30
Reduced
59
Closed
20
Calls
$2.45M
Puts
$1.22M
Net Calls
+$1.23M
Net Calls Change
-$2.3M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$13.4M
2
CAM
2
Cypress Asset Management
Texas
$6.51M
3
FTS
3
Fifth Third Securities
Ohio
$1.87M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$2.91M
5
HCM
5
Hilton Capital Management
New York
$765K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$54.4M
3
BTS
3
BB&T Securities
Virginia
$8.13M
4
RJA
4
Raymond James & Associates
Florida
$37.7M
5
WA
5
WestEnd Advisors
North Carolina
$5.49K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
51
Vestmark Advisory Solutions
Massachusetts
$1.21M -$1.9M -42,615 -61%
AAS
52
Avantax Advisory Services
Texas
$1.03M -$788K -17,655 -43%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.02M -$17.5K -393 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.01M -$505K -11,313 -33%
FAAS
55
First Allied Advisory Services
California
$962K +$58.4K +1,308 +6%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$956K -$87.1K -1,953 -8%
CCA
57
Cobblestone Capital Advisors
New York
$927K – – –
SWP
58
Stratos Wealth Partners
Ohio
$838K +$29K +651 +4%
AG
59
Advisor Group
Arizona
$810K -$313K -7,002 -28%
HCM
60
Hilton Capital Management
New York
$765K +$765K +17,145 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$755K – – –
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$753K -$67.8K -1,518 -8%
GPA
63
Garrison Point Advisors
California
$691K – – –
WPA
64
Winning Points Advisors
Florida
$645K – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$617K +$13.6K +303 +2%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$583K +$78.7K +1,764 +16%
Renaissance Technologies
67
Renaissance Technologies
New York
$522K +$522K +11,700 New
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$509K -$5.35K -120 -1%
FFN
69
Focus Financial Network
Minnesota
$485K +$22.2K +498 +5%
PAG
70
Private Advisor Group
New Jersey
$476K -$3.62K -81 -0.8%
ANTB
71
AMG National Trust Bank
Colorado
$458K -$88.9K -1,992 -16%
Jane Street
72
Jane Street
New York
$449K -$1.05M -23,586 -70%
HIIFS
73
Harel Insurance Investments & Financial Services
Israel
$402K – – –
GWA
74
Guidant Wealth Advisors
Illinois
$401K -$8.98K -201 -2%
TC
75
TownSquare Capital
Utah
$386K +$386K +8,556 New
1 2
3
4 5