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iShares US Financial Services ETF
IYG

Overview Fund Activity

144 hedge funds and large institutions have $679M invested in iShares US Financial Services ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
28
Reduced
62
Closed
17
Calls
$1.39M
Puts
$1.16M
Net Calls
+$230K
Net Calls Change
-$1M

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$4.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.7M
3
SI
3
Stephens Inc
Arkansas
$6.79M
4
LPL Financial
4
LPL Financial
California
$17.7M
5
KCM
5
Karp Capital Management
California
$4.48M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$4.58M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.71M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.23M 9,044 +1,901 +27%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$1.13M 8,312 -718 -8%
FAAS
53
First Allied Advisory Services
California
$974K 7,103 -83 -1%
CCA
54
Cobblestone Capital Advisors
New York
$900K 6,596 -326 -5%
SWP
55
Stratos Wealth Partners
Ohio
$809K 5,933 -329 -5%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$755K 4,076 – –
SFG
57
Summit Financial Group
West Virginia
$754K 5,525 +5,525 New
MML Investors Services
58
MML Investors Services
Massachusetts
$720K 5,275 -2,348 -31%
GPA
59
Garrison Point Advisors
California
$704K 5,160 – –
WPA
60
Winning Points Advisors
Florida
$657K 4,800 – –
AAS
61
Avantax Advisory Services
Texas
$593K 4,346 -3,376 -44%
CRWM
62
Castle Rock Wealth Management
California
$580K 3,977 +3,977 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$562K 4,117 -237 -5%
AG
64
Advisor Group
Arizona
$542K 3,973 -2,074 -34%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$532K 3,900 -3,606 -48%
HCM
66
Hilton Capital Management
New York
$522K 3,825 -1,890 -33%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$519K 3,803 – –
FFN
68
Focus Financial Network
Minnesota
$516K 3,780 +158 +4%
ANTB
69
AMG National Trust Bank
Colorado
$466K 3,419 – –
RJT
70
Raymond James Trust
Florida
$456K 3,342 +1,027 +44%
TC
71
TownSquare Capital
Utah
$446K 3,060 +208 +7%
GWA
72
Guidant Wealth Advisors
Illinois
$408K 2,992 – –
DI
73
DFPG Investments
Utah
$394K 3,015 +359 +14%
PAG
74
Private Advisor Group
New Jersey
$386K 2,828 -725 -20%
CWS
75
Cypress Wealth Services
California
$385K 2,821 +49 +2%
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3
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