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iShares US Financial Services ETF
IYG

Overview Fund Activity

160 hedge funds and large institutions have $813M invested in iShares US Financial Services ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
54
Reduced
33
Closed
11
Calls
–
Puts
$638K
Net Calls
-$638K
Net Calls Change
-$868K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$153M
2
Truist Financial
2
Truist Financial
North Carolina
$12.8M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$12.7M
4
RJA
4
Raymond James & Associates
Florida
$49.7M
5
QA
5
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.4M
4
CAM
4
Cypress Asset Management
Texas
$4.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$1.26M +$656K +12,978 +109%
CWA
52
Capital Wealth Alliance
Arizona
$1.2M +$1.2M +23,994 New
FAAS
53
First Allied Advisory Services
California
$1.01M -$68.4K -1,353 -6%
CCA
54
Cobblestone Capital Advisors
New York
$1M – – –
HIP
55
Harrell Investment Partners
Texas
$942K +$942K +18,624 New
SWP
56
Stratos Wealth Partners
Ohio
$856K -$45.1K -891 -5%
SFG
57
Summit Financial Group
West Virginia
$839K – – –
MML Investors Services
58
MML Investors Services
Massachusetts
$835K +$34K +672 +4%
GPA
59
Garrison Point Advisors
California
$783K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$764K +$681K +13,461 +820%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$755K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$731K +$107K +2,109 +17%
WPA
63
Winning Points Advisors
Florida
$729K – – –
PP
64
Prudential plc
United Kingdom
$686K +$686K +13,560 New
CRWM
65
Castle Rock Wealth Management
California
$616K +$310 +6 +0.1%
MAWCM
66
Mine & Arao Wealth Creation & Management
California
$610K +$610K +12,057 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$582K -$10.5K -207 -2%
HCM
68
Hilton Capital Management
New York
$581K – – –
ANTB
69
AMG National Trust Bank
Colorado
$580K +$61.2K +1,209 +12%
QAM
70
Q3 Asset Management
Michigan
$573K +$573K +11,331 New
FFN
71
Focus Financial Network
Minnesota
$572K -$1.82K -36 -0.3%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$555K -$22.8K -450 -4%
RJT
73
Raymond James Trust
Florida
$520K +$13K +258 +3%
DI
74
DFPG Investments
Utah
$490K +$29.5K +579 +6%
AAS
75
Avantax Advisory Services
Texas
$479K -$180K -3,555 -27%
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