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iShares US Financial Services ETF
IYG

219 hedge funds and large institutions have $1.28B invested in iShares US Financial Services ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

428% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 18

259% more call options, than puts

Call options by funds: $728K | Put options by funds: $203K

184% more capital invested

Capital invested by funds: $452M → $1.28B (+$830M)

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

54% more funds holding

Funds holding: 142 → 219 (+77)

51.93% more ownership

Funds ownership: 188.49% → 240.42% (+52%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
219
Holders Change
+77
Holders Change %
+54.23%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
95
Increased
59
Reduced
32
Closed
18
Calls
$728K
Puts
$203K
Net Calls
+$525K
Net Calls Change
+$186K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$279M
2
LPL Financial
LPL Financial
California
+$47.9M
3
Bank of America
Bank of America
North Carolina
+$40.3M
4
RIG
RiverFront Investment Group
Virginia
+$33.2M
5
PAS
Park Avenue Securities
New York
+$32.6M

Top Sellers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
-$13.4M
2
Goldman Sachs
Goldman Sachs
New York
-$11M
3
CAM
Cresset Asset Management
Illinois
-$6.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.68M
5
RW
RVW Wealth
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$2.42M +$2.34M +60,837 New
LWA
52
Lineweaver Wealth Advisors
Ohio
$2.4M +$2.32M +60,441 New
SS
53
Simplicity Solutions
Minnesota
$2.37M +$2.28M +59,454 New
OAP
54
One Advisory Partners
Kansas
$2.24M +$2.16M +56,178 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.23M +$1.72M +44,859 +401%
OFG
56
OmniStar Financial Group
North Carolina
$2.23M +$2.15M +56,007 New
JWCA
57
J.W. Cole Advisors
Florida
$2.19M +$2.12M +55,140 New
SMG
58
Spectrum Management Group
Indiana
$2.15M +$2.08M +54,069 New
CAM
59
Cypress Asset Management
Texas
$2.13M -$1.15M -29,850 -36%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.96M +$251K +6,522 +15%
VFM
61
Vivid Financial Management
California
$1.86M +$1.79M +46,644 New
SHJ
62
Sharkey, Howes & Javer
Colorado
$1.83M +$1.76M +45,924 New
CFGS
63
Concourse Financial Group Securities
Alabama
$1.76M +$1.65M +42,936 +3,525%
FAAS
64
First Allied Advisory Services
California
$1.7M +$1.14M +29,616 +227%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M -$93.4K -2,430 -6%
HPC
66
Hobart Private Capital
North Carolina
$1.63M +$1.58M +40,995 New
UCFA
67
United Capital Financial Advisors
Texas
$1.58M -$123K -3,213 -8%
CS
68
Comerica Securities
Michigan
$1.55M +$1.5M +38,931 New
TFF
69
The Family Firm
Maryland
$1.54M +$75.2K +1,956 +5%
HFA
70
High Falls Advisors
New York
$1.53M +$1.48M +38,577 New
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$1.49M +$599K +15,591 +72%
MWM
72
Merriman Wealth Management
Washington
$1.47M +$1.42M +37,014 New
SXL
73
Summit X LLC
Missouri
$1.47M +$1.42M +36,858 New
I
74
INVST
Indiana
$1.42M +$1.38M +36,021 New
BRWA
75
B. Riley Wealth Advisors
Florida
$1.42M +$1.37M +35,721 New
1 2
3
4 5

IYG Hedge Fund Activity: Q2 2020 in Review

219 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2020, worth a combined $1.28B — up 184% from $452M a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new IYG positions and 18 closed out — a net gain of 77 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $279M. The largest seller was McKinley Carter Wealth Services, cutting an estimated $13.4M.

  • 219 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $1.28B of iShares US Financial Services ETF stock for Q2 2020, up 184% quarter-over-quarter.
  • 95 funds opened new iShares US Financial Services ETF positions in Q2 2020 and 18 closed out, a net change of +77 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $279M added.
  • The largest iShares US Financial Services ETF seller in Q2 2020 was McKinley Carter Wealth Services, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.