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iShares US Financial Services ETF
IYG

Overview Fund Activity

205 hedge funds and large institutions have $718M invested in iShares US Financial Services ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 92 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
45
Increased
32
Reduced
92
Closed
55
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$1.36M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.6M
2
GM
2
GeoWealth Management
Illinois
$3M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.8M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.81M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Bank of America
3
Bank of America
North Carolina
$37.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
51
The Family Firm
Maryland
$2.2M +$52.1K +1,008 +2%
DE
52
Day & Ennis
Georgia
$1.84M -$767K -15,339 -29%
DTIM
53
Danda Trouve Investment Management
Kansas
$1.82M +$1.82M +36,300 New
MCWS
54
McKinley Carter Wealth Services
West Virginia
$1.67M +$530K +10,593 +46%
PP
55
Patten & Patten
Tennessee
$1.41M -$18.8K -375 -1%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.39M -$111K -2,223 -7%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$1.37M +$1.37M +27,330 New
AAS
58
Avantax Advisory Services
Texas
$1.24M -$647K -12,852 -34%
CWA
59
Capital Wealth Alliance
Arizona
$1.21M +$217K +4,290 +22%
FFN
60
Focus Financial Network
Minnesota
$1.2M -$459K -9,174 -28%
CC
61
Copperleaf Capital
North Carolina
$1.2M +$1.2M +23,934 New
VAS
62
Vestmark Advisory Solutions
Massachusetts
$1.02M -$79.3K -1,587 -7%
SB
63
Strategic Blueprint
Georgia
$1M -$1.48M -29,649 -60%
CCA
64
Cobblestone Capital Advisors
New York
$990K – – –
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$954K -$113K -2,250 -11%
SWA
66
Stratos Wealth Advisors
Ohio
$916K +$73.1K +1,461 +9%
WP
67
WealthSource Partners
California
$909K -$6.58M -131,682 -88%
KCA
68
Karn Couzens & Associates
Connecticut
$870K +$870K +17,400 New
MFA
69
Mayflower Financial Advisors
Massachusetts
$818K +$818K +16,347 New
IWM
70
IHT Wealth Management
Illinois
$797K +$797K +15,939 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$755K – – –
MML Investors Services
72
MML Investors Services
Massachusetts
$747K -$19.8M -395,310 -96%
GPA
73
Garrison Point Advisors
California
$739K – – –
LGWM
74
Litman Gregory Wealth Management
California
$719K – – –
SFG
75
Summit Financial Group
West Virginia
$667K – – –
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