IYG icon

iShares US Financial Services ETF

115 hedge funds and large institutions have $630M invested in iShares US Financial Services ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
53
Reduced
23
Closed
7
Calls
$2.23M
Puts
$2.22M
Net Calls
+$10K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$247K +$12.4K +342 +5%
Creative Planning
77
Creative Planning
Kansas
$240K +$233K +6,396 +3,135%
FA
78
FDx Advisors
Illinois
$228K -$7.32K -201 -3%
RJT
79
Raymond James Trust
Florida
$219K +$219K +6,012 New
VFA
80
Voya Financial Advisors
Connecticut
$216K -$136K -3,765 -39%
PP
81
PagnatoKarp Partners
Virginia
$207K +$207K +5,682 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$190K +$56K +1,545 +42%
IWM
83
IHT Wealth Management
Illinois
$182K +$153K +3,897 +530%
BTIS
84
BB&T Investment Services
North Carolina
$171K +$159K +4,347 +1,271%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$20.1K +561 +14%
FANJ
86
Financial Architects (New Jersey)
New Jersey
$164K
GWM
87
Geneos Wealth Management
Colorado
$128K
EDRH
88
Edmond de Rothschild Holding
Switzerland
$124K
MCM
89
Manchester Capital Management
Vermont
$122K
CFA
90
Carroll Financial Associates
North Carolina
$95K
EWM
91
Evercore Wealth Management
New York
$87K -$21.8K -600 -20%
MWM
92
MinichMacGregor Wealth Management
New York
$57K
PMFA
93
Plante Moran Financial Advisors
Michigan
$55K
NFG
94
Next Financial Group
Texas
$54K -$35.4K -984 -40%
WA
95
WFG Advisors
Texas
$47K +$5.04K +138 +12%
YWP
96
YorkBridge Wealth Partners
New York
$37K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$32K +$14.8K +402 +86%
AWMS
98
Advocacy Wealth Management Services
Georgia
$28K +$18.2K +510 +187%
Simplex Trading
99
Simplex Trading
Illinois
$27K +$633 +18 +2%
HI
100
Hudock Inc
Pennsylvania
$24K +$14.9K +414 +162%