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iShares US Financial Services ETF
IYG

Overview Fund Activity

115 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
49
Reduced
26
Closed
15
Calls
$1.47M
Puts
$3.54M
Net Calls
-$2.06M
Net Calls Change
-$2.07M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$13.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$47.1M
3
UBS Group
3
UBS Group
Switzerland
$22.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$68.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$1.03M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.7M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$228K +$30.4K +807 +15%
FA
77
FDx Advisors
Illinois
$224K -$12.5K -330 -5%
Bessemer Group
78
Bessemer Group
New Jersey
$211K -$81.5K -2,154 -28%
IWA
79
Intercontinental Wealth Advisors
Texas
$206K +$206K +5,448 New
IA
80
IFP Advisors
Florida
$197K -$1.37M -36,384 -87%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$170K – – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$160K -$20.4K -534 -11%
Creative Planning
83
Creative Planning
Kansas
$159K -$90.9K -2,400 -36%
GWM
84
Geneos Wealth Management
Colorado
$134K – – –
EDRH
85
Edmond de Rothschild Holding
Switzerland
$129K – – –
MCM
86
Manchester Capital Management
Vermont
$126K – – –
CFA
87
Carroll Financial Associates
North Carolina
$99K – – –
EWM
88
Evercore Wealth Management
New York
$91K – – –
NA
89
NewEdge Advisors
Louisiana
$70.8K +$70.8K +1,848 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$70K +$64.4K +1,704 +1,159%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$66K +1,746 New
NFG
92
Next Financial Group
Texas
$65K +$8.27K +219 +15%
MWM
93
MinichMacGregor Wealth Management
New York
$60K – – –
WA
94
WFG Advisors
Texas
$59K +$10.4K +276 +21%
PMFA
95
Plante Moran Financial Advisors
Michigan
$57K – – –
CG
96
Cutler Group
California
$40K +$40K +1,068 New
YWP
97
YorkBridge Wealth Partners
New York
$38K – – –
AWMS
98
Advocacy Wealth Management Services
Georgia
$30K – – –
Citigroup
99
Citigroup
New York
$29K +$10.8K +288 +59%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$27K -$6.46K -168 -19%
2 3
4
5 6