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iShares US Financial Services ETF
IYG

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

88% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 26

6.02% more ownership

Funds ownership: 142.4% → 148.42% (+6%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $630M → $645M (+$14.2M)

0% more funds holding

Funds holding: 115 → 115 (0)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

58% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $3.54M

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
BB&T Securities
Virginia
+$5.8M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.94M
3
UBS Group
UBS Group
Switzerland
+$2.74M
4
Goldman Sachs
Goldman Sachs
New York
+$2.33M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.12M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$11.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.22M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.15M
4
Morgan Stanley
Morgan Stanley
New York
-$3.18M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$228K +$29.3K +807 +15%
FA
77
FDx Advisors
Illinois
$224K -$12K -330 -5%
Bessemer Group
78
Bessemer Group
New Jersey
$211K -$78.3K -2,154 -28%
IWA
79
Intercontinental Wealth Advisors
Texas
$206K +$198K +5,448 New
IA
80
IFP Advisors
Florida
$197K -$1.32M -36,384 -87%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$170K – – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$160K -$19.4K -534 -11%
Creative Planning
83
Creative Planning
Kansas
$159K -$87.3K -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 +$67.2K +1,848 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$70K +$61.9K +1,704 +1,159%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$63.5K +1,746 New
NFG
92
Next Financial Group
Texas
$65K +$7.96K +219 +15%
MWM
93
MinichMacGregor Wealth Management
New York
$60K – – –
WA
94
WFG Advisors
Texas
$59K +$10K +276 +21%
PMFA
95
Plante Moran Financial Advisors
Michigan
$57K – – –
CG
96
Cutler Group
California
$40K +$38.8K +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 +$10.5K +288 +59%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$27K -$6.11K -168 -19%
2 3
4
5 6

IYG Hedge Fund Activity: Q2 2017 in Review

115 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2017, worth a combined $645M — up 2.3% from $630M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IYG positions and 15 closed out — a net gain of 1 holder — while 49 added to existing stakes and 26 trimmed.

The largest buyer was BB&T Securities, adding an estimated $5.8M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $11.5M.

  • 115 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $645M of iShares US Financial Services ETF stock for Q2 2017, up 2.3% quarter-over-quarter.
  • 16 funds opened new iShares US Financial Services ETF positions in Q2 2017 and 15 closed out, a net change of +1 holder.
  • The largest iShares US Financial Services ETF buyer in Q2 2017 was BB&T Securities, an estimated $5.8M added.
  • The largest iShares US Financial Services ETF seller in Q2 2017 was Harel Insurance Investments & Financial Services, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2017.