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iShares US Financial Services ETF
IYG

Overview Fund Activity

111 hedge funds and large institutions have $866M invested in iShares US Financial Services ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
49
Reduced
25
Closed
13
Calls
$1.73M
Puts
$2.89M
Net Calls
-$1.16M
Net Calls Change
+$901K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$61.5M
2
Bank of America
2
Bank of America
North Carolina
$97.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$76.5M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$14.4M
5
RJA
5
Raymond James & Associates
Florida
$48.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$65.7M
2
TH
2
Timber Hill
Connecticut
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.68M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.3M
5
AG
5
Advisor Group
Arizona
$361K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
76
Bessemer Group
New Jersey
$223K – – –
IA
77
IFP Advisors
Florida
$221K +$12.1K +303 +6%
IWA
78
Intercontinental Wealth Advisors
Texas
$218K – – –
NPC
79
National Planning Corporation
California
$208K -$223K -5,580 -52%
CIA
80
Capital Investment Advisors
Georgia
$206K -$65.2K -1,635 -24%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$180K – – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$156K -$13K -321 -8%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156K +$86.2K +2,157 +124%
GWM
84
Geneos Wealth Management
Colorado
$141K – – –
MCM
85
Manchester Capital Management
Vermont
$134K – – –
BF
86
BOK Financial
Oklahoma
$118K +$118K +2,937 New
CFA
87
Carroll Financial Associates
North Carolina
$106K – – –
VFA
88
Valeo Financial Advisors
Indiana
$100K +$100K +2,496 New
EWM
89
Evercore Wealth Management
New York
$96K – – –
AWM
90
AllSquare Wealth Management
New York
$86K +$86K +2,163 New
AP
91
Advisors Preferred
Maryland
$70K +$70K +1,746 New
MWM
92
MinichMacGregor Wealth Management
New York
$63K – – –
IWM
93
IHT Wealth Management
Illinois
$61K -$661K -16,245 -92%
PMFA
94
Plante Moran Financial Advisors
Michigan
$60K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$54K -$20.5K -510 -28%
EDRH
96
Edmond de Rothschild Holding
Switzerland
$49K -$89K -2,208 -65%
Citigroup
97
Citigroup
New York
$48K +$16.9K +420 +54%
NFG
98
Next Financial Group
Texas
$47K -$22.5K -558 -32%
YWP
99
YorkBridge Wealth Partners
New York
$40K – – –
AWMS
100
Advocacy Wealth Management Services
Georgia
$31K – – –
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4
5