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iShares US Financial Services ETF
IYG

Overview Fund Activity

140 hedge funds and large institutions have $961M invested in iShares US Financial Services ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+29
Holders Change %
+26.13%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
40
Reduced
33
Closed
6
Calls
$1.02M
Puts
$4.15M
Net Calls
-$3.13M
Net Calls Change
-$1.97M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$17.9M
2
RJA
Raymond James & Associates
Florida
+$9.87M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.48M
4
TSS
Two Sigma Securities
New York
+$4.42M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.11M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$62.4M
2
Bank of America
Bank of America
North Carolina
-$18.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.1M
4
RTS
Round Table Services
New Jersey
-$6.79M
5
LPL Financial
LPL Financial
California
-$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$523K +$12.9K +297 +3%
HCM
77
Hilton Capital Management
New York
$499K -$458K – –
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$421K +$421K +9,678 New
RJT
79
Raymond James Trust
Florida
$373K +$101K +2,313 +37%
DWA
80
Dorsey Wright & Associates
California
$363K -$29.2K -672 -7%
GW
81
GW & Wade
Massachusetts
$349K – – –
US Bancorp
82
US Bancorp
Minnesota
$346K +$17.9K +411 +5%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$337K -$9.1M -209,442 -96%
LSAG
84
Lake Street Advisors Group
New Hampshire
$300K +$300K +6,900 New
Northern Trust
85
Northern Trust
Illinois
$275K – – –
HighTower Advisors
86
HighTower Advisors
Illinois
$259K -$20.1K -462 -7%
M&T Bank
87
M&T Bank
New York
$257K +$257K +5,913 New
SMFS
88
Squar Milner Financial Services
California
$253K +$253K +5,391 New
VA
89
Valmark Advisers
Ohio
$247K +$247K +5,676 New
Bessemer Group
90
Bessemer Group
New Jersey
$243K – – –
FA
91
FDx Advisors
Illinois
$242K -$30.3K -696 -11%
CWS
92
Cypress Wealth Services
California
$242K +$242K +5,565 New
IWA
93
Intercontinental Wealth Advisors
Texas
$237K – – –
CIA
94
Capital Investment Advisors
Georgia
$223K -$1.3K -30 -0.6%
BSG
95
Black Swift Group
Colorado
$219K +$219K +5,025 New
SIM
96
Sterling Investment Management
Arizona
$202K +$202K +4,650 New
FANJ
97
Financial Architects (New Jersey)
New Jersey
$196K – – –
FAAS
98
First Allied Advisory Services
California
$195K +$195K +4,506 New
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$191K +$21.2K +486 +12%
MOS
100
MGO One Seven
Ohio
$173K +$173K +3,975 New
2 3
4
5 6