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iShares US Financial Services ETF
IYG

Overview Fund Activity

149 hedge funds and large institutions have $972M invested in iShares US Financial Services ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
47
Reduced
39
Closed
16
Calls
$1.55M
Puts
$653K
Net Calls
+$894K
Net Calls Change
+$754K

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.17M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.1M
3
BTS
3
BB&T Securities
Virginia
$42.8M
4
Bank of America
4
Bank of America
North Carolina
$106M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$96.6M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
CS
3
Credit Suisse
Switzerland
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.09M
5
UBS Group
5
UBS Group
Switzerland
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$344K +$112K +2,520 +48%
US Bancorp
77
US Bancorp
Minnesota
$312K – – –
Northern Trust
78
Northern Trust
Illinois
$297K -$17.8K -402 -6%
HFS
79
HL Financial Services
Kentucky
$276K +$276K +6,204 New
IA
80
IFP Advisors
Florida
$267K +$267 +6 +0.1%
Bessemer Group
81
Bessemer Group
New Jersey
$248K – – –
Mariner
82
Mariner
Kansas
$247K +$247K +5,550 New
CA
83
Cetera Advisors
Colorado
$243K -$15.3K -342 -6%
ALIONA
84
Allianz Life Insurance of North America
Minnesota
$240K -$40K -900 -14%
TRCT
85
Tower Research Capital (TRC)
New York
$240K +$240K +5,391 New
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$238K +$31.3K +705 +15%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$234K +$20K +450 +9%
FAAS
88
First Allied Advisory Services
California
$229K +$132 +3 +0.1%
CIA
89
Capital Investment Advisors
Georgia
$214K -$10K -225 -4%
SMFS
90
Squar Milner Financial Services
California
$213K – – –
AI
91
Atria Investments
North Carolina
$211K -$70.8K -1,596 -25%
VA
92
Valmark Advisers
Ohio
$208K -$28.1K -630 -12%
Creative Planning
93
Creative Planning
Kansas
$206K – – –
SIM
94
Sterling Investment Management
Arizona
$206K – – –
NA
95
NewEdge Advisors
Louisiana
$206K +$206K +4,638 New
Citigroup
96
Citigroup
New York
$201K +$31.9K +720 +19%
CCT
97
Country Club Trust
Missouri
$201K +$201K +4,530 New
FANJ
98
Financial Architects (New Jersey)
New Jersey
$200K – – –
QCIG
99
Quad-Cities Investment Group
Iowa
$195K +$132 +3 +0.1%
CWM
100
Cornerstone Wealth Management
Missouri
$178K -$61.3K -22,308 -26%
2 3
4
5 6