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iShares US Financial Services ETF
IYG

Overview Fund Activity

148 hedge funds and large institutions have $687M invested in iShares US Financial Services ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
30
Reduced
59
Closed
20
Calls
$2.45M
Puts
$1.22M
Net Calls
+$1.23M
Net Calls Change
-$2.3M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$13.4M
2
CAM
2
Cypress Asset Management
Texas
$6.51M
3
FTS
3
Fifth Third Securities
Ohio
$1.87M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$2.91M
5
HCM
5
Hilton Capital Management
New York
$765K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$54.4M
3
BTS
3
BB&T Securities
Virginia
$8.13M
4
RJA
4
Raymond James & Associates
Florida
$37.7M
5
WA
5
WestEnd Advisors
North Carolina
$5.49K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
76
Cypress Wealth Services
California
$371K +$9.64K +216 +3%
CWM
77
Cordatus Wealth Management
Pennsylvania
$368K – – –
DI
78
DFPG Investments
Utah
$362K +$362K +7,968 New
GW
79
GW & Wade
Massachusetts
$358K – – –
KFGK
80
Keystone Financial Group (Kentucky)
Kentucky
$342K -$3.08K -69 -0.9%
CF
81
Centaurus Financial
California
$313K +$287K +6,426 +1,082%
RJT
82
Raymond James Trust
Florida
$310K -$112K -2,514 -27%
S
83
Surevest
California
$309K -$634K -14,187 -67%
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$307K – – –
Mariner
85
Mariner
Kansas
$305K +$57.3K +1,284 +23%
GIA
86
Gladstone Institutional Advisory
Florida
$305K +$305K +6,834 New
NFG
87
Next Financial Group
Texas
$301K +$288K +6,456 +2,289%
VFA
88
Voya Financial Advisors
Connecticut
$276K -$35K -798 -11%
AC
89
Abbrea Capital
California
$268K – – –
US Bancorp
90
US Bancorp
Minnesota
$262K -$64.9K -1,452 -20%
RIA
91
Realta Investment Advisors
Delaware
$259K -$2.14K -48 -0.8%
CA
92
Cetera Advisors
Colorado
$251K -$18.4K -414 -7%
AIA
93
Arbor Investment Advisors
North Carolina
$228K – – –
CIA
94
Capital Investment Advisors
Georgia
$215K – – –
PPP
95
Private Portfolio Partners
New Jersey
$205K +$205K +4,599 New
Creative Planning
96
Creative Planning
Kansas
$204K -$33.3K -744 -14%
FANJ
97
Financial Architects (New Jersey)
New Jersey
$201K – – –
CWA
98
Clarus Wealth Advisors
Arizona
$188K +$3.08K +69 +2%
TC
99
Trust Company
Kansas
$165K -$165K -3,696 -50%
SMFS
100
Squar Milner Financial Services
California
$164K -$30.8K -690 -16%
2 3
4
5 6