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iShares US Financial Services ETF
IYG

Overview Fund Activity

144 hedge funds and large institutions have $679M invested in iShares US Financial Services ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
28
Reduced
62
Closed
17
Calls
$1.39M
Puts
$1.16M
Net Calls
+$230K
Net Calls Change
-$1M

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$4.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.7M
3
SI
3
Stephens Inc
Arkansas
$6.79M
4
LPL Financial
4
LPL Financial
California
$17.7M
5
KCM
5
Karp Capital Management
California
$4.48M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$4.58M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.71M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cordatus Wealth Management
Pennsylvania
$375K 8,256 – –
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$349K 7,677 +6 +0.1%
HighTower Advisors
78
HighTower Advisors
Illinois
$334K 7,329 -6,417 -47%
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$314K 6,900 – –
NFG
80
Next Financial Group
Texas
$307K 6,741 +3 +0%
S
81
Surevest
California
$290K 6,372 -546 -8%
CF
82
Centaurus Financial
California
$289K 6,354 -666 -9%
GIA
83
Gladstone Institutional Advisory
Florida
$288K 6,327 -507 -7%
RIA
84
Realta Investment Advisors
Delaware
$277K 6,093 +273 +5%
AC
85
Abbrea Capital
California
$273K 6,000 – –
VFA
86
Voya Financial Advisors
Connecticut
$262K 5,760 -528 -8%
US Bancorp
87
US Bancorp
Minnesota
$253K 5,577 -288 -5%
NA
88
NewEdge Advisors
Louisiana
$252K 5,526 +5,526 New
AA
89
AlphaMark Advisors
Kentucky
$249K 5,478 +2,400 +78%
AIA
90
Arbor Investment Advisors
North Carolina
$232K 5,100 – –
CIA
91
Capital Investment Advisors
Georgia
$219K 4,815 – –
Creative Planning
92
Creative Planning
Kansas
$211K 4,638 +75 +2%
PPP
93
Private Portfolio Partners
New Jersey
$205K 4,512 -87 -2%
FANJ
94
Financial Architects (New Jersey)
New Jersey
$205K 4,500 – –
CA
95
Cetera Advisors
Colorado
$200K 4,371 -1,266 -22%
GWM
96
Geneos Wealth Management
Colorado
$160K 3,525 – –
QCIG
97
Quad-Cities Investment Group
Iowa
$154K 3,372 -150 -4%
MCM
98
Manchester Capital Management
Vermont
$152K 3,345 – –
BFEC
99
Benjamin F. Edwards & Company
Missouri
$150K 3,300 +3,216 +3,829%
VFA
100
Valeo Financial Advisors
Indiana
$149K 3,273 – –
2 3
4
5 6