IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

160 hedge funds and large institutions have $813M invested in iShares US Financial Services ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
54
Reduced
33
Closed
11
Calls
–
Puts
$638K
Net Calls
-$638K
Net Calls Change
-$868K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$153M
2
Truist Financial
2
Truist Financial
North Carolina
$12.8M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$12.7M
4
RJA
4
Raymond James & Associates
Florida
$49.7M
5
QA
5
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.4M
4
CAM
4
Cypress Asset Management
Texas
$4.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$470K +$470K +9,291 New
CF
77
Centaurus Financial
California
$451K +$129K +2,559 +40%
CWS
78
Cypress Wealth Services
California
$443K +$14.6K +288 +3%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$429K -$944K -18,654 -69%
Creative Planning
80
Creative Planning
Kansas
$429K +$194K +3,840 +83%
CWM
81
Cordatus Wealth Management
Pennsylvania
$418K – – –
PAG
82
Private Advisor Group
New Jersey
$410K -$19.9K -393 -5%
KFGK
83
Keystone Financial Group (Kentucky)
Kentucky
$389K +$304 +6 +0.1%
NA
84
NewEdge Advisors
Louisiana
$374K +$94.4K +1,866 +34%
HighTower Advisors
85
HighTower Advisors
Illinois
$363K -$8.52K -168 -2%
EFSCE
86
Enterprise Financial Services Corp (EFSC)
Missouri
$349K – – –
NFG
87
Next Financial Group
Texas
$341K +$303 +6 +0.1%
JIC
88
Johnson Investment Counsel
Ohio
$339K +$339K +6,705 New
AA
89
AlphaMark Advisors
Kentucky
$309K +$32K +633 +12%
AC
90
Abbrea Capital
California
$304K – – –
US Bancorp
91
US Bancorp
Minnesota
$297K +$15.2K +300 +5%
VFA
92
Voya Financial Advisors
Connecticut
$293K +$1.52K +30 +0.5%
RIA
93
Realta Investment Advisors
Delaware
$292K -$9.2K -186 -3%
ASN
94
Advisory Services Network
Georgia
$277K +$118K +2,340 +75%
GIA
95
Gladstone Institutional Advisory
Florida
$275K -$45.6K -900 -14%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$259K +$92K +1,818 +55%
AIA
97
Arbor Investment Advisors
North Carolina
$258K – – –
F
98
F3Logic
Minnesota
$252K +$252K +4,950 New
S
99
Surevest
California
$250K -$73.2K -1,443 -23%
CIA
100
Capital Investment Advisors
Georgia
$244K – – –
2 3
4
5 6