We are live on ! Find out more
IYG icon

iShares US Financial Services ETF
IYG

219 hedge funds and large institutions have $1.28B invested in iShares US Financial Services ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

428% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 18

259% more call options, than puts

Call options by funds: $728K | Put options by funds: $203K

184% more capital invested

Capital invested by funds: $452M → $1.28B (+$830M)

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

54% more funds holding

Funds holding: 142 → 219 (+77)

51.93% more ownership

Funds ownership: 188.49% → 240.42% (+52%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
219
Holders Change
+77
Holders Change %
+54.23%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
95
Increased
59
Reduced
32
Closed
18
Calls
$728K
Puts
$203K
Net Calls
+$525K
Net Calls Change
+$186K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$279M
2
LPL Financial
LPL Financial
California
+$47.9M
3
Bank of America
Bank of America
North Carolina
+$40.3M
4
RIG
RiverFront Investment Group
Virginia
+$33.2M
5
PAS
Park Avenue Securities
New York
+$32.6M

Top Sellers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
-$13.4M
2
Goldman Sachs
Goldman Sachs
New York
-$11M
3
CAM
Cresset Asset Management
Illinois
-$6.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.68M
5
RW
RVW Wealth
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$1.39M +$1.35M +35,046 New
Prudential Financial
77
Prudential Financial
New Jersey
$1.38M +$1.34M +34,767 New
FCA
78
FLC Capital Advisors
California
$1.23M +$1.17M +30,489 New
EH
79
Equitable Holdings
New York
$1.2M +$1.15M +30,036 New
PWA
80
Physician Wealth Advisors
Utah
$1.18M +$1.08M +28,164 New
SB
81
Strategic Blueprint
Georgia
$1.18M +$1.14M +29,712 New
LFG
82
LifePlan Financial Group
Ohio
$1.17M +$1.13M +29,502 New
LWM
83
Liberty Wealth Management
California
$1.17M +$1.13M +29,430 New
FAIM
84
Financial Advocates Investment Management
Washington
$1.15M +$1.87M +48,552 New
PP
85
Patten & Patten
Tennessee
$1.12M -$46.1K -1,200 -4%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$1.09M +$311K +8,097 +42%
CAM
87
Concorde Asset Management
Michigan
$1.04M +$1.01M +26,208 New
CWS
88
Cypress Wealth Services
California
$1.03M +$994K +25,857 New
WP
89
WealthShield Partners
North Carolina
$994K +$960K +24,981 New
FFN
90
Focus Financial Network
Minnesota
$965K +$448K +11,664 +93%
HGWM
91
Horst & Graben Wealth Management
Oregon
$926K +$894K +23,271 New
AF
92
Advisornet Financial
Minnesota
$896K +$865K +22,503 New
IWM
93
IHT Wealth Management
Illinois
$866K +$836K +21,768 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$848K -$209K -5,430 -20%
QPWM
95
Quadrant Private Wealth Management
Pennsylvania
$829K +$476K +12,393 +147%
CWA
96
Capital Wealth Alliance
Arizona
$818K -$395K -10,281 -33%
TI
97
Trexquant Investment
Connecticut
$808K +$780K +20,292 New
ASN
98
Advisory Services Network
Georgia
$801K +$536K +13,953 +226%
CCA
99
Cobblestone Capital Advisors
New York
$788K – – –
Baird Financial Group
100
Baird Financial Group
Wisconsin
$779K +$311K +8,094 +71%
2 3
4
5 6

IYG Hedge Fund Activity: Q2 2020 in Review

219 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2020, worth a combined $1.28B — up 184% from $452M a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new IYG positions and 18 closed out — a net gain of 77 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $279M. The largest seller was McKinley Carter Wealth Services, cutting an estimated $13.4M.

  • 219 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $1.28B of iShares US Financial Services ETF stock for Q2 2020, up 184% quarter-over-quarter.
  • 95 funds opened new iShares US Financial Services ETF positions in Q2 2020 and 18 closed out, a net change of +77 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $279M added.
  • The largest iShares US Financial Services ETF seller in Q2 2020 was McKinley Carter Wealth Services, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.