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iShares US Financial Services ETF
IYG

Overview Fund Activity

221 hedge funds and large institutions have $1.37B invested in iShares US Financial Services ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
102
Reduced
55
Closed
28
Calls
$246K
Puts
$1.34M
Net Calls
-$1.09M
Net Calls Change
-$1.62M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$338M
2
AS
2
Altshuler Shaham
Israel
$28.5M
3
IDA
3
Intelligence Driven Advisers
California
$9.56M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$9.32M
5
ECM
5
ETrade Capital Management
Virginia
$25.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.7M
2
RIG
2
RiverFront Investment Group
Virginia
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$92.4M
4
RJA
4
Raymond James & Associates
Florida
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
76
Liberty Wealth Management
California
$1.55M +$354K +8,700 +30%
AAS
77
Avantax Advisory Services
Texas
$1.52M +$1.13M +27,942 +295%
EH
78
Equitable Holdings
New York
$1.43M +$206K +5,067 +17%
CAM
79
Cypress Asset Management
Texas
$1.35M -$826K -20,289 -38%
FFN
80
Focus Financial Network
Minnesota
$1.35M +$364K +8,940 +37%
SCA
81
Snowden Capital Advisors
New York
$1.35M -$80.3K -1,974 -6%
RA
82
RFG Advisory
Alabama
$1.29M +$1.29M +31,734 New
HGWM
83
Horst & Graben Wealth Management
Oregon
$1.28M +$335K +8,229 +35%
LFG
84
LifePlan Financial Group
Ohio
$1.23M +$26.5K +651 +2%
WP
85
WealthShield Partners
North Carolina
$1.2M +$185K +4,545 +18%
PP
86
Patten & Patten
Tennessee
$1.16M +$15.3K +375 +1%
PFA
87
Pettinga Financial Advisors
Indiana
$1.16M +$586K +14,412 +102%
CAM
88
Concorde Asset Management
Michigan
$1.13M +$66.3K +1,629 +6%
SMG
89
Smart Money Group
Texas
$1.13M +$1.13M +27,687 New
APW
90
Austin Private Wealth
Texas
$1.05M +$408K +10,032 +64%
C1AG
91
Client 1st Advisory Group
Florida
$1.02M +$220K +4,830 +27%
AF
92
Advisornet Financial
Minnesota
$1.01M +$90.7K +2,229 +10%
AWM
93
AE Wealth Management
Kansas
$993K -$1.48M -36,429 -60%
SS
94
Simplicity Solutions
Minnesota
$984K -$1.43M -35,256 -59%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$929K -$2.12M -52,044 -69%
TF
96
Trek Financial
Arizona
$902K +$130K +3,186 +17%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$893K -$222K -5,448 -20%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$871K +$74.8K +1,839 +9%
QPWM
99
Quadrant Private Wealth Management
Pennsylvania
$867K +$19.8K +486 +2%
ASN
100
Advisory Services Network
Georgia
$805K -$13.3K -327 -2%
2 3
4
5 6