IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

205 hedge funds and large institutions have $718M invested in iShares US Financial Services ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 92 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
45
Increased
32
Reduced
92
Closed
55
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$1.36M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.6M
2
GM
2
GeoWealth Management
Illinois
$3M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.8M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.81M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Bank of America
3
Bank of America
North Carolina
$37.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
76
Client 1st Advisory Group
Florida
$620K -$545K -10,539 -47%
MAWCM
77
Mine & Arao Wealth Creation & Management
California
$612K +$5.26K +105 +0.9%
PCM
78
Pennsylvania Capital Management
Pennsylvania
$583K +$583K +11,025 New
5L
79
55I LLC
Massachusetts
$565K -$10.6M -212,040 -95%
HighTower Advisors
80
HighTower Advisors
Illinois
$560K -$4.46M -89,370 -89%
CWS
81
Cypress Wealth Services
California
$545K +$545K +10,902 New
ASN
82
Advisory Services Network
Georgia
$541K -$450K -8,988 -45%
IDA
83
Intelligence Driven Advisers
California
$514K -$11.2M -224,757 -96%
CF
84
Centaurus Financial
California
$509K -$407K -8,130 -44%
FAIM
85
Financial Advocates Investment Management
Washington
$499K +$169K +2,649 +51%
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$493K -$20.2K -405 -4%
SFS
87
Sowell Financial Services
Arkansas
$488K -$57.6K -1,152 -11%
AA
88
AlphaMark Advisors
Kentucky
$488K -$17.1K -342 -3%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$484K -$9.91K -198 -2%
KAS
90
Kestra Advisory Services
Texas
$467K +$463K +9,348 +10,387%
ANTB
91
AMG National Trust Bank
Colorado
$466K +$300 +6 +0.1%
DI
92
DFPG Investments
Utah
$458K -$20.9K -399 -4%
CRWM
93
Castle Rock Wealth Management
California
$449K +$449K +8,832 New
FCA
94
FLC Capital Advisors
California
$419K -$150K -2,991 -26%
TC
95
TownSquare Capital
Utah
$416K +$416K +8,325 New
PFS
96
Prospera Financial Services
Texas
$413K – – –
CWM
97
Cordatus Wealth Management
Pennsylvania
$413K – – –
BRWA
98
B. Riley Wealth Advisors
Florida
$396K -$1.71M -34,098 -81%
BWM
99
Birchcreek Wealth Management
Ohio
$396K +$396K +7,923 New
LA
100
Legacy Advisors
Pennsylvania
$383K – – –
2 3
4
5 6