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iShares US Financial Services ETF
IYG

Overview Fund Activity

140 hedge funds and large institutions have $961M invested in iShares US Financial Services ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+29
Holders Change %
+26.13%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
40
Reduced
33
Closed
6
Calls
$1.02M
Puts
$4.15M
Net Calls
-$3.13M
Net Calls Change
-$1.97M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$17.9M
2
RJA
Raymond James & Associates
Florida
+$9.87M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.48M
4
TSS
Two Sigma Securities
New York
+$4.42M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.11M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$62.4M
2
Bank of America
Bank of America
North Carolina
-$18.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.1M
4
RTS
Round Table Services
New Jersey
-$6.79M
5
LPL Financial
LPL Financial
California
-$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$154K – – –
Citigroup
102
Citigroup
New York
$151K +$98.9K +2,268 +190%
MCM
103
Manchester Capital Management
Vermont
$145K – – –
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$27.9K -633 -16%
IA
105
IFP Advisors
Florida
$130K -$110K -2,535 -46%
APA
106
American Portfolios Advisors
New York
$119K +$119K +2,730 New
CFA
107
Carroll Financial Associates
North Carolina
$114K – – –
VFA
108
Valeo Financial Advisors
Indiana
$109K – – –
LPIC
109
LeJeune Puetz Investment Counsel
Michigan
$106K +$106K +2,436 New
EWM
110
Evercore Wealth Management
New York
$104K – – –
AWM
111
AllSquare Wealth Management
New York
$94K – – –
MWM
112
MinichMacGregor Wealth Management
New York
$69K – – –
IWM
113
IHT Wealth Management
Illinois
$67K – – –
PMFA
114
Plante Moran Financial Advisors
Michigan
$65K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$58K -$656 -15 -1%
EDRH
116
Edmond de Rothschild Holding
Switzerland
$53K – – –
YWP
117
YorkBridge Wealth Partners
New York
$44K – – –
AWMS
118
Advocacy Wealth Management Services
Georgia
$34K – – –
HI
119
Hudock Inc
Pennsylvania
$29K – – –
BBHC
120
Brown Brothers Harriman & Co
New York
$24K – – –
1IA
121
1834 Investment Advisors
Wisconsin
$22K +$22K +507 New
PAI
122
Pittenger & Anderson Inc
Nebraska
$20K – – –
PGWM
123
Parisi Gray Wealth Management
New Jersey
$19K +$19K +429 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
CA
125
Calton & Associates
Florida
$16K +$16K +357 New
2 3 4
5
6