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iShares US Financial Services ETF
IYG

146 hedge funds and large institutions have $994M invested in iShares US Financial Services ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

4% more funds holding

Funds holding: 140 → 146 (+6)

3% more capital invested

Capital invested by funds: $961M → $994M (+$32.8M)

7.54% less ownership

Funds ownership: 183.24% → 175.69% (-7.5%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $2.78M

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
50
Reduced
29
Closed
17
Calls
$1.87M
Puts
$2.78M
Net Calls
-$903K
Net Calls Change
+$2.23M

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$17.4M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$14.9M
3
Bank of America
Bank of America
North Carolina
+$14.3M
4
BTS
BB&T Securities
Virginia
+$10.7M
5
Goldman Sachs
Goldman Sachs
New York
+$8.24M

Top Sellers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
-$21.6M
2
AP
Advisors Preferred
Maryland
-$18.7M
3
TSS
Two Sigma Securities
New York
-$6.86M
4
RIG
RiverFront Investment Group
Virginia
-$6.34M
5
CS
Credit Suisse
Switzerland
-$5.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$130K – – –
VFA
102
Valeo Financial Advisors
Indiana
$117K +$8.04K +177 +7%
CFA
103
Carroll Financial Associates
North Carolina
$114K – – –
LPIC
104
LeJeune Puetz Investment Counsel
Michigan
$106K – – –
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$96K -$44.3K -975 -30%
AWM
106
AllSquare Wealth Management
New York
$94K – – –
RCAG
107
Rehmann Capital Advisory Group
Michigan
$90K +$93.6K +2,061 New
IWM
108
IHT Wealth Management
Illinois
$86K +$23.6K +519 +35%
BBHC
109
Brown Brothers Harriman & Co
New York
$72K +$50.1K +1,104 +200%
MWM
110
MinichMacGregor Wealth Management
New York
$69K – – –
PMFA
111
Plante Moran Financial Advisors
Michigan
$65K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$58K – – –
PCG
113
Private Capital Group
Connecticut
$57K – – –
CCA
114
Clearwater Capital Advisors
Illinois
$56K +$58.5K +1,287 New
ASN
115
Advisory Services Network
Georgia
$46K +$48.4K +1,065 New
YWP
116
YorkBridge Wealth Partners
New York
$40K -$4.77K -105 -10%
AP
117
Advisors Preferred
Maryland
$39K -$18.7M -412,506 -100%
AWMS
118
Advocacy Wealth Management Services
Georgia
$34K – – –
BC
119
Bartlett & Co
Ohio
$34K +$35.3K +777 New
BCWM
120
Bartlett & Co Wealth Management
Ohio
$33.9K +$35.3K +777 New
HI
121
Hudock Inc
Pennsylvania
$29K – – –
NWM
122
Northwest Wealth Management
Iowa
$27K +$28.1K +618 New
MGIA
123
Moneta Group Investment Advisors
Missouri
$23K +$23.8K +525 New
MSA
124
Marino Stram & Associates
Massachusetts
$23K +$24K +528 New
1IA
125
1834 Investment Advisors
Wisconsin
$22K – – –
3 4
5
6 7

IYG Hedge Fund Activity: Q1 2018 in Review

146 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q1 2018, worth a combined $994M — up 3.4% from $961M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYG positions and 17 closed out — a net gain of 7 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $17.4M. The largest seller was Meitav Investment House, cutting an estimated $21.6M.

  • 146 institutional investors held iShares US Financial Services ETF (IYG) as of Q1 2018, up from 140 in Q4 2017.
  • Funds reported $994M of iShares US Financial Services ETF stock for Q1 2018, up 3.4% quarter-over-quarter.
  • 24 funds opened new iShares US Financial Services ETF positions in Q1 2018 and 17 closed out, a net change of +7 holders.
  • The largest iShares US Financial Services ETF buyer in Q1 2018 was Allianz Asset Management, an estimated $17.4M added.
  • The largest iShares US Financial Services ETF seller in Q1 2018 was Meitav Investment House, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2018.