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iShares US Financial Services ETF
IYG

149 hedge funds and large institutions have $972M invested in iShares US Financial Services ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $653K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

4% more funds holding

Funds holding: 143 → 149 (+6)

1.11% more ownership

Funds ownership: 177.08% → 178.2% (+1.1%)

1% more capital invested

Capital invested by funds: $961M → $972M (+$11.2M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
47
Reduced
39
Closed
16
Calls
$1.55M
Puts
$653K
Net Calls
+$894K
Net Calls Change
+$754K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.29M
2
Morgan Stanley
Morgan Stanley
New York
+$5.76M
3
BTS
BB&T Securities
Virginia
+$4.26M
4
Bank of America
Bank of America
North Carolina
+$4.09M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
-$12.3M
2
BCI
Brinker Capital Investments
Pennsylvania
-$8.69M
3
CS
Credit Suisse
Switzerland
-$7.65M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.51M
5
UBS Group
UBS Group
Switzerland
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$173K +$15.3K +339 +10%
GWM
102
Geneos Wealth Management
Colorado
$157K – – –
MCM
103
Manchester Capital Management
Vermont
$149K – – –
CFA
104
Carroll Financial Associates
North Carolina
$116K – – –
VFA
105
Valeo Financial Advisors
Indiana
$112K – – –
BWM
106
BerganKDV Wealth Management
Minnesota
$111K – – –
LPIC
107
LeJeune Puetz Investment Counsel
Michigan
$108K – – –
AWM
108
AllSquare Wealth Management
New York
$107K +$11K +243 +11%
RCAG
109
Rehmann Capital Advisory Group
Michigan
$91.6K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$89K +$68.1K +1,506 +301%
GP
111
Girard Partners
Pennsylvania
$75K +$77.4K +1,710 New
PMFA
112
Plante Moran Financial Advisors
Michigan
$67K – – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$66K -$27.7K -612 -29%
PCG
114
Private Capital Group
Connecticut
$58K – – –
PCM
115
Princeton Capital Management
New Jersey
$43K +$23.6K +522 +116%
MWM
116
MinichMacGregor Wealth Management
New York
$42K -$29.2K -645 -41%
SFM
117
Signet Financial Management
New Jersey
$40K +$40.7K +900 New
Simplex Trading
118
Simplex Trading
Illinois
$37K – – –
AWMS
119
Advocacy Wealth Management Services
Georgia
$35K – – –
ASN
120
Advisory Services Network
Georgia
$35K +$35.6K +786 New
YWP
121
YorkBridge Wealth Partners
New York
$33K -$6.79K -150 -17%
IGGA
122
Iron Gate Global Advisors
Utah
$33K – – –
HI
123
Hudock Inc
Pennsylvania
$29K – – –
NWM
124
Northwest Wealth Management
Iowa
$27K – – –
SFSIG
125
San Francisco Sentry Investment Group
California
$24K – – –
3 4
5
6 7

IYG Hedge Fund Activity: Q3 2018 in Review

149 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2018, worth a combined $972M — up 1.2% from $961M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYG positions and 16 closed out — a net gain of 6 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.29M. The largest seller was Meitav Investment House, exiting entirely with an estimated $12.3M sold.

  • 149 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $972M of iShares US Financial Services ETF stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 22 funds opened new iShares US Financial Services ETF positions in Q3 2018 and 16 closed out, a net change of +6 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2018 was Jane Street, an estimated $6.29M added.
  • The largest iShares US Financial Services ETF seller in Q3 2018 was Meitav Investment House, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2018.