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iShares US Financial Services ETF
IYG

148 hedge funds and large institutions have $849M invested in iShares US Financial Services ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9.95% more ownership

Funds ownership: 178.2% → 188.15% (+9.9%)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 149 → 148 (-1)

13% less capital invested

Capital invested by funds: $972M → $849M (-$123M)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
45
Closed
32
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.67M

Top Buyers

Rank Fund Capital Flow
1
FWCM
Ferguson Wellman Capital Management
Oregon
+$26.1M
2
TC
Trust Company
Kansas
+$9.18M
3
BCI
Brinker Capital Investments
Pennsylvania
+$7.55M
4
Bank of America
Bank of America
North Carolina
+$5.43M
5
BTS
BB&T Securities
Virginia
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$17M
2
Morgan Stanley
Morgan Stanley
New York
-$12.4M
3
BHB
Bank Hapoalim BM
Israel
-$5.71M
4
QA
Quantitative Advantage
Minnesota
-$5.58M
5
RIG
RiverFront Investment Group
Virginia
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$152K -$78K -1,890 -32%
MCM
102
Manchester Capital Management
Vermont
$145K – – –
W
103
WealthOne
New York
$141K +$155K +3,765 New
QCIG
104
Quad-Cities Investment Group
Iowa
$130K -$37K -897 -20%
GWM
105
Geneos Wealth Management
Colorado
$130K -$866 -21 -0.6%
MOS
106
MGO One Seven
Ohio
$125K +$138K +3,345 New
VFA
107
Valeo Financial Advisors
Indiana
$122K +$24.7K +600 +22%
CFA
108
Carroll Financial Associates
North Carolina
$101K – – –
BCA
109
Berman Capital Advisors
Georgia
$95K +$105K +2,538 New
AWM
110
AllSquare Wealth Management
New York
$90K – – –
APA
111
American Portfolios Advisors
New York
$88.9K -$62.2K -1,509 -39%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$80K +$27.6K +669 +45%
Citigroup
113
Citigroup
New York
$73K -$106K -2,577 -57%
BWM
114
BerganKDV Wealth Management
Minnesota
$73K -$22.8K -552 -22%
PMFA
115
Plante Moran Financial Advisors
Michigan
$56K – – –
PCG
116
Private Capital Group
Connecticut
$49K – – –
KPW
117
Kore Private Wealth
New York
$41K +$44.8K +1,086 New
PCM
118
Princeton Capital Management
New Jersey
$36K – – –
CIAS
119
Capital Investment Advisory Services
North Carolina
$31K +$33.7K +816 New
CFA
120
Clarfeld Financial Advisors
New York
$31K +$33.8K +819 New
ASN
121
Advisory Services Network
Georgia
$29K -$495 -12 -2%
AWMS
122
Advocacy Wealth Management Services
Georgia
$29K – – –
YWP
123
YorkBridge Wealth Partners
New York
$28K – – –
WCM
124
WealthBridge Capital Management
Ohio
$26K +$29.1K +705 New
HI
125
Hudock Inc
Pennsylvania
$24K -$371 -9 -1%
3 4
5
6 7

IYG Hedge Fund Activity: Q4 2018 in Review

148 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2018, worth a combined $849M — down 13% from $972M a quarter earlier.

Fund positioning in IYG was balanced in Q4 2018: 32 funds opened new positions, 32 closed out, 39 added to existing stakes and 45 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $26.1M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $17M sold.

  • 148 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2018, down from 149 in Q3 2018.
  • Funds reported $849M of iShares US Financial Services ETF stock for Q4 2018, down 13% quarter-over-quarter.
  • 32 funds opened new iShares US Financial Services ETF positions in Q4 2018 and 32 closed out, a net change of 0 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2018 was Ferguson Wellman Capital Management, an estimated $26.1M added.
  • The largest iShares US Financial Services ETF seller in Q4 2018 was Allianz Asset Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2018.