IYG icon

iShares US Financial Services ETF

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFP Advisors
Florida
$152K -$69.9K -1,890 -32%
MCM
102
Manchester Capital Management
Vermont
$145K
W
103
WealthOne
New York
$141K +$141K +3,765 New
QCIG
104
Quad-Cities Investment Group
Iowa
$130K -$33.1K -897 -20%
GWM
105
Geneos Wealth Management
Colorado
$130K -$774 -21 -0.6%
MOS
106
MGO One Seven
Ohio
$125K +$125K +3,345 New
VFA
107
Valeo Financial Advisors
Indiana
$122K +$22.4K +600 +22%
CFA
108
Carroll Financial Associates
North Carolina
$101K
BCA
109
Berman Capital Advisors
Georgia
$95K +$95K +2,538 New
AWM
110
AllSquare Wealth Management
New York
$90K
APA
111
American Portfolios Advisors
New York
$88.9K -$56.5K -1,509 -39%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$80K +$25K +669 +45%
Citigroup
113
Citigroup
New York
$73K -$96.3K -2,577 -57%
BWM
114
BerganKDV Wealth Management
Minnesota
$73K -$20.7K -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 +$41K +1,086 New
PCM
118
Princeton Capital Management
New Jersey
$36K
CIAS
119
Capital Investment Advisory Services
North Carolina
$31K +$31K +816 New
CFA
120
Clarfeld Financial Advisors
New York
$31K +$31K +819 New
ASN
121
Advisory Services Network
Georgia
$29K -$450 -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 +$26K +705 New
HI
125
Hudock Inc
Pennsylvania
$24K -$324 -9 -1%