IYG icon

iShares US Financial Services ETF

148 hedge funds and large institutions have $687M invested in iShares US Financial Services ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
30
Reduced
59
Closed
20
Calls
$2.45M
Puts
$1.22M
Net Calls
+$1.23M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$157K
QCIG
102
Quad-Cities Investment Group
Iowa
$156K +$133 +3 +0.1%
BAM
103
Belpointe Asset Management
Nevada
$151K +$151K +3,381 New
MCM
104
Manchester Capital Management
Vermont
$149K
VFA
105
Valeo Financial Advisors
Indiana
$146K
EIP
106
Ellis Investment Partners
Pennsylvania
$141K +$141K +3,129 New
ASN
107
Advisory Services Network
Georgia
$140K +$88.3K +1,980 +171%
AA
108
AlphaMark Advisors
Kentucky
$137K +$13.5K +303 +11%
CFA
109
Carroll Financial Associates
North Carolina
$117K
LPIC
110
LeJeune Puetz Investment Counsel
Michigan
$109K
AWM
111
AllSquare Wealth Management
New York
$107K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$96K -$2.69K -60 -3%
BWM
113
BerganKDV Wealth Management
Minnesota
$87K
APA
114
American Portfolios Advisors
New York
$84.5K -$36.7K -822 -30%
Citigroup
115
Citigroup
New York
$73K
PMFA
116
Plante Moran Financial Advisors
Michigan
$67K
PCG
117
Private Capital Group
Connecticut
$57K
PCM
118
Princeton Capital Management
New Jersey
$43K
CFGS
119
Concourse Financial Group Securities
Alabama
$39K +$23.5K +525 +152%
CIAS
120
Capital Investment Advisory Services
North Carolina
$37K -$2.72K -60 -7%
AWMS
121
Advocacy Wealth Management Services
Georgia
$35K
YWP
122
YorkBridge Wealth Partners
New York
$33K
HI
123
Hudock Inc
Pennsylvania
$29K
FCFS
124
First Command Financial Services
Texas
$28K
FCB
125
First Command Bank
Texas
$28K