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iShares US Financial Services ETF
IYG

Overview Fund Activity

144 hedge funds and large institutions have $679M invested in iShares US Financial Services ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
28
Reduced
62
Closed
17
Calls
$1.39M
Puts
$1.16M
Net Calls
+$230K
Net Calls Change
-$1M

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$4.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.7M
3
SI
3
Stephens Inc
Arkansas
$6.79M
4
LPL Financial
4
LPL Financial
California
$17.7M
5
KCM
5
Karp Capital Management
California
$4.48M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$4.58M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.71M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$140K 3,138 – –
SFS
102
Sowell Financial Services
Arkansas
$127K 2,802 +2,802 New
CFA
103
Carroll Financial Associates
North Carolina
$119K 2,625 – –
LPIC
104
LeJeune Puetz Investment Counsel
Michigan
$111K 2,436 – –
EAM
105
Erste Asset Management
Austria
$111K 2,433 +2,433 New
AWM
106
AllSquare Wealth Management
New York
$109K 2,406 – –
EIP
107
Ellis Investment Partners
Pennsylvania
$105K 2,370 -759 -24%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$98K 2,145 – –
APA
109
American Portfolios Advisors
New York
$86.1K 1,893 – –
TC
110
Trust Company
Kansas
$76K 1,677 -2,010 -55%
TRCT
111
Tower Research Capital (TRC)
New York
$75K 1,641 -51,516 -97%
PMFA
112
Plante Moran Financial Advisors
Michigan
$68K 1,500 – –
Citigroup
113
Citigroup
New York
$60K 1,320 -321 -20%
PCG
114
Private Capital Group
Connecticut
$60K 1,317 – –
FA
115
Financial Advantage
Maryland
$60K 1,320 +1,320 New
AA
116
Advisory Alpha
Michigan
$42.3K 960 +960 New
CAM
117
CenterStar Asset Management
Illinois
– – – –
CFG
118
Citizens Financial Group
Rhode Island
$38K 828 +828 New
AWMS
119
Advocacy Wealth Management Services
Georgia
$36K 783 – –
HI
120
Hudock Inc
Pennsylvania
$29K 651 – –
FCFS
121
First Command Financial Services
Texas
$29K 633 – –
FCB
122
First Command Bank
Texas
$29K 633 – –
S
123
SignatureFD
Georgia
$29K 633 +600 +1,818%
CFB
124
Cullen/Frost Bankers
Texas
$27K 600 – –
CIAS
125
Capital Investment Advisory Services
North Carolina
$25K 546 -270 -33%
3 4
5
6 7