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iShares US Financial Services ETF
IYG

160 hedge funds and large institutions have $813M invested in iShares US Financial Services ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

20% more capital invested

Capital invested by funds: $679M → $813M (+$134M)

11% more funds holding

Funds holding: 144 → 160 (+16)

6.89% more ownership

Funds ownership: 168.67% → 175.56% (+6.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $638K

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
54
Reduced
33
Closed
11
Calls
–
Puts
$638K
Net Calls
-$638K
Net Calls Change
-$868K

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$17.1M
2
Truist Financial
Truist Financial
North Carolina
+$12.1M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$12M
4
RJA
Raymond James & Associates
Florida
+$6.87M
5
QA
Quantitative Advantage
Minnesota
+$6.64M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$4.58M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
3
Morgan Stanley
Morgan Stanley
New York
-$2.35M
4
CAM
Cypress Asset Management
Texas
-$2.27M
5
Jane Street
Jane Street
New York
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$228K – – –
PPP
102
Private Portfolio Partners
New Jersey
$228K – – –
WS
103
Wedbush Securities
California
$227K +$215K +4,485 New
SIC
104
Samalin Investment Counsel
New York
$225K +$214K +4,452 New
HAS
105
HBW Advisory Services
California
$223K +$212K +4,404 New
DWM
106
Dakota Wealth Management
Florida
$214K +$203K +4,230 New
MOS
107
MGO One Seven
Ohio
$200K +$191K +3,969 New
GWM
108
Geneos Wealth Management
Colorado
$178K – – –
APA
109
American Portfolios Advisors
New York
$177K +$76.8K +1,599 +84%
SMFS
110
Squar Milner Financial Services
California
$176K +$167K +3,480 New
MCM
111
Manchester Capital Management
Vermont
$169K – – –
VFA
112
Valeo Financial Advisors
Indiana
$166K – – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$149K +$38.6K +804 +37%
CFA
114
Carroll Financial Associates
North Carolina
$132K – – –
EAM
115
Erste Asset Management
Austria
$123K – – –
LPIC
116
LeJeune Puetz Investment Counsel
Michigan
$123K – – –
AWM
117
AllSquare Wealth Management
New York
$122K – – –
EIP
118
Ellis Investment Partners
Pennsylvania
$121K +$288 +6 +0.3%
SFS
119
Sowell Financial Services
Arkansas
$114K -$26.5K -552 -20%
IFWM
120
Institute for Wealth Management
Colorado
$112K +$106K +2,214 New
ACM
121
Allred Capital Management
Texas
$85K +$80.7K +1,680 New
TC
122
Trust Company
Kansas
$85K – – –
Citigroup
123
Citigroup
New York
$67K +$144 +3 +0.2%
PCG
124
Private Capital Group
Connecticut
$66K – – –
CFGS
125
Concourse Financial Group Securities
Alabama
$62K +$47.7K +993 +441%
3 4
5
6 7

IYG Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2019, worth a combined $813M — up 20% from $679M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYG positions and 11 closed out — a net gain of 19 holders — while 54 added to existing stakes and 33 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $17.1M. The largest seller was Credit Suisse, exiting entirely with an estimated $4.58M sold.

  • 160 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $813M of iShares US Financial Services ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 30 funds opened new iShares US Financial Services ETF positions in Q4 2019 and 11 closed out, a net change of +19 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2019 was RiverFront Investment Group, an estimated $17.1M added.
  • The largest iShares US Financial Services ETF seller in Q4 2019 was Credit Suisse, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2019.