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iShares US Financial Services ETF
IYG

Overview Fund Activity

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
Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.16%
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

1
RIG
1
RiverFront Investment Group
Virginia
$153M
2
Truist Financial
2
Truist Financial
North Carolina
$12.8M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$12.7M
4
RJA
4
Raymond James & Associates
Florida
$49.7M
5
QA
5
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.4M
4
CAM
4
Cypress Asset Management
Texas
$4.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$228K – – –
PPP
102
Private Portfolio Partners
New Jersey
$228K – – –
WS
103
Wedbush Securities
California
$227K +$227K +4,485 New
SIC
104
Samalin Investment Counsel
New York
$225K +$225K +4,452 New
HAS
105
HBW Advisory Services
California
$223K +$223K +4,404 New
DWM
106
Dakota Wealth Management
Florida
$214K +$214K +4,230 New
MOS
107
MGO One Seven
Ohio
$200K +$200K +3,969 New
GWM
108
Geneos Wealth Management
Colorado
$178K – – –
APA
109
American Portfolios Advisors
New York
$177K +$80.9K +1,599 +84%
SMFS
110
Squar Milner Financial Services
California
$176K +$176K +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 +$40.6K +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 +$306 +6 +0.3%
SFS
119
Sowell Financial Services
Arkansas
$114K -$28K -552 -20%
IFWM
120
Institute for Wealth Management
Colorado
$112K +$112K +2,214 New
ACM
121
Allred Capital Management
Texas
$85K +$85K +1,680 New
TC
122
Trust Company
Kansas
$85K – – –
Citigroup
123
Citigroup
New York
$67K +$152 +3 +0.2%
PCG
124
Private Capital Group
Connecticut
$66K – – –
CFGS
125
Concourse Financial Group Securities
Alabama
$62K +$50.5K +993 +441%
3 4
5
6 7