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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $1.28B invested in iShares US Financial Services ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+77
Holders Change %
+54.23%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
95
Increased
59
Reduced
32
Closed
18
Calls
$728K
Puts
$203K
Net Calls
+$525K
Net Calls Change
+$186K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$294M
2
LPL Financial
2
LPL Financial
California
$61.8M
3
Bank of America
3
Bank of America
North Carolina
$91.3M
4
RIG
4
RiverFront Investment Group
Virginia
$131M
5
PAS
5
Park Avenue Securities
New York
$33.8M

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$2.98M
2
Goldman Sachs
2
Goldman Sachs
New York
$60.3M
3
CAM
3
Cresset Asset Management
Illinois
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$548K
5
RW
5
RVW Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
101
Day & Ennis
Georgia
$761K +$761K +19,116 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$755K – – –
TF
103
Trek Financial
Arizona
$755K +$755K +18,978 New
C1AG
104
Client 1st Advisory Group
Florida
$722K +$722K +17,697 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$714K +$714K +17,949 New
SFG
106
Summit Financial Group
West Virginia
$660K – – –
BHWM
107
Bay Harbor Wealth Management
Maryland
$658K +$658K +16,545 New
RIA
108
Regal Investment Advisors
Michigan
$638K +$638K +16,032 New
TPWA
109
TRUE Private Wealth Advisors
Oregon
$627K +$523K +13,152 +506%
APW
110
Austin Private Wealth
Texas
$624K +$624K +15,690 New
NL
111
NWAM LLC
Washington
$601K +$601K +15,111 New
Jane Street
112
Jane Street
New York
$588K -$1.9M -47,862 -76%
GPA
113
Garrison Point Advisors
California
$581K -$597 -15 -0.1%
RCA
114
Rowland Carmichael Advisors
Arizona
$580K +$580K +14,580 New
SWA
115
Stratos Wealth Advisors
Ohio
$575K +$526K +13,212 +1,074%
LGWM
116
Litman Gregory Wealth Management
California
$573K – – –
PFA
117
Pettinga Financial Advisors
Indiana
$563K +$563K +14,148 New
HIM
118
Hanlon Investment Management
New Jersey
$551K +$551K +13,854 New
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$548K -$4.85M -121,872 -90%
MYIA
120
Mount Yale Investment Advisors
Colorado
$537K +$537K +13,482 New
MWC
121
MBM Wealth Consultants
Missouri
$530K +$530K +13,335 New
CAS
122
Cascadia Advisory Services
Oregon
$503K +$503K +12,639 New
MAWCM
123
Mine & Arao Wealth Creation & Management
California
$481K -$8.12K -204 -2%
CRWM
124
Castle Rock Wealth Management
California
$460K -$22.8K -564 -5%
Marshall Wace
125
Marshall Wace
United Kingdom
$459K +$329K +8,247 +252%
3 4
5
6 7