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iShares US Financial Services ETF
IYG

Overview Fund Activity

221 hedge funds and large institutions have $1.37B invested in iShares US Financial Services ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
102
Reduced
55
Closed
28
Calls
$246K
Puts
$1.34M
Net Calls
-$1.09M
Net Calls Change
-$1.62M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$338M
2
AS
2
Altshuler Shaham
Israel
$28.5M
3
IDA
3
Intelligence Driven Advisers
California
$9.56M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$9.32M
5
ECM
5
ETrade Capital Management
Virginia
$25.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.7M
2
RIG
2
RiverFront Investment Group
Virginia
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$92.4M
4
RJA
4
Raymond James & Associates
Florida
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Cobblestone Capital Advisors
New York
$805K -$122 -3 -0%
CWA
102
Capital Wealth Alliance
Arizona
$800K -$37.6K -924 -4%
IWC
103
Integrated Wealth Concepts
Massachusetts
$772K +$42.1K +1,035 +6%
BHWM
104
Bay Harbor Wealth Management
Maryland
$768K +$95.5K +2,349 +14%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$755K – – –
CF
106
Centaurus Financial
California
$744K +$555K +13,641 +293%
PAG
107
Private Advisor Group
New Jersey
$729K +$386K +9,540 +112%
VWM
108
Venturi Wealth Management
Texas
$702K +$702K +17,271 New
SWA
109
Stratos Wealth Advisors
Ohio
$685K +$97.8K +2,406 +17%
CAS
110
Cascadia Advisory Services
Oregon
$675K +$161K +3,948 +31%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$658K +$517K +12,708 +367%
RCA
112
Rowland Carmichael Advisors
Arizona
$627K +$34.2K +840 +6%
GPA
113
Garrison Point Advisors
California
$601K +$7.32K +180 +1%
MYIA
114
Mount Yale Investment Advisors
Colorado
$592K +$43.7K +1,074 +8%
LGWM
115
Litman Gregory Wealth Management
California
$585K – – –
TPWA
116
TRUE Private Wealth Advisors
Oregon
$577K -$63K -1,551 -10%
SFG
117
Summit Financial Group
West Virginia
$542K -$132K -3,240 -20%
CA
118
Cetera Advisors
Colorado
$527K +$57.9K +1,425 +12%
PPP
119
Private Portfolio Partners
New Jersey
$519K +$51.7K +1,272 +11%
CWM
120
Cornerstone Wealth Management
Missouri
$498K +$498K +12,243 New
MAWCM
121
Mine & Arao Wealth Creation & Management
California
$493K +$1.83K +45 +0.4%
FCA
122
FLC Capital Advisors
California
$478K -$804K -19,125 -63%
SFS
123
Sowell Financial Services
Arkansas
$444K +$88.3K +2,169 +25%
IA
124
IFP Advisors
Florida
$426K +$95.6K +2,379 +29%
FMWA
125
Forvis Mazars Wealth Advisors
Missouri
$418K – – –
3 4
5
6 7