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iShares US Financial Services ETF
IYG

Overview Fund Activity

205 hedge funds and large institutions have $718M invested in iShares US Financial Services ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 92 reducing their positions, and 55 closing their positions.

Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
45
Increased
32
Reduced
92
Closed
55
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$1.36M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.6M
2
GM
2
GeoWealth Management
Illinois
$3M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.8M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.81M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Bank of America
3
Bank of America
North Carolina
$37.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
101
Kestra Private Wealth Services
Texas
$378K +$78.1K +1,578 +26%
MWC
102
MBM Wealth Consultants
Missouri
$375K +$150 +3 +0%
TRCT
103
Tower Research Capital (TRC)
New York
$364K +$364K +7,263 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$363K +$363K +7,260 New
Baird Financial Group
105
Baird Financial Group
Wisconsin
$349K -$722K -14,430 -67%
JIC
106
Johnson Investment Counsel
Ohio
$326K -$3.01K -60 -0.9%
AC
107
Abbrea Capital
California
$326K +$326K +6,519 New
RJT
108
Raymond James Trust
Florida
$323K -$20.1K -402 -6%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$320K -$69.2K -1,383 -18%
M&T Bank
110
M&T Bank
New York
$309K +$34.1K +681 +12%
CAN
111
Cetera Advisor Networks
California
$308K -$36K -720 -10%
RIA
112
Realta Investment Advisors
Delaware
$306K +$601 +12 +0.2%
SPC
113
Sigma Planning Corp
Michigan
$277K -$182K -3,645 -40%
PWM
114
Perigon Wealth Management
California
$276K +$276K +5,520 New
US Bancorp
115
US Bancorp
Minnesota
$267K -$7.51K -150 -3%
Creative Planning
116
Creative Planning
Kansas
$264K +$264K +5,268 New
WS
117
Wedbush Securities
California
$255K -$3.6K -72 -1%
AIA
118
Arbor Investment Advisors
North Carolina
$255K – – –
GWM
119
Geneos Wealth Management
Colorado
$251K +$35.8K +621 +17%
TPWA
120
TRUE Private Wealth Advisors
Oregon
$249K -$460K -9,213 -65%
F
121
F3Logic
Minnesota
$248K -$900 -18 -0.4%
SS
122
Simplicity Solutions
Minnesota
$244K -$965K -19,314 -80%
RA
123
RFG Advisory
Alabama
$240K -$1.42M -27,159 -86%
PCM
124
Pointe Capital Management
Michigan
$240K +$240K +4,791 New
VAG
125
VisionPoint Advisory Group
Texas
$239K -$57.4K -1,146 -19%
3 4
5
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