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iShares US Financial Services ETF
IYG

Overview Fund Activity

146 hedge funds and large institutions have $994M invested in iShares US Financial Services ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
50
Reduced
29
Closed
17
Calls
$1.87M
Puts
$2.78M
Net Calls
-$903K
Net Calls Change
+$2.23M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$16.7M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$14.3M
3
Bank of America
Bank of America
North Carolina
+$13.8M
4
BTS
BB&T Securities
Virginia
+$10.3M
5
Goldman Sachs
Goldman Sachs
New York
+$7.92M

Top Sellers

1
MIH
Meitav Investment House
Israel
-$20.8M
2
AP
Advisors Preferred
Maryland
-$18M
3
TSS
Two Sigma Securities
New York
-$6.86M
4
RIG
RiverFront Investment Group
Virginia
-$6.09M
5
CS
Credit Suisse
Switzerland
-$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Princeton Capital Management
New Jersey
$20K +$20K +450 New
PGWM
127
Parisi Gray Wealth Management
New Jersey
$19K – – –
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$19K +$19K +435 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
RFC
130
Regions Financial Corp
Alabama
$15K – – –
JA
131
JOYN Advisors
Georgia
$14K +$14K +315 New
BWA
132
BDO Wealth Advisors
Florida
$14K +$14K +330 New
PAI
133
Pittenger & Anderson Inc
Nebraska
$13K -$6.5K -150 -33%
AA
134
AlphaMark Advisors
Kentucky
$13K +$13K +300 New
GEA
135
Glen Eagle Advisors
New Jersey
$11.4K – – –
SSB
136
Sandy Spring Bank
Maryland
$11K – – –
AF
137
Allworth Financial
California
$10K – – –
SEI Investments
138
SEI Investments
Pennsylvania
$10K +$8.59K +201 +609%
PG
139
Patten Group
Tennessee
$8K – – –
GTAM
140
Global Trust Asset Management
Florida
$8K – – –
FRA
141
Front Row Advisors
California
$7K – – –
MFT
142
Moisand Fitzgerald Tamayo
Florida
$6K – – –
FHA
143
First Horizon Advisors
Tennessee
$5K – – –
WC
144
Whitney & Co
New York
$2K +$2K +36 New
TFA
145
Transamerica Financial Advisors
Florida
$1K – – –
William Blair & Company
146
William Blair & Company
Illinois
$1K +$1K +33 New
TSS
147
Two Sigma Securities
New York
– -$6.86M -157,683 Closed
CS
148
Credit Suisse
Switzerland
– -$5.73M -131,823 Closed
CA
149
Cetera Advisors
Colorado
– -$3.81M -87,687 Closed
FTS
150
Fifth Third Securities
Ohio
– -$1.85M -42,621 Closed
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