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iShares US Financial Services ETF
IYG

Overview Fund Activity

143 hedge funds and large institutions have $961M invested in iShares US Financial Services ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
43
Reduced
33
Closed
21
Calls
$1.51M
Puts
$1.37M
Net Calls
+$140K
Net Calls Change
+$1.04M

Top Buyers

1
CS
Credit Suisse
Switzerland
$7.65M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$90.2M
3
BTS
BB&T Securities
Virginia
$37.5M
4
CI
Cavalier Investments
Georgia
$3.71M
5
BFA
Beaumont Financial Advisors
Massachusetts
$3.12M

Top Sellers

1
MIH
Meitav Investment House
Israel
$12.3M
2
Morgan Stanley
Morgan Stanley
New York
$63.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
QAM
Q3 Asset Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
126
JOYN Advisors
Georgia
$14K – – –
BWA
127
BDO Wealth Advisors
Florida
$14K – – –
AA
128
AlphaMark Advisors
Kentucky
$13K – – –
PAI
129
Pittenger & Anderson Inc
Nebraska
$13K – – –
GEA
130
Glen Eagle Advisors
New Jersey
$11.3K – – –
AF
131
Allworth Financial
California
$10K – – –
William Blair & Company
132
William Blair & Company
Illinois
$10K +$8.51K +189 +573%
PG
133
Patten Group
Tennessee
$8K – – –
GTAM
134
Global Trust Asset Management
Florida
$8K – – –
MFT
135
Moisand Fitzgerald Tamayo
Florida
$6K – – –
FHA
136
First Horizon Advisors
Tennessee
$5K – – –
FIA
137
FNY Investment Advisers
New York
$5K +$5K +135 New
WC
138
Whitney & Co
New York
$2K – – –
DWM
139
Destination Wealth Management
California
$2K +$2K +42 New
TFA
140
Transamerica Financial Advisors
Florida
$1K – – –
CWA
141
Clarus Wealth Advisors
Arizona
$1K +$1K +21 New
FRA
142
Front Row Advisors
California
$7 – – –
Schroder Investment Management Group
143
Schroder Investment Management Group
United Kingdom
– -$4.49M -102,936 Closed
QAM
144
Q3 Asset Management
Michigan
– -$3.74M -85,617 Closed
TRCT
145
Tower Research Capital (TRC)
New York
– -$2.73M -62,547 Closed
Jane Street
146
Jane Street
New York
– -$1.57M -35,850 Closed
PCM
147
Penserra Capital Management
California
– -$1.56M -35,805 Closed
FIG
148
FundX Investment Group
California
– -$1.32M -30,300 Closed
BSG
149
Black Swift Group
Colorado
– -$799K -18,300 Closed
KA
150
Kovack Advisors
Florida
– -$472K -10,809 Closed
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