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iShares US Financial Services ETF
IYG

Overview Fund Activity

149 hedge funds and large institutions have $972M invested in iShares US Financial Services ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
47
Reduced
39
Closed
16
Calls
$1.55M
Puts
$653K
Net Calls
+$894K
Net Calls Change
+$754K

Top Buyers

1
Jane Street
Jane Street
New York
$6.17M
2
Morgan Stanley
Morgan Stanley
New York
$71.1M
3
BTS
BB&T Securities
Virginia
$42.8M
4
Bank of America
Bank of America
North Carolina
$106M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$96.6M

Top Sellers

1
MIH
Meitav Investment House
Israel
$0
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
CS
Credit Suisse
Switzerland
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.09M
5
UBS Group
UBS Group
Switzerland
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
126
Marino Stram & Associates
Massachusetts
$23K – – –
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
BWA
128
BDO Wealth Advisors
Florida
$15K – – –
RFC
129
Regions Financial Corp
Alabama
$15K – – –
CFGS
130
Concourse Financial Group Securities
Alabama
$15K +$15K +345 New
OGC
131
Oak Grove Capital
New Hampshire
$15K +$15K +348 New
JA
132
JOYN Advisors
Georgia
$14K – – –
AA
133
AlphaMark Advisors
Kentucky
$13K – – –
NFG
134
Next Financial Group
Texas
$13K +$13K +282 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$13K +$13K +303 New
CAG
136
Csenge Advisory Group
Florida
$12K +$12K +300 New
GEA
137
Glen Eagle Advisors
New Jersey
$11.6K – – –
William Blair & Company
138
William Blair & Company
Illinois
$10K – – –
AF
139
Allworth Financial
California
$10K – – –
OIA
140
OneDigital Investment Advisors
Kansas
$10K +$10K +225 New
PG
141
Patten Group
Tennessee
$8K – – –
MFT
142
Moisand Fitzgerald Tamayo
Florida
$7K – – –
FHA
143
First Horizon Advisors
Tennessee
$5K – – –
TC
144
Trilogy Capital
California
$4K +$4K +96 New
WC
145
Whitney & Co
New York
$2K – – –
TFA
146
Transamerica Financial Advisors
Florida
$1K – – –
PS
147
Portfolio Strategies
New York
$1K +$1K +15 New
CF
148
Centaurus Financial
California
$198 -$373K -5,652 -100%
FRA
149
Front Row Advisors
California
$6 – – –
MIH
150
Meitav Investment House
Israel
– -$12.3M -283,563 Closed
3 4 5
6
7