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iShares US Financial Services ETF
IYG

Overview Fund Activity

144 hedge funds and large institutions have $679M invested in iShares US Financial Services ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
28
Reduced
62
Closed
17
Calls
$1.39M
Puts
$1.16M
Net Calls
+$230K
Net Calls Change
-$1M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$4.33M
2
Citadel Advisors
Citadel Advisors
Florida
$14.7M
3
SI
Stephens Inc
Arkansas
$6.79M
4
LPL Financial
LPL Financial
California
$17.7M
5
KCM
Karp Capital Management
California
$4.48M

Top Sellers

1
CS
Credit Suisse
Switzerland
$4.58M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$6.71M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
4
UBS Group
UBS Group
Switzerland
$13.4M
5
Morgan Stanley
Morgan Stanley
New York
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
126
Intercontinental Wealth Advisors
Texas
$20K – – –
GWMIA
127
Global Wealth Management Investment Advisory
Florida
$14K – – –
VNA
128
Valley National Advisers
Pennsylvania
$14K +$14K +303 New
GEA
129
Glen Eagle Advisors
New Jersey
$11.9K – – –
AF
130
Allworth Financial
California
$11K – – –
CFGS
131
Concourse Financial Group Securities
Alabama
$10K -$28.7K -645 -74%
CPA
132
Capital Planning Advisors
California
$8K +$8K +183 New
MFT
133
Moisand Fitzgerald Tamayo
Florida
$7K – – –
FRA
134
Front Row Advisors
California
$7K – – –
QCG
135
Quadrant Capital Group
Ohio
$5K – – –
GSWM
136
Golden State Wealth Management
California
$5K – – –
CFD
137
Creative Financial Designs
Indiana
$5K +$5K +108 New
PCM
138
Princeton Capital Management
New Jersey
$3K -$37.5K -900 -93%
CAC
139
Certified Advisory Corp
Florida
$3K – – –
IA
140
IFP Advisors
Florida
$3K +$3K +69 New
WA
141
WestEnd Advisors
North Carolina
$2.46K -$3.14K -69 -56%
William Blair & Company
142
William Blair & Company
Illinois
$2K -$11.5K -189 -85%
JCM
143
Jacobi Capital Management
Pennsylvania
$1K – – –
AIC
144
Ameritas Investment Company
Nebraska
$1K +$1K +24 New
Nuveen Asset Management
145
Nuveen Asset Management
Illinois
– -$2.68M -60,000 Closed
FTS
146
Fifth Third Securities
Ohio
– -$1.87M -41,919 Closed
Renaissance Technologies
147
Renaissance Technologies
New York
– -$522K -11,700 Closed
GW
148
GW & Wade
Massachusetts
– -$358K -8,025 Closed
Mariner
149
Mariner
Kansas
– -$305K -6,834 Closed
CWA
150
Clarus Wealth Advisors
Arizona
– -$188K -4,206 Closed
3 4 5
6
7