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iShares US Financial Services ETF
IYG

Overview Fund Activity

160 hedge funds and large institutions have $813M invested in iShares US Financial Services ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
54
Reduced
33
Closed
11
Calls
–
Puts
$638K
Net Calls
-$638K
Net Calls Change
-$868K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$153M
2
Truist Financial
2
Truist Financial
North Carolina
$12.8M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$12.7M
4
RJA
4
Raymond James & Associates
Florida
$49.7M
5
QA
5
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.4M
4
CAM
4
Cypress Asset Management
Texas
$4.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$57K +$51.5K +1,008 +933%
PMFA
127
Plante Moran Financial Advisors
Michigan
$56K -$20.5K -402 -27%
AA
128
Advisory Alpha
Michigan
$49.1K – – –
CWC
129
Carolinas Wealth Consulting
North Carolina
$43K +$43K +873 New
CFG
130
Citizens Financial Group
Rhode Island
$42K +$302 +6 +0.7%
HI
131
Hudock Inc
Pennsylvania
$41K +$7.93K +156 +24%
AWMS
132
Advocacy Wealth Management Services
Georgia
$37K -$2.42K -48 -6%
S
133
SignatureFD
Georgia
$33K +$912 +18 +3%
FCFS
134
First Command Financial Services
Texas
$32K – – –
FCB
135
First Command Bank
Texas
$32K – – –
CFB
136
Cullen/Frost Bankers
Texas
$30K – – –
CIAS
137
Capital Investment Advisory Services
North Carolina
$28K – – –
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$26K +$26K +510 New
JSC
139
Jackson Square Capital
California
$24K +$24K +483 New
IWA
140
Intercontinental Wealth Advisors
Texas
$23K – – –
BW
141
Bison Wealth
Georgia
$17K +$17K +336 New
VNA
142
Valley National Advisers
Pennsylvania
$15K – – –
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$15K – – –
GEA
144
Glen Eagle Advisors
New Jersey
$13.2K – – –
AF
145
Allworth Financial
California
$12K – – –
RAM
146
Riggs Asset Management
Pennsylvania
$11K +$11K +210 New
RG
147
Retirement Group
California
$11K +$11K +210 New
FRA
148
Front Row Advisors
California
$8K – – –
MFT
149
Moisand Fitzgerald Tamayo
Florida
$7K – – –
PA
150
PSI Advisors
Florida
$7K +$7K +156 New
3 4 5
6
7