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iShares US Financial Services ETF
IYG

142 hedge funds and large institutions have $452M invested in iShares US Financial Services ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 49 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.93% more ownership

Funds ownership: 175.56% → 188.49% (+13%)

11% less funds holding

Funds holding: 160 → 142 (-18)

37% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 49

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

44% less capital invested

Capital invested by funds: $813M → $452M (-$362M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
142
Holders Change
-18
Holders Change %
-11.25%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
24
Increased
31
Reduced
49
Closed
39
Calls
$339K
Puts
–
Net Calls
+$339K
Net Calls Change
+$977K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$37.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.8M
3
CS
Credit Suisse
Switzerland
+$4.41M
4
Bank of America
Bank of America
North Carolina
+$3.74M
5
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$27.5M
2
RJA
Raymond James & Associates
Florida
-$14.3M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
-$11.4M
4
QA
Quantitative Advantage
Minnesota
-$10.6M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
126
Lehman & Derafelo Financial Resources
Pennsylvania
$11K +$15.2K +333 New
EIP
127
Ellis Investment Partners
Pennsylvania
$10K -$93.6K -2,052 -86%
GWMIA
128
Global Wealth Management Investment Advisory
Florida
$10K – – –
NEIRG
129
New England Investment & Retirement Group
Massachusetts
$9K -$11.4M -250,047 -100%
GEA
130
Glen Eagle Advisors
New Jersey
$8.93K – – –
AF
131
Allworth Financial
California
$8K – – –
FRA
132
Front Row Advisors
California
$6K – – –
MFT
133
Moisand Fitzgerald Tamayo
Florida
$5K – – –
QCG
134
Quadrant Capital Group
Ohio
$4K – – –
GSWM
135
Golden State Wealth Management
California
$4K +$5.2K +114 New
CAC
136
Certified Advisory Corp
Florida
$3K +$137 +3 +4%
WFMPM
137
Woodley Farra Manion Portfolio Management
Indiana
$3K +$274 +6 +8%
GFPC
138
Global Financial Private Client
Florida
$2.79K – – –
BAMG
139
Brand Asset Management Group
Missouri
$2K +$2.74K +60 New
JCM
140
Jacobi Capital Management
Pennsylvania
$1K – – –
NSLI
141
Nan Shan Life Insurance
Taiwan
– -$10.3M -202,872 Closed
Bank of New York Mellon
142
Bank of New York Mellon
New York
– -$9.81M -193,851 Closed
KCM
143
Karp Capital Management
California
– -$5.3M -104,670 Closed
BCM
144
Beck Capital Management
Texas
– -$3.31M -65,346 Closed
JWCA
145
J.W. Cole Advisors
Florida
– -$2.54M -50,136 Closed
BCM
146
Barometer Capital Management
Ontario, Canada
– -$2.22M -43,800 Closed
HIP
147
Harrell Investment Partners
Texas
– -$942K -18,624 Closed
SWP
148
Stratos Wealth Partners
Ohio
– -$856K -16,908 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– -$764K -15,102 Closed
WPA
150
Winning Points Advisors
Florida
– -$729K -14,400 Closed
4 5
6
7 8

IYG Hedge Fund Activity: Q1 2020 in Review

142 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q1 2020, worth a combined $452M — down 44% from $813M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYG and 24 opened new positions — a net loss of 15 holders — while 49 trimmed existing stakes and 31 added.

The largest buyer was Morgan Stanley, adding an estimated $37.1M. The largest seller was RiverFront Investment Group, cutting an estimated $27.5M.

  • 142 institutional investors held iShares US Financial Services ETF (IYG) as of Q1 2020, down from 160 in Q4 2019.
  • Funds reported $452M of iShares US Financial Services ETF stock for Q1 2020, down 44% quarter-over-quarter.
  • 24 funds opened new iShares US Financial Services ETF positions in Q1 2020 and 39 closed out, a net change of -15 holders.
  • The largest iShares US Financial Services ETF buyer in Q1 2020 was Morgan Stanley, an estimated $37.1M added.
  • The largest iShares US Financial Services ETF seller in Q1 2020 was RiverFront Investment Group, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2020.