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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $1.28B invested in iShares US Financial Services ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+77
Holders Change %
+54.23%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
95
Increased
59
Reduced
32
Closed
18
Calls
$728K
Puts
$203K
Net Calls
+$525K
Net Calls Change
+$186K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$294M
2
LPL Financial
2
LPL Financial
California
$61.8M
3
Bank of America
3
Bank of America
North Carolina
$91.3M
4
RIG
4
RiverFront Investment Group
Virginia
$131M
5
PAS
5
Park Avenue Securities
New York
$33.8M

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$2.98M
2
Goldman Sachs
2
Goldman Sachs
New York
$60.3M
3
CAM
3
Cresset Asset Management
Illinois
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$548K
5
RW
5
RVW Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Cetera Advisors
Colorado
$459K +$459K +11,544 New
PPP
127
Private Portfolio Partners
New Jersey
$457K +$457K +11,484 New
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$451K +$451K +11,328 New
MBT
129
Montecito Bank & Trust
California
$426K +$426K +10,698 New
FMWA
130
Forvis Mazars Wealth Advisors
Missouri
$409K -$11.9K -300 -3%
AA
131
AlphaMark Advisors
Kentucky
$402K +$109K +2,733 +37%
DI
132
DFPG Investments
Utah
$385K +$12.9K +327 +3%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$379K -$39K -981 -9%
AAS
134
Avantax Advisory Services
Texas
$376K – – –
ANTB
135
AMG National Trust Bank
Colorado
$370K +$358 +9 +0.1%
PCG
136
Private Capital Group
Connecticut
$368K +$316K +7,932 +602%
SFS
137
Sowell Financial Services
Arkansas
$348K +$306K +7,692 +733%
SPC
138
Sigma Planning Corp
Michigan
$339K +$339K +8,529 New
PAG
139
Private Advisor Group
New Jersey
$338K +$338K +8,484 New
PFS
140
Prospera Financial Services
Texas
$329K – – –
CWM
141
Cordatus Wealth Management
Pennsylvania
$329K – – –
BAM
142
Belpointe Asset Management
Nevada
$319K +$319K +8,028 New
IA
143
IFP Advisors
Florida
$315K +$274K +7,152 +666%
VAG
144
VisionPoint Advisory Group
Texas
$306K +$306K +7,464 New
LA
145
Legacy Advisors
Pennsylvania
$304K – – –
CAN
146
Cetera Advisor Networks
California
$299K -$535K -13,443 -64%
WWM
147
Western Wealth Management
Colorado
$299K +$299K +7,509 New
JIC
148
Johnson Investment Counsel
Ohio
$261K – – –
CAG
149
Csenge Advisory Group
Florida
$255K +$255K +6,414 New
RIA
150
Realta Investment Advisors
Delaware
$254K +$18.1K +456 +8%
4 5
6
7 8