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iShares US Financial Services ETF
IYG

Overview Fund Activity

221 hedge funds and large institutions have $1.37B invested in iShares US Financial Services ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
102
Reduced
55
Closed
28
Calls
$246K
Puts
$1.34M
Net Calls
-$1.09M
Net Calls Change
-$1.62M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$338M
2
AS
Altshuler Shaham
Israel
$28.5M
3
IDA
Intelligence Driven Advisers
California
$9.56M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.32M
5
ECM
ETrade Capital Management
Virginia
$25.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$73.7M
2
RIG
RiverFront Investment Group
Virginia
$115M
3
Morgan Stanley
Morgan Stanley
New York
$92.4M
4
RJA
Raymond James & Associates
Florida
$30.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
AlphaMark Advisors
Kentucky
$411K +$122 +3 +0%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$402K +$13.9K +342 +4%
MBT
128
Montecito Bank & Trust
California
$392K -$42.9K -1,056 -10%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$250K +6,138 +178%
DI
130
DFPG Investments
Utah
$386K -$27.5K -651 -7%
ANTB
131
AMG National Trust Bank
Colorado
$378K +$122 +3 +0%
SPC
132
Sigma Planning Corp
Michigan
$374K +$27K +663 +8%
PCG
133
Private Capital Group
Connecticut
$362K -$14.7K -360 -4%
BAM
134
Belpointe Asset Management
Nevada
$360K +$34K +837 +10%
PFS
135
Prospera Financial Services
Texas
$336K – – –
CWM
136
Cordatus Wealth Management
Pennsylvania
$336K – – –
AWE
137
Avidian Wealth Enterprises
Texas
$331K +$86.3K +2,124 +35%
WWM
138
Western Wealth Management
Colorado
$320K +$14.8K +363 +5%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$316K -$550K -13,536 -64%
LA
140
Legacy Advisors
Pennsylvania
$311K – – –
MWC
141
MBM Wealth Consultants
Missouri
$305K -$237K -5,835 -44%
KAS
142
Kestra Advisory Services
Texas
$304K +$304K +90 New
CAN
143
Cetera Advisor Networks
California
$280K -$26.3K -645 -9%
RJT
144
Raymond James Trust
Florida
$279K +$27.4K +672 +11%
PA
145
Parallel Advisors
California
$276K +$24.2K +594 +10%
SWM
146
SigFig Wealth Management
California
$269K +$269K +6,687 New
JIC
147
Johnson Investment Counsel
Ohio
$267K – – –
SWP
148
Stratos Wealth Partners
Ohio
$252K +$252K +6,192 New
RIA
149
Realta Investment Advisors
Delaware
$248K -$11.6K -285 -4%
KPWS
150
Kestra Private Wealth Services
Texas
$247K +$247K +6,057 New
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