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iShares US Financial Services ETF
IYG

Overview Fund Activity

205 hedge funds and large institutions have $718M invested in iShares US Financial Services ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 92 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
45
Increased
32
Reduced
92
Closed
55
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$1.36M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.6M
2
GM
2
GeoWealth Management
Illinois
$3M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.8M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.81M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Bank of America
3
Bank of America
North Carolina
$37.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
126
ExodusPoint Capital Management
New York
$238K +$238K +4,752 New
AWM
127
AE Wealth Management
Kansas
$233K -$988K -19,749 -81%
FANJ
128
Financial Architects (New Jersey)
New Jersey
$225K +$225K +4,500 New
CIA
129
Capital Investment Advisors
Georgia
$224K +$224K +4,473 New
Prudential Financial
130
Prudential Financial
New Jersey
$221K -$2.13M -42,546 -91%
NA
131
NewEdge Advisors
Louisiana
$220K -$5.38M -107,661 -96%
TSS
132
Two Sigma Securities
New York
$215K +$215K +4,305 New
WWM
133
Western Wealth Management
Colorado
$214K -$180K -3,591 -46%
PPP
134
Private Portfolio Partners
New Jersey
$211K -$427K -8,544 -67%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$205K -$7.04M -140,685 -97%
BFEC
136
Benjamin F. Edwards & Company
Missouri
$204K -$3.9K -78 -2%
AWE
137
Avidian Wealth Enterprises
Texas
$203K -$204K -4,080 -50%
GIA
138
Goodwin Investment Advisory
Georgia
$201K +$201K +4,005 New
SIC
139
Samalin Investment Counsel
New York
$201K +$201K +4,017 New
IA
140
IFP Advisors
Florida
$193K -$342K -6,780 -64%
LWP
141
Lumature Wealth Partners
Georgia
$190K +$190K +3,798 New
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$122K +$122K +2,436 New
AWM
143
AllSquare Wealth Management
New York
$120K – – –
EAM
144
Erste Asset Management
Austria
$116K – – –
GLLW
145
Graves Light Lenhart Wealth
Virginia
$109K +$109K +2,178 New
APC
146
Aspire Private Capital
North Carolina
$106K -$17.4K -348 -14%
Citigroup
147
Citigroup
New York
$102K +$35.9K +720 +54%
CFA
148
Carroll Financial Associates
North Carolina
$97K – – –
QCG
149
Quadrant Capital Group
Ohio
$95K – – –
ED
150
Exane Derivatives
France
$93K +$93K +1,860 New
4 5
6
7 8