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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 %
QCG
151
Quadrant Capital Group
Ohio
$6K – – –
IA
152
IFP Advisors
Florida
$6K +$2.71K +57 +83%
GFPC
153
Global Financial Private Client
Florida
$4.4K +$4.4K +87 New
CAC
154
Certified Advisory Corp
Florida
$4K – – –
WFMPM
155
Woodley Farra Manion Portfolio Management
Indiana
$4K +$4K +78 New
WA
156
WestEnd Advisors
North Carolina
$2.73K – – –
William Blair & Company
157
William Blair & Company
Illinois
$2K +$167 +3 +9%
JCM
158
Jacobi Capital Management
Pennsylvania
$1K – – –
EWM
159
EPG Wealth Management
Georgia
$1K +$1K +12 New
CS
160
Credit Suisse
Switzerland
– -$4.58M -100,611 Closed
Jane Street
161
Jane Street
New York
– -$1.61M -35,457 Closed
VAS
162
Vestmark Advisory Solutions
Massachusetts
– -$1.13M -24,936 Closed
TC
163
TownSquare Capital
Utah
– -$446K -9,180 Closed
CA
164
Cetera Advisors
Colorado
– -$200K -4,371 Closed
QCIG
165
Quad-Cities Investment Group
Iowa
– -$154K -3,372 Closed
FA
166
Financial Advantage
Maryland
– -$60K -1,320 Closed
CPA
167
Capital Planning Advisors
California
– -$8K -183 Closed
GSWM
168
Golden State Wealth Management
California
– -$5K -114 Closed
PCM
169
Princeton Capital Management
New Jersey
– -$3K -72 Closed
AIC
170
Ameritas Investment Company
Nebraska
– -$1K -24 Closed
CAM
171
CenterStar Asset Management
Illinois
– -$38K – –
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