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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 %
F
151
F3Logic
Minnesota
$249K +$249K +6,309 New
RJT
152
Raymond James Trust
Florida
$246K -$104K -2,604 -30%
PA
153
Parallel Advisors
California
$246K +$246K +6,192 New
WS
154
Wedbush Securities
California
$242K +$242K +6,069 New
AWE
155
Avidian Wealth Enterprises
Texas
$240K +$240K +6,024 New
AC
156
Abbrea Capital
California
$239K – – –
Millennium Management
157
Millennium Management
New York
$230K +$230K +5,790 New
US Bancorp
158
US Bancorp
Minnesota
$229K -$7.28K -183 -3%
VFA
159
Voya Financial Advisors
Connecticut
$228K +$1.41K +36 +0.6%
RFN
160
RDA Financial Network
Iowa
$215K +$215K +5,409 New
AIA
161
Arbor Investment Advisors
North Carolina
$203K +$203K +5,100 New
NFG
162
Next Financial Group
Texas
$201K -$3.34K -84 -2%
FCA
163
FinTrust Capital Advisors
South Carolina
$190K +$190K +4,776 New
CF
164
Centaurus Financial
California
$185K +$50.5K +1,272 +38%
FANJ
165
Financial Architects (New Jersey)
New Jersey
$179K – – –
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$173K +3,444 New
BFEC
167
Benjamin F. Edwards & Company
Missouri
$158K +$15.1K +381 +11%
GWM
168
Geneos Wealth Management
Colorado
$144K +$8.1K +210 +6%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$138K +$15.4K +387 +13%
MCM
170
Manchester Capital Management
Vermont
$133K – – –
APA
171
American Portfolios Advisors
New York
$131K -$6.69K -168 -5%
VFA
172
Valeo Financial Advisors
Indiana
$130K – – –
TL
173
TrueWealth LLC
Georgia
$118K – – –
EAM
174
Erste Asset Management
Austria
$108K -$65.1K -1,635 -38%
AWM
175
AllSquare Wealth Management
New York
$96K – – –
5 6
7
8 9