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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 %
VAG
151
VisionPoint Advisory Group
Texas
$241K -$63.1K -1,548 -21%
US Bancorp
152
US Bancorp
Minnesota
$223K -$11.1K -273 -5%
M&T Bank
153
M&T Bank
New York
$223K +$223K +5,487 New
RFN
154
RDA Financial Network
Iowa
$220K – – –
SP
155
Successful Portfolios
Florida
$211K +$211K +5,181 New
RSWM
156
Robertson Stephens Wealth Management
California
$211K +$211K +5,193 New
FAIM
157
Financial Advocates Investment Management
Washington
$210K -$1.76M -43,386 -89%
WS
158
Wedbush Securities
California
$210K -$36.6K -900 -15%
AIA
159
Arbor Investment Advisors
North Carolina
$207K – – –
TCA
160
Transcend Capital Advisors
New Jersey
$207K +$207K +5,088 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$169K +$7.55K +186 +5%
EDRH
162
Edmond de Rothschild Holding
Switzerland
$159K +$79.5K +1,950 +100%
GWM
163
Geneos Wealth Management
Colorado
$148K – – –
MCM
164
Manchester Capital Management
Vermont
$136K – – –
NFG
165
Next Financial Group
Texas
$115K -$90.8K -2,229 -44%
APC
166
Aspire Private Capital
North Carolina
$101K +$6.5K +159 +7%
AWM
167
AllSquare Wealth Management
New York
$98K – – –
EAM
168
Erste Asset Management
Austria
$95.4K -$15.3K -375 -14%
SXL
169
Summit X LLC
Missouri
$83.5K +$587 +261 +0.7%
CFA
170
Carroll Financial Associates
North Carolina
$79K – – –
QCG
171
Quadrant Capital Group
Ohio
$78K +$72.8K +1,782 +1,414%
TC
172
Trust Company
Kansas
$68K – – –
AA
173
Ancora Advisors
Ohio
$67K +$67K +1,635 New
FFA
174
Founders Financial Alliance
North Carolina
$58K +$58K +1,416 New
APA
175
American Portfolios Advisors
New York
$54.1K -$80K -1,968 -60%
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