IYG icon

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 %
BHWM
151
Bay Harbor Wealth Management
Maryland
$83K -$862K -17,235 -91%
CFGS
152
Concourse Financial Group Securities
Alabama
$78K -$2.65M -53,394 -97%
NFG
153
Next Financial Group
Texas
$77K -$64K -1,281 -45%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$411K -8,172 -85%
FFA
155
Founders Financial Alliance
North Carolina
$71K – – –
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$66K +$7.2K +144 +12%
MCM
157
Manchester Capital Management
Vermont
$62K -$105K -2,100 -63%
SIAG
158
Safeguard Investment Advisory Group
California
$62K +$62K +1,248 New
HWA
159
Heritage Wealth Advisors
Virginia
$60K – – –
PMFA
160
Plante Moran Financial Advisors
Michigan
$55K – – –
TAM
161
Tucker Asset Management
Colorado
$54.2K +$54.2K +1,083 New
William Blair & Company
162
William Blair & Company
Illinois
$52K – – –
CWA
163
Clearview Wealth Advisors
Oregon
$50K +$50K +999 New
IAIM
164
International Assets Investment Management
Florida
$50K +$50K +1,008 New
S
165
SignatureFD
Georgia
$49K +$152 +3 +0.3%
APA
166
American Portfolios Advisors
New York
$47.7K -$18.8K -375 -28%
PCG
167
Private Capital Group
Connecticut
$47K -$397K -7,947 -89%
TFS
168
TrustCore Financial Services
Tennessee
$47K – – –
VFA
169
Valeo Financial Advisors
Indiana
$39K – – –
AWMS
170
Advocacy Wealth Management Services
Georgia
$30K -$6.57K -132 -18%
CFB
171
Cullen/Frost Bankers
Texas
$30K – – –
AF
172
Advisornet Financial
Minnesota
$28K -$1.21M -24,171 -98%
PWA
173
Phoenix Wealth Advisors
North Carolina
$27K +$27K +543 New
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$25K -$12.1K -246 -33%
HI
175
Hudock Inc
Pennsylvania
$23K – – –
5 6
7
8 9