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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
+$37.8M
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
+$7.03M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$19.6M
2
RIG
RiverFront Investment Group
Virginia
-$18.7M
3
Morgan Stanley
Morgan Stanley
New York
-$13.4M
4
RJA
Raymond James & Associates
Florida
-$9.55M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$54K +$122 +3 +0.2%
AA
177
Advisory Alpha
Michigan
$52K +$52K +1,227 New
HWA
178
Heritage Wealth Advisors
Virginia
$48.8K +$48.8K +1,200 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$48K – – –
CFD
180
Creative Financial Designs
Indiana
$48K +$47.4K +1,167 +7,780%
NNP
181
Nachman Norwood & Parrott
South Carolina
$46K +$46K +1,125 New
PMFA
182
Plante Moran Financial Advisors
Michigan
$45K – – –
William Blair & Company
183
William Blair & Company
Illinois
$42K +$42K +1,041 New
S
184
SignatureFD
Georgia
$39K -$848 -21 -2%
TFS
185
TrustCore Financial Services
Tennessee
$38K – – –
VFA
186
Valeo Financial Advisors
Indiana
$32K -$103K -2,496 -76%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$30K -$5.71K -144 -16%
AWMS
188
Advocacy Wealth Management Services
Georgia
$30K – – –
GRP
189
Global Retirement Partners
California
$26K +$847 +21 +3%
KFS
190
Kelly Financial Services
Massachusetts
$25.7K +$25.7K +633 New
CFB
191
Cullen/Frost Bankers
Texas
$24K – – –
JSC
192
Jackson Square Capital
California
$20K – – –
HI
193
Hudock Inc
Pennsylvania
$18K -$14.8K -381 -45%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$18K +$14.8K +369 +456%
LDFR
195
Lehman & Derafelo Financial Resources
Pennsylvania
$14K +$125 +3 +0.9%
BW
196
Bison Wealth
Georgia
$13K +$5.03K +123 +63%
CTB
197
Country Trust Bank
Illinois
$12K +$12K +300 New
Simplex Trading
198
Simplex Trading
Illinois
$12K +$12K +300 New
PS
199
Planned Solutions
California
$10K +$10K +240 New
AF
200
Allworth Financial
California
$9K – – –
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8
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