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 %
FPW
176
Flagship Private Wealth
Massachusetts
$19.5K +$19.5K +402 New
LDFR
177
Lehman & Derafelo Financial Resources
Pennsylvania
$17K +$150 +3 +0.9%
SWA
178
SOA Wealth Advisors
New York
$16K +$16K +315 New
CTB
179
Country Trust Bank
Illinois
$15K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$15K +$5.85K +117 +64%
RCA
181
Rowland Carmichael Advisors
Arizona
$14K -$768K -15,144 -98%
AF
182
Allworth Financial
California
$12K – – –
PS
183
Planned Solutions
California
$12K – – –
NFSG
184
Newbridge Financial Services Group
Florida
$12K +$154 +3 +1%
AIC
185
Archer Investment Corporation
Indiana
$11.1K +$11.1K +222 New
TFGT
186
TS Financial Group (TSFG)
Illinois
$11K +$5.13K +105 +88%
COCM
187
Charter Oak Capital Management
New Hampshire
$11K +$11K +216 New
GEA
188
Glen Eagle Advisors
New Jersey
$10.8K – – –
TC
189
Trust Company
Kansas
$10K -$71K -1,470 -88%
BW
190
Bison Wealth
Georgia
$10K -$6.31K -123 -39%
TWM
191
Tradition Wealth Management
Minnesota
$10K +$10K +198 New
AA
192
Ancora Advisors
Ohio
$9K -$71.4K -1,452 -89%
LWM
193
Liberty Wealth Management
California
$8K -$1.84M -37,965 -100%
FRA
194
Front Row Advisors
California
$8K – – –
MFT
195
Moisand Fitzgerald Tamayo
Florida
$7K – – –
CIAS
196
Capital Investment Advisory Services
North Carolina
$7K – – –
EIP
197
Ellis Investment Partners
Pennsylvania
$7K +$143 +3 +2%
RPWA
198
Regent Peak Wealth Advisors
Georgia
$5K +$5K +102 New
KFS
199
Kelly Financial Services
Massachusetts
$4.4K -$27.6K -546 -86%
GFPC
200
Global Financial Private Client
Florida
$4.35K – – –
6 7
8
9 10