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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 %
BW
201
Bison Wealth
Georgia
$8K -$5.79K -141 -42%
RG
202
Retirement Group
California
$8K +$8K +210 New
MFT
203
Moisand Fitzgerald Tamayo
Florida
$6K – – –
FRA
204
Front Row Advisors
California
$6K – – –
APWA
205
Atlas Private Wealth Advisors
New Jersey
$6K +$6K +150 New
SWM
206
Selective Wealth Management
Virginia
$6K +$6K +159 New
CIAS
207
Capital Investment Advisory Services
North Carolina
$5K -$12.4K -336 -71%
EIP
208
Ellis Investment Partners
Pennsylvania
$5K -$6.25K -180 -56%
QCG
209
Quadrant Capital Group
Ohio
$5K – – –
TFGT
210
TS Financial Group (TSFG)
Illinois
$5K +$5K +120 New
AWA
211
Arkadios Wealth Advisors
Georgia
$3.49K +$3.49K +87 New
GFPC
212
Global Financial Private Client
Florida
$3.44K – – –
WFMPM
213
Woodley Farra Manion Portfolio Management
Indiana
$3K – – –
CAC
214
Certified Advisory Corp
Florida
$3K – – –
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +81 New
TFA
216
Transamerica Financial Advisors
Florida
$1K +$1K +3 New
CFD
217
Creative Financial Designs
Indiana
$1K +$1K +15 New
JCM
218
Jacobi Capital Management
Pennsylvania
$1K +$952 +417 +1,986%
RW
219
RVW Wealth
California
– -$3.55M -103,614 Closed
BCM
220
Bienville Capital Management
New York
– -$1.78M -51,933 Closed
Creative Planning
221
Creative Planning
Kansas
– -$260K -7,611 Closed
M&T Bank
222
M&T Bank
New York
– -$236K -6,888 Closed
ADL
223
Asset Dedication LLC
California
– -$158K -4,614 Closed
SMFS
224
Squar Milner Financial Services
California
– -$119K -3,480 Closed
AA
225
Advisory Alpha
Michigan
– -$42.6K -1,203 Closed
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