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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 %
HNB
201
Huntington National Bank
Ohio
$4K – – –
BA
202
Bellwether Advisors
Nebraska
$4K +$4K +84 New
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
SMG
204
Spectrum Management Group
Indiana
$1K -$2.29M -54,984 -100%
JCM
205
Jacobi Capital Management
Pennsylvania
$1K – – –
PAS
206
Park Avenue Securities
New York
– -$36.8M -904,587 Closed
BlackRock
207
BlackRock
New York
– -$22.2M -546,663 Closed
AI
208
Atria Investments
North Carolina
– -$4.84M -119,052 Closed
PFG
209
PAX Financial Group
Texas
– -$3.86M -94,905 Closed
HIM
210
HawsGoodwin Investment Management
Tennessee
– -$3.77M -92,634 Closed
IWP
211
Icon Wealth Partners
Texas
– -$3.23M -79,497 Closed
CFG
212
Cooper Financial Group
California
– -$3.21M -78,996 Closed
SW
213
SteelPeak Wealth
California
– -$3.08M -75,804 Closed
OFG
214
OmniStar Financial Group
North Carolina
– -$2.72M -66,747 Closed
SHIM
215
Stone House Investment Management
Pennsylvania
– -$2.6M -63,981 Closed
LWA
216
Lineweaver Wealth Advisors
Ohio
– -$2.49M -61,245 Closed
SHJ
217
Sharkey, Howes & Javer
Colorado
– -$2.23M -54,870 Closed
OAP
218
One Advisory Partners
Kansas
– -$2.13M -52,383 Closed
HPC
219
Hobart Private Capital
North Carolina
– -$2.08M -51,192 Closed
VFM
220
Vivid Financial Management
California
– -$2.04M -50,157 Closed
I
221
INVST
Indiana
– -$1.76M -42,915 Closed
CS
222
Comerica Securities
Michigan
– -$1.7M -41,865 Closed
HFA
223
High Falls Advisors
New York
– -$2K -41,664 Closed
SXL
224
Summit X LLC
Missouri
– -$83.5K -37,119 Closed
EH
225
Equitable Holdings
New York
– -$1.43M -35,103 Closed
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