IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

115 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 15 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
49
Reduced
26
Closed
15
Calls
$1.47M
Puts
$3.54M
Net Calls
-$2.06M
Net Calls Change
-$2.07M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$13.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$47.1M
3
UBS Group
3
UBS Group
Switzerland
$22.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$68.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$1.03M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.7M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$116M 1,019,823 +9,415 +0.9%
Goldman Sachs
2
Goldman Sachs
New York
$68.4M 603,745 +21,360 +4%
Morgan Stanley
3
Morgan Stanley
New York
$58.7M 518,070 -29,153 -5%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$47.1M 415,283 +36,094 +10%
RJA
5
Raymond James & Associates
Florida
$39M 343,668 +12,486 +4%
Bank of America
6
Bank of America
North Carolina
$35.7M 315,013 +1,831 +0.6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$32.7M 288,398 +5,474 +2%
UBS Group
8
UBS Group
Switzerland
$22.1M 194,787 +25,078 +15%
LPL Financial
9
LPL Financial
California
$20.2M 177,853 +17,874 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.1M 151,141 +19,422 +15%
Wells Fargo
11
Wells Fargo
California
$14.8M 130,703 +178 +0.1%
BTS
12
BB&T Securities
Virginia
$13.2M 116,657 +53,146 +84%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$10.5M 92,208 -75,397 -45%
QA
14
Quantitative Advantage
Minnesota
$10.5M 92,181 -2,472 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$9.3M 81,994 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.31M 73,288 -47,247 -39%
RTS
17
Round Table Services
New Jersey
$7.54M 66,488 -8,719 -12%
BCI
18
Brinker Capital Investments
Pennsylvania
$7.48M 66,000 +4,000 +6%
BHB
19
Bank Hapoalim BM
Israel
$5.99M 52,850 -1,480 -3%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$5.99M 52,815 +678 +1%
WA
21
WestEnd Advisors
North Carolina
$5.8M 51,132 +14,338 +39%
SI
22
Stephens Inc
Arkansas
$5.52M 48,680 +1,295 +3%
SB
23
Suntrust Banks
Georgia
$5.37M 47,382 +6,777 +17%
TH
24
Timber Hill
Connecticut
$4.81M 42,385 +8,091 +24%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$4.69M 41,344 -635 -2%
1
2 3 4 5