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iShares US Financial Services ETF
IYG

Overview Fund Activity

140 hedge funds and large institutions have $961M invested in iShares US Financial Services ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+29
Holders Change %
+26.13%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
40
Reduced
33
Closed
6
Calls
$1.02M
Puts
$4.15M
Net Calls
-$3.13M
Net Calls Change
-$1.97M

Top Buyers

1
AP
Advisors Preferred
Maryland
$18M
2
RJA
Raymond James & Associates
Florida
$62.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.48M
4
TSS
Two Sigma Securities
New York
$6.86M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$87.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$4.48M
2
Bank of America
Bank of America
North Carolina
$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$337K
4
RTS
Round Table Services
New Jersey
$1.21M
5
LPL Financial
LPL Financial
California
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$135M +$931K +21,417 +0.7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$87.4M +$4.11M +94,467 +5%
Bank of America
3
Bank of America
North Carolina
$87.3M -$18.9M -434,568 -18%
Goldman Sachs
4
Goldman Sachs
New York
$71.6M +$113K +2,589 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$68.7M +$3.11M +71,457 +5%
RJA
6
Raymond James & Associates
Florida
$62.9M +$9.87M +226,953 +19%
MIH
7
Meitav Investment House
Israel
$60M +$60M +1,379,988 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38.6M +$95.1K +2,187 +0.2%
UBS Group
9
UBS Group
Switzerland
$26.7M +$738K +16,974 +3%
BTS
10
BB&T Securities
Virginia
$22.2M +$580K +13,332 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.2M +$531K +12,219 +2%
LPL Financial
12
LPL Financial
California
$19.8M -$4.67M -107,388 -19%
AP
13
Advisors Preferred
Maryland
$18M +$17.9M +411,654 +23,577%
MCWS
14
McKinley Carter Wealth Services
West Virginia
$17.4M +$1.74M +39,948 +11%
Wells Fargo
15
Wells Fargo
California
$16.6M -$2.06M -47,460 -11%
WA
16
WestEnd Advisors
North Carolina
$14.4M +$2.33M +53,598 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.2M -$402K -9,243 -3%
QA
18
Quantitative Advantage
Minnesota
$12.1M -$3.3M -75,921 -21%
Citadel Advisors
19
Citadel Advisors
Florida
$11.3M -$323K -7,425 -3%
BCI
20
Brinker Capital Investments
Pennsylvania
$9.13M – – –
BWFA
21
Baltimore-Washington Financial Advisors
Maryland
$7.37M +$178K +4,095 +2%
SI
22
Stephens Inc
Arkansas
$7.11M -$20K -459 -0.3%
TSS
23
Two Sigma Securities
New York
$6.86M +$4.42M +101,619 +181%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$6.86M +$1.39M +32,067 +26%
BTIS
25
BB&T Investment Services
North Carolina
$6.69M +$2.02M +46,560 +43%
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