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iShares US Financial Services ETF
IYG

Overview Fund Activity

148 hedge funds and large institutions have $687M invested in iShares US Financial Services ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
30
Reduced
59
Closed
20
Calls
$2.45M
Puts
$1.22M
Net Calls
+$1.23M
Net Calls Change
-$2.3M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$13.4M
2
CAM
2
Cypress Asset Management
Texas
$6.51M
3
FTS
3
Fifth Third Securities
Ohio
$1.87M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$2.91M
5
HCM
5
Hilton Capital Management
New York
$765K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$54.4M
3
BTS
3
BB&T Securities
Virginia
$8.13M
4
RJA
4
Raymond James & Associates
Florida
$37.7M
5
WA
5
WestEnd Advisors
North Carolina
$5.49K
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$121M 903,824 -24,320 -3%
Goldman Sachs
2
Goldman Sachs
New York
$80.1M 598,193 +161 +0%
Bank of America
3
Bank of America
North Carolina
$54.4M 406,265 -242,475 -37%
Morgan Stanley
4
Morgan Stanley
New York
$49.8M 372,145 -10,435 -3%
RJA
5
Raymond James & Associates
Florida
$37.7M 281,370 -138,671 -33%
CAM
6
Cresset Asset Management
Illinois
$23.5M 175,773 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.6M 146,750 -74,123 -34%
FWCM
8
Ferguson Wellman Capital Management
Oregon
$19.4M 145,020 -23,850 -14%
MCWS
9
McKinley Carter Wealth Services
West Virginia
$17.9M 133,792 +305 +0.2%
Wells Fargo
10
Wells Fargo
California
$17M 127,031 -17,486 -12%
UBS Group
11
UBS Group
Switzerland
$15.7M 117,488 -14,607 -11%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$15.3M 114,530 -370,228 -76%
LPL Financial
13
LPL Financial
California
$15.1M 112,471 +5,122 +5%
CS
14
Credit Suisse
Switzerland
$13.4M 99,996 +47,855 +92%
RW
15
RVW Wealth
California
$12.3M 92,057 +2,423 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$11.2M 83,561 -18,852 -18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.2M 76,260 +900 +1%
NSLI
18
Nan Shan Life Insurance
Taiwan
$9.05M 67,624 -32,632 -33%
BTS
19
BB&T Securities
Virginia
$8.13M 60,685 -177,857 -75%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$7.38M 55,113 -623 -1%
QA
21
Quantitative Advantage
Minnesota
$7.23M 53,983 +2,384 +5%
BWFA
22
Baltimore-Washington Financial Advisors
Maryland
$7.17M 53,570 -517 -1%
BCI
23
Brinker Capital Investments
Pennsylvania
$6.96M 52,000 -2,000 -4%
CAM
24
Cypress Asset Management
Texas
$6.51M 48,613 +25,938 +114%
Stifel Financial
25
Stifel Financial
Missouri
$5.39M 40,287 +4,866 +14%
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