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iShares US Financial Services ETF
IYG

Overview Fund Activity

144 hedge funds and large institutions have $679M invested in iShares US Financial Services ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
28
Reduced
62
Closed
17
Calls
$1.39M
Puts
$1.16M
Net Calls
+$230K
Net Calls Change
-$1M

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$4.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.7M
3
SI
3
Stephens Inc
Arkansas
$6.79M
4
LPL Financial
4
LPL Financial
California
$17.7M
5
KCM
5
Karp Capital Management
California
$4.48M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$4.58M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.71M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$121M 888,331 -15,493 -2%
Goldman Sachs
2
Goldman Sachs
New York
$81.7M 598,492 +299 +0%
Bank of America
3
Bank of America
North Carolina
$53.5M 392,470 -13,795 -3%
Morgan Stanley
4
Morgan Stanley
New York
$48.4M 354,669 -17,476 -5%
RJA
5
Raymond James & Associates
Florida
$38.1M 279,352 -2,018 -0.7%
CAM
6
Cresset Asset Management
Illinois
$24M 175,773 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20M 146,333 -417 -0.3%
FWCM
8
Ferguson Wellman Capital Management
Oregon
$19.8M 144,930 -90 -0.1%
MCWS
9
McKinley Carter Wealth Services
West Virginia
$18.1M 132,348 -1,444 -1%
LPL Financial
10
LPL Financial
California
$17.7M 129,818 +17,347 +15%
Wells Fargo
11
Wells Fargo
California
$16.2M 119,095 -7,936 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$14.7M 107,534 +23,973 +29%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$14M 102,765 -11,765 -10%
UBS Group
14
UBS Group
Switzerland
$13.4M 98,240 -19,248 -16%
RW
15
RVW Wealth
California
$11.8M 86,680 -5,377 -6%
NSLI
16
Nan Shan Life Insurance
Taiwan
$9.23M 67,624 – –
BTS
17
BB&T Securities
Virginia
$8.11M 59,417 -1,268 -2%
QA
18
Quantitative Advantage
Minnesota
$8.1M 59,362 +5,379 +10%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$7.54M 55,242 +129 +0.2%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$7.24M 53,099 -471 -0.9%
BCI
21
Brinker Capital Investments
Pennsylvania
$7.09M 52,000 – –
SI
22
Stephens Inc
Arkansas
$6.79M 49,746 +22,173 +80%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.71M 49,191 -27,069 -35%
CAM
24
Cypress Asset Management
Texas
$6.29M 46,083 -2,530 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.44M 39,863 +996 +3%
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