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iShares US Financial Services ETF
IYG

160 hedge funds and large institutions have $813M invested in iShares US Financial Services ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

20% more capital invested

Capital invested by funds: $679M → $813M (+$134M)

11% more funds holding

Funds holding: 144 → 160 (+16)

6.89% more ownership

Funds ownership: 168.67% → 175.56% (+6.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $638K

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
54
Reduced
33
Closed
11
Calls
–
Puts
$638K
Net Calls
-$638K
Net Calls Change
-$868K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$17.1M
2
Truist Financial
Truist Financial
North Carolina
+$12.1M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$12M
4
RJA
Raymond James & Associates
Florida
+$6.87M
5
QA
Quantitative Advantage
Minnesota
+$6.64M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$4.58M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
3
Morgan Stanley
Morgan Stanley
New York
-$2.35M
4
CAM
Cypress Asset Management
Texas
-$2.27M
5
Jane Street
Jane Street
New York
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$153M +$17.1M +356,787 +13%
Goldman Sachs
2
Goldman Sachs
New York
$90.6M -$241K -5,016 -0.3%
Bank of America
3
Bank of America
North Carolina
$58.9M -$604K -12,573 -1%
Morgan Stanley
4
Morgan Stanley
New York
$51.4M -$2.35M -48,897 -5%
RJA
5
Raymond James & Associates
Florida
$49.7M +$6.87M +143,097 +17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$28.1M +$5.56M +115,722 +26%
CAM
7
Cresset Asset Management
Illinois
$26.7M – – –
FWCM
8
Ferguson Wellman Capital Management
Oregon
$21.9M -$105K -2,184 -0.5%
LPL Financial
9
LPL Financial
California
$20.1M +$340K +7,080 +2%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$20M -$82.7K -1,722 -0.4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$19.3M +$3.55M +73,815 +24%
Wells Fargo
12
Wells Fargo
California
$18.1M +$4.04K +84 +0%
QA
13
Quantitative Advantage
Minnesota
$16M +$6.64M +138,204 +78%
UBS Group
14
UBS Group
Switzerland
$14.9M -$7.49K -156 -0.1%
RW
15
RVW Wealth
California
$13.1M -$78.1K -1,626 -0.6%
Citadel Advisors
16
Citadel Advisors
Florida
$13M -$3.12M -64,947 -20%
Truist Financial
17
Truist Financial
North Carolina
$12.8M +$12.1M +252,246 New
NEIRG
18
New England Investment & Retirement Group
Massachusetts
$12.7M +$12M +250,299 New
NSLI
19
Nan Shan Life Insurance
Taiwan
$10.3M – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.81M +$2.22M +46,278 +31%
BWFA
21
Baltimore-Washington Financial Advisors
Maryland
$9.27M +$1.15M +23,865 +15%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$8.99M +$574K +11,958 +7%
BCI
23
Brinker Capital Investments
Pennsylvania
$7.89M – – –
SI
24
Stephens Inc
Arkansas
$7.63M +$73.6K +1,533 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.11M +$1,000K +20,820 +17%
1
2 3 4 5

IYG Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2019, worth a combined $813M — up 20% from $679M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYG positions and 11 closed out — a net gain of 19 holders — while 54 added to existing stakes and 33 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $17.1M. The largest seller was Credit Suisse, exiting entirely with an estimated $4.58M sold.

  • 160 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $813M of iShares US Financial Services ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 30 funds opened new iShares US Financial Services ETF positions in Q4 2019 and 11 closed out, a net change of +19 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2019 was RiverFront Investment Group, an estimated $17.1M added.
  • The largest iShares US Financial Services ETF seller in Q4 2019 was Credit Suisse, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2019.