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iShares US Financial Services ETF
IYG

Overview Fund Activity

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.

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.16%
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
1
RiverFront Investment Group
Virginia
$153M
2
Truist Financial
2
Truist Financial
North Carolina
$12.8M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$12.7M
4
RJA
4
Raymond James & Associates
Florida
$49.7M
5
QA
5
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.4M
4
CAM
4
Cypress Asset Management
Texas
$4.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$153M 1,007,260 +118,929 +13%
Goldman Sachs
2
Goldman Sachs
New York
$90.6M 596,820 -1,672 -0.3%
Bank of America
3
Bank of America
North Carolina
$58.9M 388,279 -4,191 -1%
Morgan Stanley
4
Morgan Stanley
New York
$51.4M 338,370 -16,299 -5%
RJA
5
Raymond James & Associates
Florida
$49.7M 327,051 +47,699 +17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$28.1M 184,907 +38,574 +26%
CAM
7
Cresset Asset Management
Illinois
$26.7M 175,773 – –
FWCM
8
Ferguson Wellman Capital Management
Oregon
$21.9M 144,202 -728 -0.5%
LPL Financial
9
LPL Financial
California
$20.1M 132,178 +2,360 +2%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$20M 131,774 -574 -0.4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$19.3M 127,370 +24,605 +24%
Wells Fargo
12
Wells Fargo
California
$18.1M 119,123 +28 +0%
QA
13
Quantitative Advantage
Minnesota
$16M 105,430 +46,068 +78%
UBS Group
14
UBS Group
Switzerland
$14.9M 98,188 -52 -0.1%
RW
15
RVW Wealth
California
$13.1M 86,138 -542 -0.6%
Citadel Advisors
16
Citadel Advisors
Florida
$13M 85,885 -21,649 -20%
Truist Financial
17
Truist Financial
North Carolina
$12.8M 84,082 +84,082 New
NEIRG
18
New England Investment & Retirement Group
Massachusetts
$12.7M 83,433 +83,433 New
NSLI
19
Nan Shan Life Insurance
Taiwan
$10.3M 67,624 – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.81M 64,617 +15,426 +31%
BWFA
21
Baltimore-Washington Financial Advisors
Maryland
$9.27M 61,054 +7,955 +15%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$8.99M 59,228 +3,986 +7%
BCI
23
Brinker Capital Investments
Pennsylvania
$7.9M 52,000 – –
SI
24
Stephens Inc
Arkansas
$7.63M 50,257 +511 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.11M 46,803 +6,940 +17%
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