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iShares US Financial Services ETF
IYG

Overview Fund Activity

205 hedge funds and large institutions have $718M invested in iShares US Financial Services ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 92 reducing their positions, and 55 closing their positions.

Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
45
Increased
32
Reduced
92
Closed
55
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$1.36M

Top Buyers

1
KA
1
Kozak & Associates
Colorado
$9.36M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$5.6M
3
D
3
Diversified
Delaware
$3.37M
4
WFO
4
Wealthgate Family Office
Colorado
$3.29M
5
SFA
5
Source Financial Advisors
New York
$3.08M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Bank of America
3
Bank of America
North Carolina
$37.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$124M 826,029 -115,069 -12%
Goldman Sachs
2
Goldman Sachs
New York
$75M 499,769 -7,952 -2%
Morgan Stanley
3
Morgan Stanley
New York
$66.9M 445,670 -311,988 -41%
Bank of America
4
Bank of America
North Carolina
$37.3M 248,906 -355,484 -59%
RJA
5
Raymond James & Associates
Florida
$34.3M 228,300 -20,438 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.4M 155,825 +401 +0.3%
UBS Group
7
UBS Group
Switzerland
$22.3M 148,610 -38,319 -20%
AS
8
Altshuler Shaham
Israel
$19.6M 130,649 -103,242 -44%
CAM
9
Cresset Asset Management
Illinois
$18.4M 122,555 – –
LPL Financial
10
LPL Financial
California
$16.2M 108,274 -434,782 -80%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$15.9M 105,895 -223,418 -68%
Wells Fargo
12
Wells Fargo
California
$13.9M 92,871 -53,744 -37%
Citadel Advisors
13
Citadel Advisors
Florida
$13.7M 91,034 -3,149 -3%
FWCM
14
Ferguson Wellman Capital Management
Oregon
$12.1M 80,425 -11,985 -13%
Truist Financial
15
Truist Financial
North Carolina
$10.6M 70,847 -8,951 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.78M 65,167 -2,703,449 -98%
KA
17
Kozak & Associates
Colorado
$9.36M 59,818 +59,818 New
QA
18
Quantitative Advantage
Minnesota
$9.19M 61,227 -2,267 -4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$8.32M 52,722 -45,252 -46%
BCI
20
Brinker Capital Investments
Pennsylvania
$7.8M 52,000 – –
BWFA
21
Baltimore-Washington Financial Advisors
Maryland
$7.55M 50,292 -4,889 -9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.22M 48,101 -39,629 -45%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.82M 45,450 +8,402 +23%
AFG
24
Arkansas Financial Group
Arkansas
$6.19M 41,262 +7,228 +21%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$5.6M 37,350 +31,961 +593%
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