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IYK Holdings Changes image
This page summarizes the IYK holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether IYK is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing IYK Share Count
Signaturefd LLC 10 635 +625 +6250.00%
Cambridge Investment Research Advisors Inc. 3,845 10,577 +6,732 +175.08%
Tower Research Capital LLC TRC 1,343 3,073 +1,730 +128.82%
Ameritas Investment Company LLC 348 673 +325 +93.39%
Credit Suisse AG 26,554 40,486 +13,932 +52.47%
Raymond James Financial Services Advisors Inc. 6,839 9,791 +2,952 +43.16%
DAVENPORT & Co LLC 3,471 4,493 +1,022 +29.44%
HighTower Advisors LLC 1,756 2,158 +402 +22.89%
Glenview Trust Co 3,040 3,635 +595 +19.57%
LPL Financial LLC 24,868 28,601 +3,733 +15.01%
Advisor Group Inc. 9,719 11,169 +1,450 +14.92%
Bank of New York Mellon Corp 4,175 4,503 +328 +7.86%
United Capital Financial Advisers LLC 12,829 13,416 +587 +4.58%
Royal Bank of Canada 64,832 67,410 +2,578 +3.98%
IHT Wealth Management LLC 6,009 6,212 +203 +3.38%
Steward Partners Investment Advisory LLC 6,073 6,271 +198 +3.26%
Janney Montgomery Scott LLC 9,889 10,208 +319 +3.23%
Ladenburg Thalmann Financial Services Inc. 6,203 6,392 +189 +3.05%
Goldman Sachs Group Inc. 29,266 29,966 +700 +2.39%
CIBC World Markets Inc. 56,389 57,190 +801 +1.42%
Envestnet Asset Management Inc. 3,768 3,819 +51 +1.35%
Mutual Advisors LLC 2,231 2,261 +30 +1.34%
Mycio Wealth Partners LLC 2,966 3,002 +36 +1.21%
Family Firm Inc. 3,660 3,703 +43 +1.17%
Huntington National Bank 3,355 3,393 +38 +1.13%
Bank of America Corp DE 182,282 184,093 +1,811 +0.99%
Baystate Wealth Management LLC 107 108 +1 +0.93%
Northwestern Mutual Wealth Management Co. 964 968 +4 +0.41%
Carroll Financial Associates Inc. 548 550 +2 +0.36%
Gemmer Asset Management LLC 301 302 +1 +0.33%
Morgan Stanley 239,877 240,636 +759 +0.32%
Ellis Investment Partners LLC 683 685 +2 +0.29%
Patriot Investment Management Inc. 2,960 2,961 +1 +0.03%
13F Filers Reporting New Positions In IYK
Proequities Inc. 0 0 UNCH 100%
Truist Financial Corp 0 7,003 +7,003 +100%
Woodley Farra Manion Portfolio Management Inc. 0 15 +15 +100%
Equitable Holdings Inc. 0 3,170 +3,170 +100%
BlackRock Inc. 0 841 +841 +100%
First Republic Investment Management Inc. 0 1,850 +1,850 +100%
Ancora Advisors LLC 0 140 +140 +100%
Prospera Financial Services Inc 0 2,546 +2,546 +100%
Samalin Investment Counsel LLC 0 841 +841 +100%
Jane Street Group LLC 0 8,547 +8,547 +100%
Capital Asset Advisory Services LLC 0 30 +30 +100%
HCR Wealth Advisors 0 1,475 +1,475 +100%
Affiance Financial LLC 0 1,225 +1,225 +100%
Maltin Wealth Management Inc. 0 698 +698 +100%
Atlas Private Wealth Management 0 1,183 +1,183 +100%
First Citizens Financial Corp 0 12,523 +12,523 +100%
Great Diamond Partners LLC 0 69 +69 +100%
Stonebridge Financial Planning Group LLC 0 8,639 +8,639 +100%
EPG Wealth Management LLC 0 15 +15 +100%
Capital Advisory Group Advisory Services LLC 0 999 +999 +100%
Carolinas Wealth Consulting LLC 0 21 +21 +100%
Archer Investment Corp 0 1,134 +1,134 +100%
Sowa Financial Group Inc. 0 99 +99 +100%
13F Filers With Unchanged Share Count
Bank of Nova Scotia 1,896 1,896 UNCH 0.00%
Cullen Frost Bankers Inc. 3,000 3,000 UNCH 0.00%
PNC Financial Services Group Inc. 2,097 2,097 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 4,110 4,110 UNCH 0.00%
Blair William & Co. IL 2,237 2,237 UNCH 0.00%
Bessemer Group Inc. 5,304 5,304 UNCH 0.00%
Colony Group LLC 2,530 2,530 UNCH 0.00%
Quantum Capital Management 445 445 UNCH 0.00%
North Star Investment Management Corp. 150 150 UNCH 0.00%
Reilly Financial Advisors LLC 150 150 UNCH 0.00%
AdvisorNet Financial Inc 5 5 UNCH 0.00%
Sandy Spring Bank 560 560 UNCH 0.00%
Stillwater Capital Advisors LLC 5,708 5,708 UNCH 0.00%
First Allied Advisory Services Inc. 4,255 4,255 UNCH 0.00%
Cetera Advisors LLC 1,775 1,775 UNCH 0.00%
Madden Advisory Services Inc. 6,350 6,350 UNCH 0.00%
Advisory Services Network LLC 525 525 UNCH 0.00%
FTB Advisors Inc. 209 209 UNCH 0.00%
Capital Analysts LLC 66 66 UNCH 0.00%
Ironwood Financial llc 235 235 UNCH 0.00%
IFP Advisors Inc 40 40 UNCH 0.00%
Coastal Bridge Advisors LLC 3,499 3,499 UNCH 0.00%
Jacobi Capital Management LLC 109 109 UNCH 0.00%
Aua Capital Management LLC 719 719 UNCH 0.00%
Valeo Financial Advisors LLC 1,015 1,015 UNCH 0.00%
Front Row Advisors LLC 340 340 UNCH 0.00%
Trustcore Financial Services LLC 100 100 UNCH 0.00%
Global Retirement Partners LLC 50 50 UNCH 0.00%
Graves Light Private Wealth Management Inc. 2,217 2,217 UNCH 0.00%
Coastal Capital Group Inc. 75 75 UNCH 0.00%
Personal Wealth Partners 185 185 UNCH 0.00%
13F Filers Decreasing IYK Share Count
Bank of Montreal Can 2,485 239 -2,246 -90.38%
Citadel Advisors LLC 43,166 19,426 -23,740 -55.00%
Osborn Williams & Donohoe LLC 13,255 8,255 -5,000 -37.72%
Susquehanna International Group LLP 39,781 25,120 -14,661 -36.85%
GWM Advisors LLC 11,543 9,034 -2,509 -21.74%
FMR LLC 2,552 2,081 -471 -18.46%
Sowell Financial Services LLC 900 800 -100 -11.11%
CWM LLC 2,512 2,325 -187 -7.44%
grace capital 8,900 8,300 -600 -6.74%
Citigroup Inc. 265 249 -16 -6.04%
Private Advisor Group LLC 12,204 11,546 -658 -5.39%
First Merchants Corp 2,137 2,030 -107 -5.01%
RiverFront Investment Group LLC 77,142 74,462 -2,680 -3.47%
BDO Wealth Advisors LLC 465 450 -15 -3.23%
Stifel Financial Corp 2,756 2,671 -85 -3.08%
Sigma Planning Corp 1,719 1,669 -50 -2.91%
JPMorgan Chase & Co. 4,642 4,518 -124 -2.67%
Blankinship & Foster LLC 4,111 4,003 -108 -2.63%
Conservest Capital Advisors Inc. 17,915 17,489 -426 -2.38%
UBS Group AG 149,523 146,034 -3,489 -2.33%
Fernwood Investment Management LLC 27,482 27,116 -366 -1.33%
Commonwealth Equity Services LLC 8,620 8,515 -105 -1.22%
Raymond James & Associates 45,122 44,602 -520 -1.15%
Ameriprise Financial Inc. 18,625 18,448 -177 -0.95%
Simmons Bank 5,772 5,722 -50 -0.87%
Wells Fargo & Company MN 47,839 47,536 -303 -0.63%
13F Filers Exiting IYK
Fulcrum Equity Management 29,547 0 -29,547 -100.00%
Towerpoint Wealth LLC 50 0 -50 -100.00%
AE Wealth Management LLC 2,541 0 -2,541 -100.00%
Syntal Capital Partners LLC 17,108 0 -17,108 -100.00%
Usca Ria LLC 146 0 -146 -100.00%
Nelson Roberts Investment Advisors LLC 240 0 -240 -100.00%
Dfpg Investments LLC 5,780 0 -5,780 -100.00%
Marshall Wace LLP 1,056 0 -1,056 -100.00%
Navellier & Associates Inc 14,943 0 -14,943 -100.00%
Quest Capital Management Inc. ADV 113 0 -113 -100.00%
Whitener Capital Management Inc. 175 0 -175 -100.00%
Fifth Third Bancorp 200 0 -200 -100.00%

See Summary: Institutional Holders of IYK
See Details: Top 10 Hedge Funds Holding IYK

IYK Holdings Changes | www.HoldingsChannel.com

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