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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
3
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
4
Bank of America
North Carolina
$150M
5
Truist Financial
5
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
LGA
2
Lebenthal Global Advisors
New York
$4.16M
3
WIA
3
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$4K -$5K -75 -56%
AF
227
Advisornet Financial
Minnesota
$3K – – –
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
AA
229
Addison Advisors
Vermont
$2K +$2K +33 New
APC
230
Aspire Private Capital
North Carolina
$1K -$71.7K -1,506 -99%
CWA
231
Clearview Wealth Advisors
Oregon
$1K -$29.7K -624 -97%
FA
232
Faithward Advisors
Pennsylvania
$1K +$1K +21 New
LGWM
233
Litman Gregory Wealth Management
California
$888 -$3.91K -11,721 -81%
BBHC
234
Brown Brothers Harriman & Co
New York
$17 +$17 +282 New
MW
235
Marks Wealth
Maryland
– -$18.8M -329,736 Closed
HIIFS
236
Harel Insurance Investments & Financial Services
Israel
– -$2.99M -52,440 Closed
Jane Street
237
Jane Street
New York
– -$652K -11,421 Closed
KPWS
238
Kestra Private Wealth Services
Texas
– -$453K -7,935 Closed
LA
239
Legacy Advisors
Pennsylvania
– -$437K -7,650 Closed
JIC
240
Johnson Investment Counsel
Ohio
– -$372K -6,510 Closed
WWM
241
Western Wealth Management
Colorado
– -$253K -4,437 Closed
VFA
242
Voya Financial Advisors
Connecticut
– -$229K -3,984 Closed
SFS
243
Sowell Financial Services
Arkansas
– -$201K -3,219 Closed
WAP
244
Wealthcare Advisory Partners
Pennsylvania
– -$125K -2,184 Closed
IAIM
245
International Assets Investment Management
Florida
– -$50K -1,008 Closed
VFA
246
Valeo Financial Advisors
Indiana
– -$44K -777 Closed
ACM
247
Allred Capital Management
Texas
– -$43.2K -756 Closed
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
– -$31K -543 Closed
CG
249
Cutler Group
California
– -$17K -300 Closed
Barclays
250
Barclays
United Kingdom
– -$8K -141 Closed
7 8 9
10
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