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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$34.9M
2
Bank of America
2
Bank of America
North Carolina
$174M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
RJA
4
Raymond James & Associates
Florida
$132M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$131M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$71.4B
2
RIG
2
RiverFront Investment Group
Virginia
$108M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
LGA
4
Lebenthal Global Advisors
New York
$297K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
226
Liberty Wealth Management
California
$11K – – –
HWMA
227
Heritage Wealth Management (Arizona)
Arizona
$10K -$3.53K -54 -26%
COCM
228
Charter Oak Capital Management
New Hampshire
$10K – – –
FA
229
Faithward Advisors
Pennsylvania
$10K +$8.73K +144 +686%
MFT
230
Moisand Fitzgerald Tamayo
Florida
$9K – – –
FRA
231
Front Row Advisors
California
$9K – – –
EIP
232
Ellis Investment Partners
Pennsylvania
$9K – – –
AAP
233
Arax Advisory Partners
Colorado
$9K +$9K +150 New
Simplex Trading
234
Simplex Trading
Illinois
$7K – – –
WCAMG
235
Woodard & Company Asset Management Group
North Carolina
$7K +$7K +114 New
GFPC
236
Global Financial Private Client
Florida
$5.57K – – –
BA
237
Bellwether Advisors
Nebraska
$5K – – –
LFG
238
Larson Financial Group
Missouri
$5K +$5K +87 New
AA
239
Addison Advisors
Vermont
$2K – – –
LWANC
240
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
Optiver Holding
241
Optiver Holding
Netherlands
$2K +$2K +39 New
APC
242
Aspire Private Capital
North Carolina
$1K – – –
TWA
243
TCI Wealth Advisors
Arizona
$1K +$1K +9 New
BCI
244
Brinker Capital Investments
Pennsylvania
– -$9.63M -156,000 Closed
JWCA
245
J.W. Cole Advisors
Florida
– -$3.41M -55,179 Closed
DTIM
246
Danda Trouve Investment Management
Kansas
– -$2.45M -39,657 Closed
BlackRock
247
BlackRock
New York
– -$2.33M -37,668 Closed
BCM
248
Beaumont Capital Management
Massachusetts
– -$1.24M -20,004 Closed
BFA
249
Beaumont Financial Advisors
Massachusetts
– -$661K -10,713 Closed
ACP
250
Aveo Capital Partners
Colorado
– -$276K -4,476 Closed
7 8 9
10
11