IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$77.3M
2
EF
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
Morgan Stanley
New York
$115M
5
RJA
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$20.4M
2
AS
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
$6.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
226
Cassady Schiller Wealth Management
Ohio
$39K +$39K +600 New
TSWM
227
Tyler-Stone Wealth Management
Ohio
$39K +$39K +606 New
HI
228
Hudock Inc
Pennsylvania
$33K -$2.25K -36 -6%
RA
229
Rise Advisors
New York
$31.5K +$31.5K +489 New
TAM
230
Tucker Asset Management
Colorado
$29.8K – – –
SIC
231
Salem Investment Counselors
North Carolina
$29K – – –
IIL
232
Insight Inv LLC
California
$29K +$29K +450 New
ZIG
233
Zullo Investment Group
Pennsylvania
$29K +$29K +453 New
ED
234
Exane Derivatives
France
$27.2K -$899K -13,965 -97%
CAAS
235
Capital Asset Advisory Services
Michigan
$26K – – –
TFGT
236
TS Financial Group (TSFG)
Illinois
$26K +$11.6K +180 +80%
AIC
237
Archer Investment Corporation
Indiana
$25.1K – – –
TRCT
238
Tower Research Capital (TRC)
New York
$24K -$633K -9,897 -96%
Optiver Holding
239
Optiver Holding
Netherlands
$24K +$21.6K +348 +892%
WTA
240
Washington Trust Advisors
Massachusetts
$21K +$21K +324 New
SWA
241
SOA Wealth Advisors
New York
$20K +$187 +3 +0.9%
FHA
242
First Horizon Advisors
Tennessee
$20K +$3.59K +57 +22%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$19K – – –
FF
244
FourThought Financial
Florida
$19K – – –
MAM
245
Meeder Asset Management
Ohio
$15K – – –
AF
246
Allworth Financial
California
$15K – – –
NFSG
247
Newbridge Financial Services Group
Florida
$15K +$190 +3 +1%
LPWM
248
Lake Point Wealth Management
Texas
$15K +$15K +234 New
HNB
249
Huntington National Bank
Ohio
$14K -$14K – –
GEA
250
Glen Eagle Advisors
New Jersey
$13.9K – – –
8 9
10
11 12