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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $767M invested in iShares US Financial Services ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-32
Holders Change %
-12.12%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
48
Reduced
98
Closed
59
Calls
$534K
Puts
$296K
Net Calls
+$238K
Net Calls Change
+$4.24M

Top Buyers

1
Millennium Management
Millennium Management
New York
$9.06M
2
Jane Street
Jane Street
New York
$10.2M
3
MFG
Merit Financial Group
Georgia
$4.89M
4
Citadel Advisors
Citadel Advisors
Florida
$4.57M
5
FTS
Fifth Third Securities
Ohio
$2.93M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$48.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.1M
5
RJA
Raymond James & Associates
Florida
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$3.56K – – –
BTI
227
Blue Trust Inc
Georgia
$3K +$3K +45 New
VVP
228
Venture Visionary Partners
Ohio
$2.37K +$2.37K +48 New
LWANC
229
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
TFA
230
Transamerica Financial Advisors
Florida
$1K +$1K +3 New
KFI
231
Key Financial Inc
Pennsylvania
$1K +$1K +18 New
FHA
232
First Horizon Advisors
Tennessee
$1K +$1K +39 New
BRWM
233
B. Riley Wealth Management
Tennessee
$557 -$22 -450 -4%
MWM
234
MinichMacGregor Wealth Management
New York
– -$17.9M -297,222 Closed
AI
235
Atria Investments
North Carolina
– -$5.36M -89,238 Closed
Allianz Asset Management
236
Allianz Asset Management
Germany
– -$2.38M -39,600 Closed
WDL
237
Well Done LLC
Michigan
– -$2.27M -37,770 Closed
FAIM
238
Financial Advocates Investment Management
Washington
– -$689K -37,455 Closed
TW
239
TrinityPoint Wealth
Connecticut
– -$1.55M -25,860 Closed
TCA
240
Transcend Capital Advisors
New Jersey
– -$1.46M -24,354 Closed
SMG
241
Spectrum Management Group
Indiana
– -$1.44M -24,009 Closed
SWA
242
Stratos Wealth Advisors
Ohio
– -$1.01M -16,788 Closed
OCPWS
243
One Charles Private Wealth Services
Massachusetts
– -$878K -14,604 Closed
AR
244
Apeiron RIA
Texas
– -$663K -11,388 Closed
WP
245
WealthSource Partners
California
– -$667K -11,088 Closed
AG
246
Ascent Group
Virginia
– -$547K -9,105 Closed
PFS
247
Prospera Financial Services
Texas
– -$525K -8,736 Closed
9WM
248
9258 Wealth Management
Ohio
– -$412K -6,852 Closed
SB
249
Strategic Blueprint
Georgia
– -$361K -6,003 Closed
W
250
WealthOne
New York
– -$325K -5,400 Closed
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