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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
226
MBM Wealth Consultants
Missouri
$4K -$60.3K -1,086 -94%
TFP
227
Tilia Fiduciary Partners
North Carolina
$3.78K – – –
NMG
228
New Millennium Group
Utah
$3.15K +$3.15K +60 New
AIM
229
Anchor Investment Management
South Carolina
$2.68K – – –
BA
230
Bellwether Advisors
Nebraska
$2.21K – – –
FHA
231
First Horizon Advisors
Tennessee
$2.09K – – –
LWANC
232
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.58K – – –
KFI
233
Key Financial Inc
Pennsylvania
$847 – – –
Millennium Management
234
Millennium Management
New York
– -$2.94M -62,382 Closed
AS
235
Altshuler Shaham
Israel
– -$1.62M -33,954 Closed
RPGK
236
Retirement Planning Group (Kansas)
Kansas
– -$714K -15,174 Closed
CWM
237
Cordatus Wealth Management
Pennsylvania
– -$389K -8,256 Closed
Simplex Trading
238
Simplex Trading
Illinois
– -$262K -5,571 Closed
GCP
239
GSA Capital Partners
United Kingdom
– -$250K -5,316 Closed
DTL
240
Dynamic Technology Lab
Singapore
– -$237K -5,040 Closed
KCM
241
Karp Capital Management
California
– -$233K -4,956 Closed
LDFR
242
Lehman & Derafelo Financial Resources
Pennsylvania
– -$61K -1,287 Closed
EAM
243
Erste Asset Management
Austria
– -$42.2K -897 Closed
GWSG
244
GPS Wealth Strategies Group
Colorado
– -$32K -678 Closed
WCAMG
245
Woodard & Company Asset Management Group
North Carolina
– -$30K -639 Closed
AWMS
246
Advocacy Wealth Management Services
Georgia
– -$30K -603 Closed
CFB
247
Cullen/Frost Bankers
Texas
– -$28K -600 Closed
HI
248
Hudock Inc
Pennsylvania
– -$20K -426 Closed
UIA
249
Ulland Investment Advisors
Minnesota
– -$12K -255 Closed
EIP
250
Ellis Investment Partners
Pennsylvania
– -$7K -150 Closed
7 8 9
10
11