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iShares US Financial Services ETF
IYG

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

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

62% more call options, than puts

Call options by funds: $945K | Put options by funds: $583K

6% more funds holding

Funds holding: 218 → 232 (+14)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

7% less capital invested

Capital invested by funds: $748M → $694M (-$53.3M)

9.37% less ownership

Funds ownership: 176.41% → 167.04% (-9.4%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.73%
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

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$5.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.2M
3
FWCM
Ferguson Wellman Capital Management
Oregon
+$2.39M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.12M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$43.9M
2
Bank of America
Bank of America
North Carolina
-$7.19M
3
RIG
RiverFront Investment Group
Virginia
-$6.75M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.86M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
226
MBM Wealth Consultants
Missouri
$4K -$56.9K -1,086 -94%
TFP
227
Tilia Fiduciary Partners
North Carolina
$3.78K – – –
NMG
228
New Millennium Group
Utah
$3.15K +$3.14K +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

IYG Hedge Fund Activity: Q4 2022 in Review

232 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2022, worth a combined $694M — down 7.1% from $748M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYG positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 84 trimmed.

The largest buyer was HRT Financial, adding an estimated $5.29M. The largest seller was Goldman Sachs, cutting an estimated $43.9M.

  • 232 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2022, up from 218 in Q3 2022.
  • Funds reported $694M of iShares US Financial Services ETF stock for Q4 2022, down 7.1% quarter-over-quarter.
  • 35 funds opened new iShares US Financial Services ETF positions in Q4 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2022 was HRT Financial, an estimated $5.29M added.
  • The largest iShares US Financial Services ETF seller in Q4 2022 was Goldman Sachs, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.