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iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
CoreCap Advisors
Michigan
$598 +$598 +9 New
Lido Advisors
227
Lido Advisors
California
– -$559K -9,360 Closed
FA
228
FDx Advisors
Illinois
– -$301K -5,040 Closed
SA
229
SFI Advisors
New Jersey
– -$292K -4,893 Closed
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
– -$231K -3,870 Closed
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
– -$221K -3,699 Closed
AWM
232
Apollon Wealth Management
South Carolina
– -$215K -3,597 Closed
BIA
233
Biondo Investment Advisors
Pennsylvania
– -$201K -3,360 Closed
OP
234
ORG Partners
Indiana
– -$89.6K -1,500 Closed
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
– -$79.9K -1,338 Closed
PS
236
Planned Solutions
California
– -$58.7K -981 Closed
GWSG
237
GPS Wealth Strategies Group
Colorado
– -$40.5K -678 Closed
QFA
238
Quattro Financial Advisors
Texas
– -$425K -537 Closed
LF
239
Lee Financial
Texas
– -$11.8K -198 Closed
IRC
240
Investors Research Corp
Georgia
– -$11.3K -189 Closed
TWM
241
Tradition Wealth Management
Minnesota
– -$8K -132 Closed
GIA
242
Goodwin Investment Advisory
Georgia
– -$7.53K -126 Closed
DAC
243
Dividend Assets Capital
South Carolina
– -$7K -120 Closed
NMG
244
New Millennium Group
Utah
– -$3.58K -60 Closed
TVAMP
245
Tennessee Valley Asset Management Partners
Tennessee
– -$3.58K -60 Closed
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