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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
226
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.13K – – –
GRP
227
Global Retirement Partners
California
$1.7K – – –
KFI
228
Key Financial Inc
Pennsylvania
$1.28K – – –
HWM
229
Hemington Wealth Management
Virginia
$1K +$1K +15 New
HFS
230
Hantz Financial Services
Michigan
$1K +$1K +15 New
PFA
231
Pinnacle Family Advisors
Missouri
– -$3.03M -46,462 Closed
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
– -$946K -14,513 Closed
COCM
233
Charter Oak Capital Management
New Hampshire
– -$388K -5,952 Closed
KF
234
KKM Financial
Illinois
– -$700K -5,197 Closed
RIA
235
Realta Investment Advisors
Delaware
– -$324K -4,962 Closed
D.E. Shaw & Co
236
D.E. Shaw & Co
New York
– -$301K -4,615 Closed
AI
237
Atria Investments
North Carolina
– -$293K -4,498 Closed
GFA
238
Gallagher Fiduciary Advisors
Illinois
– -$287K -4,408 Closed
FTUS
239
Flow Traders U.S.
New York
– -$265K -4,068 Closed
AP
240
Advisors Preferred
Maryland
– -$246K -3,758 Closed
SFI
241
SPC Financial Inc
Maryland
– -$225K -3,450 Closed
CI
242
CX Institutional
Indiana
– -$223K -3,412 Closed
MC
243
Moors & Cabot
Massachusetts
– -$205K -3,138 Closed
ATPW
244
Ashton Thomas Private Wealth
Arizona
– -$27.4K -420 Closed
IA
245
IFP Advisors
Florida
– -$26.2K -402 Closed
TSWM
246
Tyler-Stone Wealth Management
Ohio
– -$20K -306 Closed
SIS
247
Sound Income Strategies
Florida
– -$18.2K -279 Closed
NFSG
248
Newbridge Financial Services Group
Florida
– -$16.1K -247 Closed
AIC
249
Archer Investment Corporation
Indiana
– -$9.78K -150 Closed
AWM
250
Abound Wealth Management
Tennessee
– -$9.78K -150 Closed
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