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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$6.69M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.89M
4
RIG
RiverFront Investment Group
Virginia
+$3.87M
5
Bank of America
Bank of America
North Carolina
+$2.77M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.52M
3
Jane Street
Jane Street
New York
-$2.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.23M
5
UBS Group
UBS Group
Switzerland
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$9.81K – – –
HGERS
227
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9K +125 New
SWM
228
Spire Wealth Management
Virginia
$8.64K – – –
CAS
229
Coppell Advisory Solutions
Texas
$8.4K – – –
TAM
230
Tucker Asset Management
Colorado
$8.17K -$18.7K -240 -70%
CT
231
Colonial Trust
South Carolina
$7.9K – – –
GSWM
232
Golden State Wealth Management
California
$7.7K +$7.7K +99 New
T
233
Transce3nd
Texas
$6.46K +$6.46K +83 New
GWP
234
Gen-Wealth Partners
Michigan
$6.3K – – –
VWM
235
Venturi Wealth Management
Texas
$5.14K – – –
NMG
236
New Millennium Group
Utah
$4.67K – – –
NWM
237
Nova Wealth Management
Florida
$4.44K +$4.44K +57 New
GA
238
GoalVest Advisory
New York
$4.36K +$4.36K +56 New
BA
239
Bellwether Advisors
Nebraska
$3.27K +$3.27K +42 New
TVWM
240
Tower View Wealth Management
Wisconsin
$3.04K +$3.04K +39 New
SIS
241
Sound Income Strategies
Florida
$2.57K +$2.57K +33 New
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.34K – – –
KWAG
243
Kiely Wealth Advisory Group
North Carolina
$2.25K – – –
GRP
244
Global Retirement Partners
California
$1.87K – – –
KFI
245
Key Financial Inc
Pennsylvania
$1.4K – – –
FWP
246
FAS Wealth Partners
Kansas
$1.4K +$1.4K +18 New
HWM
247
Hemington Wealth Management
Virginia
$1K – – –
CA
248
CoreCap Advisors
Michigan
$467 -$99.2K -1,275 -100%
Jane Street
249
Jane Street
New York
– -$2.5M -35,149 Closed
Prudential Financial
250
Prudential Financial
New Jersey
– -$1.01M -14,179 Closed
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