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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$77.3M
2
EF
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
Morgan Stanley
New York
$115M
5
RJA
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$20.4M
2
AS
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
$6.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Trust Company
Kansas
$13K – – –
FA
252
Faithward Advisors
Pennsylvania
$11K – – –
AAP
253
Arax Advisory Partners
Colorado
$10K – – –
FRA
254
Front Row Advisors
California
$10K – – –
COCM
255
Charter Oak Capital Management
New Hampshire
$10K – – –
AWM
256
Abound Wealth Management
Tennessee
$9.65K +$9.65K +150 New
MFT
257
Moisand Fitzgerald Tamayo
Florida
$9K – – –
EIP
258
Ellis Investment Partners
Pennsylvania
$9K – – –
RPCONE
259
Retirement Planning Company of New England
Rhode Island
$9K +$9K +150 New
PA
260
Parallel Advisors
California
$8K -$31.2K -468 -80%
TWM
261
Tradition Wealth Management
Minnesota
$8K -$4.57K -72 -36%
MAM
262
Mystic Asset Management
Rhode Island
$8K +$8K +135 New
WCAMG
263
Woodard & Company Asset Management Group
North Carolina
$7K – – –
IRAG
264
Investment Research & Advisory Group
Georgia
$6K +$6K +96 New
GFPC
265
Global Financial Private Client
Florida
$5.6K – – –
BA
266
Bellwether Advisors
Nebraska
$5K – – –
TFP
267
Tilia Fiduciary Partners
North Carolina
$5K +$5K +72 New
AIM
268
Anchor Investment Management
South Carolina
$4.25K +$4.25K +66 New
TCWM
269
Total Clarity Wealth Management
Illinois
$4K +$4K +60 New
LWANC
270
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
AA
271
Addison Advisors
Vermont
$2K – – –
APC
272
Aspire Private Capital
North Carolina
$1K – – –
CA
273
CoreCap Advisors
Michigan
$1K +$1K +3 New
CWM
274
CarsonAllaria Wealth Management
Illinois
$1K +$1K +15 New
RP
275
Rice Partnership
Hawaii
$1K +$1K +21 New
8 9 10
11
12