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iShares US Financial Services ETF
IYG

275 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, 98 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

48% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.81M

42% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 69

14% more funds holding

Funds holding: 242 → 275 (+33)

4.15% less ownership

Funds ownership: 211.56% → 207.41% (-4.2%)

97% less capital invested

Capital invested by funds: $73.1B → $1.83B (-$71.3B)

Holders
275
Holders Change
+33
Holders Change %
+13.64%
% 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
98
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.81M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

Rank Fund Capital Flow
1
WA
WestEnd Advisors
North Carolina
+$78.3M
2
EF
Empowered Funds
Pennsylvania
+$26.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.3M
4
Morgan Stanley
Morgan Stanley
New York
+$10.2M
5
RJA
Raymond James & Associates
Florida
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$91.5M
2
AS
Altshuler Shaham
Israel
-$89.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.27M
5
FTUS
Flow Traders U.S.
New York
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
251
Glen Eagle Advisors
New Jersey
$13.9K – – –
TC
252
Trust Company
Kansas
$13K – – –
FA
253
Faithward Advisors
Pennsylvania
$11K – – –
AAP
254
Arax Advisory Partners
Colorado
$10K – – –
COCM
255
Charter Oak Capital Management
New Hampshire
$10K – – –
FRA
256
Front Row Advisors
California
$10K – – –
AWM
257
Abound Wealth Management
Tennessee
$9.65K +$9.78K +150 New
EIP
258
Ellis Investment Partners
Pennsylvania
$9K – – –
MFT
259
Moisand Fitzgerald Tamayo
Florida
$9K – – –
RPCONE
260
Retirement Planning Company of New England
Rhode Island
$9K +$9.78K +150 New
PA
261
Parallel Advisors
California
$8K -$30.5K -468 -80%
TWM
262
Tradition Wealth Management
Minnesota
$8K -$4.69K -72 -36%
MAM
263
Mystic Asset Management
Rhode Island
$8K +$8.8K +135 New
WCAMG
264
Woodard & Company Asset Management Group
North Carolina
$7K – – –
IRAG
265
Investment Research & Advisory Group
Georgia
$6K +$6.26K +96 New
GFPC
266
Global Financial Private Client
Florida
$5.6K – – –
BA
267
Bellwether Advisors
Nebraska
$5K – – –
TFP
268
Tilia Fiduciary Partners
North Carolina
$5K +$4.69K +72 New
AIM
269
Anchor Investment Management
South Carolina
$4.25K +$4.3K +66 New
TCWM
270
Total Clarity Wealth Management
Illinois
$4K +$3.91K +60 New
AA
271
Addison Advisors
Vermont
$2K – – –
LWANC
272
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
APC
273
Aspire Private Capital
North Carolina
$1K – – –
CA
274
CoreCap Advisors
Michigan
$1K +$196 +3 New
CWM
275
CarsonAllaria Wealth Management
Illinois
$1K +$978 +15 New
8 9 10
11
12

IYG Hedge Fund Activity: Q4 2021 in Review

275 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2021, worth a combined $1.83B — down 97% from $73.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IYG positions and 21 closed out — a net gain of 34 holders — while 98 added to existing stakes and 69 trimmed.

The largest buyer was WestEnd Advisors, opening a new position worth an estimated $78.3M. The largest seller was RiverFront Investment Group, cutting an estimated $91.5M.

  • 275 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2021, up from 242 in Q3 2021.
  • Funds reported $1.83B of iShares US Financial Services ETF stock for Q4 2021, down 97% quarter-over-quarter.
  • 55 funds opened new iShares US Financial Services ETF positions in Q4 2021 and 21 closed out, a net change of +34 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2021 was WestEnd Advisors, an estimated $78.3M added.
  • The largest iShares US Financial Services ETF seller in Q4 2021 was RiverFront Investment Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q4 2021.