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iShares US Financial Services ETF
IYG

Overview Fund Activity

264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
33
Increased
89
Reduced
81
Closed
39
Calls
$559K
Puts
$4.56M
Net Calls
-$4M
Net Calls Change
-$4.87M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$99.1M
2
Goldman Sachs
Goldman Sachs
New York
$90.8M
3
MWM
MinichMacGregor Wealth Management
New York
$17.9M
4
Bank of America
Bank of America
North Carolina
$175M
5
Jane Street
Jane Street
New York
$5.98M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$0
2
WA
WestEnd Advisors
North Carolina
$80.6B
3
EF
Empowered Funds
Pennsylvania
$0
4
Morgan Stanley
Morgan Stanley
New York
$86.5M
5
SFI
SPC Financial Inc
Maryland
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
251
Front Row Advisors
California
$9K – – –
EIP
252
Ellis Investment Partners
Pennsylvania
$8K – – –
TWM
253
Tradition Wealth Management
Minnesota
$8K – – –
GRP
254
Global Retirement Partners
California
$8K +$8K +150 New
PA
255
Parallel Advisors
California
$7K – – –
NIC
256
Northwest Investment Counselors
Oregon
$7K +$7K +120 New
HBW
257
Hazlett, Burt & Watson
West Virginia
$7K +$7K +123 New
IRAG
258
Investment Research & Advisory Group
Georgia
$6K – – –
SA
259
SFI Advisors
New Jersey
$5.43K +$15 +246 +0.3%
GFPC
260
Global Financial Private Client
Florida
$5.23K – – –
BA
261
Bellwether Advisors
Nebraska
$5K – – –
LFGH
262
Lee Financial Group Hawaii
Hawaii
$4.67K +$93 +1,551 +2%
TFP
263
Tilia Fiduciary Partners
North Carolina
$4K – – –
HWMA
264
Heritage Wealth Management (Arizona)
Arizona
$4K +$4K +72 New
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
AAS
266
Annex Advisory Services
Wisconsin
– -$115M -1,789,143 Closed
EF
267
Empowered Funds
Pennsylvania
– -$26.2M -407,175 Closed
SW
268
Signify Wealth
Missouri
– -$7.35M -114,159 Closed
Citadel Advisors
269
Citadel Advisors
Florida
– -$6.32M -98,202 Closed
FTS
270
Fifth Third Securities
Ohio
– -$3.59M -55,731 Closed
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
– -$3.17M -51,393 Closed
CFG
272
CMC Financial Group
Georgia
– -$3M -46,557 Closed
JSW
273
Journey Strategic Wealth
New Jersey
– -$2.25M -34,923 Closed
RIA
274
Regal Investment Advisors
Michigan
– -$1.35M -20,907 Closed
OC
275
Oppenheimer & Co
New York
– -$1.22M -18,945 Closed
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