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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 %
WPA
276
Winning Points Advisors
Florida
– -$645K -14,400 Closed
LGWM
277
Litman Gregory Wealth Management
California
– -$926K -14,385 Closed
GCA
278
Genesee Capital Advisors
New York
– -$742K -11,535 Closed
Renaissance Technologies
279
Renaissance Technologies
New York
– -$328K -5,100 Closed
FCA
280
FLC Capital Advisors
California
– -$309K -4,794 Closed
WCM
281
WealthBridge Capital Management
Ohio
– -$296K -4,596 Closed
HSA
282
HBK Sorce Advisory
Pennsylvania
– -$290K -4,512 Closed
MOS
283
MGO One Seven
Ohio
– -$233K -3,627 Closed
CWS
284
Cypress Wealth Services
California
– -$233K -3,624 Closed
1CM
285
1492 Capital Management
Wisconsin
– -$227K -3,525 Closed
SIC
286
Samalin Investment Counsel
New York
– -$213K -3,303 Closed
CPIG
287
Chicago Partners Investment Group
Illinois
– -$211K -3,249 Closed
FLII
288
First Long Island Investors
New York
– -$201K -3,120 Closed
TFO
289
Tarbox Family Office
California
– -$69K -1,065 Closed
CSWM
290
Cassady Schiller Wealth Management
Ohio
– -$39K -600 Closed
SIC
291
Salem Investment Counselors
North Carolina
– -$29K -450 Closed
FHA
292
First Horizon Advisors
Tennessee
– -$20K -318 Closed
FF
293
FourThought Financial
Florida
– -$19K -297 Closed
LPWM
294
Lake Point Wealth Management
Texas
– -$15K -234 Closed
RPCONE
295
Retirement Planning Company of New England
Rhode Island
– -$9K -150 Closed
MAM
296
Mystic Asset Management
Rhode Island
– -$8K -135 Closed
AIM
297
Anchor Investment Management
South Carolina
– -$4.25K -66 Closed
TCWM
298
Total Clarity Wealth Management
Illinois
– -$4K -60 Closed
AA
299
Addison Advisors
Vermont
– -$2K -33 Closed
RP
300
Rice Partnership
Hawaii
– -$1K -21 Closed
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