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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
3
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
4
Bank of America
North Carolina
$150M
5
Truist Financial
5
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
LGA
2
Lebenthal Global Advisors
New York
$4.16M
3
WIA
3
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
26
Ferguson Wellman Capital Management
Oregon
$9.76M -$208K -3,375 -2%
BCI
27
Brinker Capital Investments
Pennsylvania
$9.63M – – –
BWFA
28
Baltimore-Washington Financial Advisors
Maryland
$9.22M -$17K -276 -0.2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$9.06M -$109K -1,764 -1%
AssetMark Inc
30
AssetMark Inc
California
$8.52M +$8.52M +138,027 +1,533,633%
AFG
31
Arkansas Financial Group
Arkansas
$7.36M -$87.2K -1,413 -1%
PMAS
32
PNC Managed Account Solutions
Texas
$7.16M +$7.16M +116,019 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$7.09M -$2.33M -37,710 -25%
GM
34
GeoWealth Management
Illinois
$6.7M +$1.91M +30,990 +40%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$6.3M +$4.87M +78,810 +340%
HCP
36
Holt Capital Partners
Texas
$6.1M +$371K +6,009 +6%
PAG
37
Private Advisor Group
New Jersey
$6.03M +$792K +12,825 +15%
SI
38
Stephens Inc
Arkansas
$5.98M +$987K +15,987 +20%
HCMG
39
Howard Capital Management Group
California
$5.52M +$5.52M +89,418 New
MML Investors Services
40
MML Investors Services
Massachusetts
$5.13M +$4.1M +66,327 +395%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$5.1M +$1.38M +22,317 +37%
D
42
Diversified
Delaware
$5.07M -$1.05M -16,986 -17%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$4.9M +$63.9K +1,035 +1%
SFA
44
Source Financial Advisors
New York
$4.85M +$66.5K +1,077 +1%
KNW
45
Kesler Norman & Wride
Utah
$4.82M +$4.82M +77,535 New
SC
46
Scotia Capital
Ontario, Canada
$4.8M -$58.7K -951 -1%
LGA
47
Lebenthal Global Advisors
New York
$4.16M -$8.55M -138,495 -67%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$4.15M -$338K -5,472 -8%
WFO
49
Wealthgate Family Office
Colorado
$4.06M +$370 +6 +0%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$4.03M -$2.27M -36,717 -36%
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