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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$34.9M
2
Bank of America
2
Bank of America
North Carolina
$174M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
RJA
4
Raymond James & Associates
Florida
$132M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$131M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$71.4B
2
RIG
2
RiverFront Investment Group
Virginia
$108M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
LGA
4
Lebenthal Global Advisors
New York
$297K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$11.2M +$59.5K +918 +0.5%
FWCM
27
Ferguson Wellman Capital Management
Oregon
$9.72M -$199K -3,165 -2%
AssetMark Inc
28
AssetMark Inc
California
$9.66M +$997K +15,897 +12%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$9.65M +$446K +7,116 +5%
Ameriprise
30
Ameriprise
Minnesota
$9.55M -$401K -6,387 -4%
BWFA
31
Baltimore-Washington Financial Advisors
Maryland
$9.36M -$8.47K -135 -0.1%
AFG
32
Arkansas Financial Group
Arkansas
$7.84M +$361K +5,757 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$7.54M +$341K +5,442 +5%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$7.12M +$720K +11,478 +11%
KNW
35
Kesler Norman & Wride
Utah
$7.08M +$2.22M +35,349 +46%
GM
36
GeoWealth Management
Illinois
$6.82M +$13.5K +216 +0.2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$6.79M +$6.4M +102,060 +1,635%
HCP
38
Holt Capital Partners
Texas
$6.45M +$247K +3,939 +4%
SI
39
Stephens Inc
Arkansas
$6.19M +$108K +1,716 +2%
HCMG
40
Howard Capital Management Group
California
$6.16M +$552K +8,805 +10%
MML Investors Services
41
MML Investors Services
Massachusetts
$5.56M +$351K +5,589 +7%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$5.29M +$101K +1,608 +2%
D
43
Diversified
Delaware
$5.13M -$26.3K -420 -0.5%
SC
44
Scotia Capital
Ontario, Canada
$5.07M +$203K +3,231 +4%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$5.01M +$37.4K +597 +0.8%
FTUS
46
Flow Traders U.S.
New York
$4.91M +$3.77M +60,063 +331%
SFA
47
Source Financial Advisors
New York
$4.81M -$123K -1,953 -2%
Mariner
48
Mariner
Kansas
$4.2M +$4.2M +66,888 New
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$4.15M -$66.1K -1,053 -2%
WFO
50
Wealthgate Family Office
Colorado
$4.13M +$753 +12 +0%
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