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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$6.47M +$1.59M +30,342 +33%
HCP
27
Holt Capital Partners
Texas
$6.33M -$14K -267 -0.2%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$5.83M +$2.13M +40,509 +57%
HCMG
29
Howard Capital Management Group
California
$5.66M -$98.1K -1,869 -2%
SFG
30
Snider Financial Group
Washington
$4.84M -$90.4K -1,722 -2%
SA
31
SFI Advisors
New Jersey
$4.78M +$6.93K +132 +0.1%
SC
32
Scotia Capital
Ontario, Canada
$4.71M -$71.4K -1,359 -1%
PAG
33
Private Advisor Group
New Jersey
$4.42M +$136K +4,539 +3%
BPA
34
Beacon Pointe Advisors
California
$4.33M +$570K +10,857 +15%
LFGH
35
Lee Financial Group Hawaii
Hawaii
$4.17M -$27.4K -522 -0.7%
Ameriprise
36
Ameriprise
Minnesota
$3.93M -$44K -843 -1%
Stifel Financial
37
Stifel Financial
Missouri
$3.83M -$453K -8,634 -11%
Bank of Nova Scotia
38
Bank of Nova Scotia
Ontario, Canada
$3.81M – – –
WFO
39
Wealthgate Family Office
Colorado
$3.46M +$945 +18 +0%
JWCA
40
J.W. Cole Advisors
Florida
$3.44M -$89.6K -1,707 -3%
FTS
41
Fifth Third Securities
Ohio
$3.31M +$198K +3,774 +6%
Citadel Advisors
42
Citadel Advisors
Florida
$3.26M -$3.81M -72,486 -54%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.2M +$3.2M +61,020 New
QFA
44
Quattro Financial Advisors
Texas
$3.14M -$235K -4,473 -7%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$3.08M +$109K +2,082 +4%
UCFA
46
United Capital Financial Advisors
Texas
$2.84M -$87K -1,656 -3%
SFA
47
Source Financial Advisors
New York
$2.81M -$12K -228 -0.4%
IA
48
IFP Advisors
Florida
$2.72M -$720K -15,951 -21%
Marshall Wace
49
Marshall Wace
United Kingdom
$2.66M +$977K +18,600 +58%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6M -$41.7K -795 -2%
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