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iShares US Financial Services ETF
IYG

Overview Fund Activity

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$7.55M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.4M
3
TRCT
3
Tower Research Capital (TRC)
New York
$4.6M
4
Millennium Management
4
Millennium Management
New York
$2M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.44M

Top Sellers

1
CAM
1
Cresset Asset Management
Illinois
$433K
2
RIG
2
RiverFront Investment Group
Virginia
$66.3M
3
RJA
3
Raymond James & Associates
Florida
$26.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
26
Valley Financial Management
New York
$5.64M -$883K -17,550 -14%
HCMG
27
Howard Capital Management Group
California
$5.38M -$42.4K -843 -0.8%
SC
28
Scotia Capital
Ontario, Canada
$4.61M +$101K +2,013 +2%
TRCT
29
Tower Research Capital (TRC)
New York
$4.6M +$3.37M +67,044 +274%
SFG
30
Snider Financial Group
Washington
$4.58M -$60.8K -1,209 -1%
Stifel Financial
31
Stifel Financial
Missouri
$4.29M +$616K +12,249 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.29M -$2.62M -52,113 -38%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$4.23M -$1.36M -26,928 -24%
BPA
34
Beacon Pointe Advisors
California
$4.03M -$123K -2,442 -3%
JWCA
35
J.W. Cole Advisors
Florida
$3.94M +$643K +12,780 +20%
FTS
36
Fifth Third Securities
Ohio
$3.75M +$580K +11,517 +18%
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
$3.65M – – –
WFO
38
Wealthgate Family Office
Colorado
$3.31M +$906 +18 +0%
PCH
39
PGIM Custom Harvest
New Jersey
$2.69M +$1.37M +27,279 +104%
QFA
40
Quattro Financial Advisors
Texas
$2.67M -$348K -6,918 -12%
Ameriprise
41
Ameriprise
Minnesota
$2.6M -$1.18M -23,508 -31%
UCFA
42
United Capital Financial Advisors
Texas
$2.55M -$167K -3,324 -6%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3M -$189K -3,750 -8%
D
44
Diversified
Delaware
$2.23M -$178K -3,543 -7%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.11M +$269K +5,352 +15%
Mariner
46
Mariner
Kansas
$2.04M +$297K +5,898 +17%
Millennium Management
47
Millennium Management
New York
$2M +$2M +39,747 New
TFF
48
The Family Firm
Maryland
$1.98M +$8.91K +177 +0.5%
FFL
49
Financial Freedom LLC
Ohio
$1.84M +$187K +3,726 +11%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.71M -$1.25M -24,795 -42%
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