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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
RIG
2
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.5M
2
VFM
2
Valley Financial Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
5
Tower Research Capital (TRC)
New York
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$6.02M 114,231 -93,132 -45%
HCMG
27
Howard Capital Management Group
California
$5.79M 109,980 +3,042 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.02M 95,298 +10,068 +12%
Stifel Financial
29
Stifel Financial
Missouri
$4.98M 94,476 +9,231 +11%
SC
30
Scotia Capital
Ontario, Canada
$4.57M 86,802 -4,863 -5%
JWCA
31
J.W. Cole Advisors
Florida
$4.31M 81,861 +3,570 +5%
BPA
32
Beacon Pointe Advisors
California
$4.24M 80,598 +603 +0.8%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$3.82M 72,591 -9 -0%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$2.95M 56,061 -28,065 -33%
WFO
35
Wealthgate Family Office
Colorado
$2.91M 55,251 -10,605 -16%
Ameriprise
36
Ameriprise
Minnesota
$2.75M 52,200 +471 +0.9%
PCH
37
PGIM Custom Harvest
New Jersey
$2.63M 49,938 -3,531 -7%
UCFA
38
United Capital Financial Advisors
Texas
$2.59M 49,233 -1,524 -3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.5M 47,496 -5,037 -10%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39M 45,447 -273 -0.6%
TFF
41
The Family Firm
Maryland
$2.28M 43,356 +3,936 +10%
Mariner
42
Mariner
Kansas
$2.22M 42,174 +1,584 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.22M 42,069 +138 +0.3%
FTS
44
Fifth Third Securities
Ohio
$2.16M 40,959 -33,531 -45%
D
45
Diversified
Delaware
$2.13M 40,512 -3,903 -9%
FFL
46
Financial Freedom LLC
Ohio
$1.95M 36,975 +462 +1%
Jane Street
47
Jane Street
New York
$1.85M 35,196 +31,065 +752%
SFG
48
Snider Financial Group
Washington
$1.78M 33,747 -57,234 -63%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.64M 31,071 -2,838 -8%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$1.51M 28,698 – –
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