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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$4.89M 94,785 -513 -0.5%
Stifel Financial
27
Stifel Financial
Missouri
$4.75M 92,052 -2,424 -3%
BPA
28
Beacon Pointe Advisors
California
$4.4M 85,329 +4,731 +6%
JWCA
29
J.W. Cole Advisors
Florida
$4.38M 84,966 +3,105 +4%
SC
30
Scotia Capital
Ontario, Canada
$4.15M 80,448 -6,354 -7%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$3.74M 72,600 +9 +0%
Millennium Management
32
Millennium Management
New York
$2.92M 56,664 +56,664 New
WFO
33
Wealthgate Family Office
Colorado
$2.85M 55,251 – –
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$2.74M 53,061 -3,000 -5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.64M 51,219 -63,012 -55%
PCH
36
PGIM Custom Harvest
New Jersey
$2.62M 50,853 +915 +2%
UCFA
37
United Capital Financial Advisors
Texas
$2.52M 48,870 -363 -0.7%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.46M 47,697 +5,628 +13%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.4M 46,554 +1,107 +2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.3M 44,634 -2,862 -6%
Citadel Advisors
41
Citadel Advisors
Florida
$2.26M 43,872 -75,297 -63%
Mariner
42
Mariner
Kansas
$2.14M 41,559 -615 -1%
TFF
43
The Family Firm
Maryland
$2.02M 39,255 -4,101 -9%
D
44
Diversified
Delaware
$1.87M 36,180 -4,332 -11%
FFL
45
Financial Freedom LLC
Ohio
$1.74M 33,804 -3,171 -9%
FTS
46
Fifth Third Securities
Ohio
$1.74M 33,567 -7,392 -18%
SFG
47
Snider Financial Group
Washington
$1.74M 33,747 – –
Ameriprise
48
Ameriprise
Minnesota
$1.71M 33,108 -19,092 -37%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.47M 28,464 -2,607 -8%
MFG
50
Merit Financial Group
Georgia
$1.43M 27,672 – –
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