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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
4
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
QFA
3
Quattro Financial Advisors
Texas
$425K
4
RJA
4
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.13M -$941K -15,753 -13%
Stifel Financial
27
Stifel Financial
Missouri
$5.43M -$64.9K -1,086 -1%
BPA
28
Beacon Pointe Advisors
California
$4.95M -$150K -2,511 -3%
SC
29
Scotia Capital
Ontario, Canada
$4.75M -$52.3K -876 -1%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$4.34M – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4M +$937K +15,687 +31%
JWCA
32
J.W. Cole Advisors
Florida
$3.86M -$1.22M -20,427 -24%
WFO
33
Wealthgate Family Office
Colorado
$3.3M +$1.97K +33 +0.1%
SCA
34
Southern Capital Advisors
Tennessee
$3.3M +$3.3M +55,182 New
HighTower Advisors
35
HighTower Advisors
Illinois
$2.94M +$89.2K +1,491 +3%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.82M +$43.9K +735 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.65M -$12K -201 -0.5%
Mariner
38
Mariner
Kansas
$2.38M -$107K -1,788 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.29M -$3.37M -56,415 -60%
TFF
40
The Family Firm
Maryland
$2.26M -$82.6K -1,383 -4%
D
41
Diversified
Delaware
$2.14M -$17.9K -300 -0.8%
GM
42
GeoWealth Management
Illinois
$2.14M +$556K +9,303 +35%
Citadel Advisors
43
Citadel Advisors
Florida
$1.96M -$659K -11,040 -25%
Ameriprise
44
Ameriprise
Minnesota
$1.95M -$31K -519 -2%
FTS
45
Fifth Third Securities
Ohio
$1.76M -$243K -4,074 -12%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.69M -$7.53K -126 -0.4%
SFA
47
Source Financial Advisors
New York
$1.46M -$22.2K -372 -1%
PP
48
Patten & Patten
Tennessee
$1.42M -$95.9K -1,605 -6%
EH
49
Equitable Holdings
New York
$1.41M +$684K +11,457 +95%
IWM
50
IHT Wealth Management
Illinois
$1.36M -$15.9K -267 -1%
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