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iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
26
PGIM Custom Harvest
New Jersey
$7.04M -$173K -2,614 -2%
Stifel Financial
27
Stifel Financial
Missouri
$5.89M -$140K -2,114 -2%
Truist Financial
28
Truist Financial
North Carolina
$5.27M -$7.2M -108,631 -58%
SC
29
Scotia Capital
Ontario, Canada
$5.2M -$70.8K -1,068 -1%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$4.81M – – –
BPA
31
Beacon Pointe Advisors
California
$4.57M -$919K -13,868 -17%
JWCA
32
J.W. Cole Advisors
Florida
$4.08M -$199K -2,996 -5%
WFO
33
Wealthgate Family Office
Colorado
$3.67M +$729 +11 +0%
EH
34
Equitable Holdings
New York
$3.65M +$2.08M +31,446 +134%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.31M +$180K +2,708 +6%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.31M +$45.9K +692 +1%
SCA
37
Southern Capital Advisors
Tennessee
$3.06M -$598K -9,015 -16%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.8M -$144K -2,169 -5%
Jane Street
39
Jane Street
New York
$2.71M +$2.38M +35,872 +718%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.68M -$1.75M -26,429 -40%
Mariner
41
Mariner
Kansas
$2.66M +$22.9K +345 +0.9%
TFF
42
The Family Firm
Maryland
$2.51M -$2.12K -32 -0.1%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.37M -$171K -2,577 -7%
D
44
Diversified
Delaware
$2.26M -$120K -1,812 -5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.13M +$1.85M +27,974 +673%
Ameriprise
46
Ameriprise
Minnesota
$2.11M -$50.9K -768 -2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.03M -$4.78M -72,096 -70%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.84M -$40.8K -616 -2%
FTS
49
Fifth Third Securities
Ohio
$1.8M -$156K -2,349 -8%
CAN
50
Cetera Advisor Networks
California
$1.79M +$277K +4,185 +18%
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