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iShares US Financial Services ETF
IYG

Overview Fund Activity

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$5.36M +$177K +2,707 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.84M +$1.59M +24,338 +49%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$4.73M – – –
BPA
29
Beacon Pointe Advisors
California
$4.5M +$196 +3 +0%
SC
30
Scotia Capital
Ontario, Canada
$4.36M -$755K -11,573 -15%
JWCA
31
J.W. Cole Advisors
Florida
$4.02M +$3.39K +52 +0.1%
WFO
32
Wealthgate Family Office
Colorado
$3.61M +$717 +11 +0%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.4M +$137K +2,098 +4%
SCA
34
Southern Capital Advisors
Tennessee
$3.09M +$75.3K +1,155 +3%
PFA
35
Pinnacle Family Advisors
Missouri
$3.03M +$3.03M +46,462 New
Mariner
36
Mariner
Kansas
$2.59M -$25.6K -393 -1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.53M -$225K -3,444 -8%
Millennium Management
38
Millennium Management
New York
$2.5M +$2.5M +38,313 New
Osaic Holdings
39
Osaic Holdings
Arizona
$2.41M +$71.5K +1,097 +3%
TFF
40
The Family Firm
Maryland
$2.37M -$99.4K -1,524 -4%
BlackRock
41
BlackRock
New York
$2.29M +$1.55M +23,828 +211%
D
42
Diversified
Delaware
$2.21M -$9.91K -152 -0.4%
Ameriprise
43
Ameriprise
Minnesota
$2.15M +$78.1K +1,198 +4%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.13M +$37.1K +569 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$2.02M +$1.15M +17,650 +133%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.95M -$39.5K -605 -2%
MFG
47
Merit Financial Group
Georgia
$1.8M – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.8M -$9.98K -153 -0.6%
GM
49
GeoWealth Management
Illinois
$1.7M -$14.5K -222 -0.8%
EH
50
Equitable Holdings
New York
$1.7M -$1.89M -28,911 -53%
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