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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.62B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.89M
4
RIG
RiverFront Investment Group
Virginia
$121M
5
Bank of America
Bank of America
North Carolina
$36M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$257K
2
Morgan Stanley
Morgan Stanley
New York
$70.8M
3
Jane Street
Jane Street
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$241K
5
UBS Group
UBS Group
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$8.03M -$336K -4,317 -4%
Stifel Financial
27
Stifel Financial
Missouri
$7.81M +$841K +10,813 +12%
Truist Financial
28
Truist Financial
North Carolina
$6M -$48.2K -619 -0.8%
Bank of Nova Scotia
29
Bank of Nova Scotia
Ontario, Canada
$5.65M – – –
BlackRock
30
BlackRock
New York
$5.63M -$258K -3,310 -4%
SC
31
Scotia Capital
Ontario, Canada
$5.24M -$83K -1,067 -2%
BPA
32
Beacon Pointe Advisors
California
$5.11M -$326K -4,189 -6%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.79M +$448K +5,753 +10%
JWCA
34
J.W. Cole Advisors
Florida
$4.73M -$33.4K -429 -0.7%
SCA
35
Southern Capital Advisors
Tennessee
$4.59M +$601K +7,724 +15%
Osaic Holdings
36
Osaic Holdings
Arizona
$4.52M +$1.7M +21,830 +60%
HighTower Advisors
37
HighTower Advisors
Illinois
$4.07M +$299K +3,839 +8%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$3.89M +$3.89M +50,000 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$3.51M +$1.5M +19,330 +75%
IWM
40
IHT Wealth Management
Illinois
$3.42M -$509K -6,546 -13%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.93M -$29.6K -381 -1%
Ameriprise
42
Ameriprise
Minnesota
$2.79M +$419K +5,387 +18%
BWM
43
Bernard Wealth Management
Michigan
$2.75M +$2.75M +35,361 New
DE
44
Diversified Enterprises
Delaware
$2.5M -$50.4K -648 -2%
TFF
45
The Family Firm
Maryland
$2.49M -$211K -2,706 -8%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$2.4M +$12.4K +159 +0.5%
Comerica Bank
47
Comerica Bank
Texas
$2.22M +$478K +6,137 +27%
MFG
48
Merit Financial Group
Georgia
$2.15M – – –
Mariner
49
Mariner
Kansas
$1.94M -$1.1M -14,123 -36%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$1.84M +$69.3K +891 +4%
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