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iShares US Financial Services ETF
IYG

Overview Fund Activity

213 hedge funds and large institutions have $915M invested in iShares US Financial Services ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
31
Increased
69
Reduced
59
Closed
21
Calls
$411K
Puts
$480K
Net Calls
-$69K
Net Calls Change
-$339K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$171M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
MW
3
Marks Wealth
Maryland
$18.8M
4
Wells Fargo
4
Wells Fargo
California
$30.6M
5
RJA
5
Raymond James & Associates
Florida
$51.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72.2M
2
AS
2
Altshuler Shaham
Israel
$11.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.81M
4
FWCM
4
Ferguson Wellman Capital Management
Oregon
$9.22M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
51
The Family Firm
Maryland
$2.32M -$103K -1,797 -4%
BlackRock
52
BlackRock
New York
$2.24M +$2.24M +39,225 New
CWA
53
Capital Wealth Alliance
Arizona
$1.96M +$590K +10,338 +43%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.84M +$260K +4,551 +16%
PP
55
Patten & Patten
Tennessee
$1.56M -$49.7K -870 -3%
VAS
56
Vestmark Advisory Solutions
Massachusetts
$1.32M +$162K +2,838 +14%
SPIA
57
Steward Partners Investment Advisory
New York
$1.2M -$2.31M -40,509 -66%
CCA
58
Cobblestone Capital Advisors
New York
$1.13M – – –
QPWM
59
Quadrant Private Wealth Management
Pennsylvania
$1.07M -$17.3K -303 -2%
KCA
60
Karn Couzens & Associates
Connecticut
$1.05M +$53.3K +933 +5%
MW
61
Marcum Wealth
Ohio
$1M +$1M +17,559 New
MML Investors Services
62
MML Investors Services
Massachusetts
$958K +$105K +1,842 +12%
WP
63
WealthSource Partners
California
$944K -$94K -1,647 -9%
NF
64
Nikulski Financial
Iowa
$924K +$924K +16,179 New
KAS
65
Kestra Advisory Services
Texas
$870K +$331K +5,799 +61%
IWM
66
IHT Wealth Management
Illinois
$861K -$49K -858 -5%
LGWM
67
Litman Gregory Wealth Management
California
$821K – – –
GPA
68
Garrison Point Advisors
California
$816K -$27.4K -480 -3%
MFA
69
Mayflower Financial Advisors
Massachusetts
$803K -$131K -2,286 -14%
SWA
70
Stratos Wealth Advisors
Ohio
$784K -$261K -4,572 -25%
SFG
71
Summit Financial Group
West Virginia
$761K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$755K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$724K +$173K +3,027 +31%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$698K +$171 +3 +0%
PCM
75
Pennsylvania Capital Management
Pennsylvania
$683K +$53.9K +945 +9%
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