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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
3
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
4
Bank of America
North Carolina
$150M
5
Truist Financial
5
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
LGA
2
Lebenthal Global Advisors
New York
$4.16M
3
WIA
3
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$3.41M -$142K -2,295 -4%
AI
52
Atria Investments
North Carolina
$3.38M +$3.38M +54,792 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$3.33M +$291K +4,713 +10%
BPA
54
Beacon Pointe Advisors
California
$3.32M +$3.32M +53,760 New
SFG
55
Snider Financial Group
Washington
$3.28M +$3.28M +53,421 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$3.17M -$38.5K -624 -1%
UCFA
57
United Capital Financial Advisors
Texas
$3.11M +$14.6K +237 +0.5%
APA
58
Allegiant Private Advisors
Florida
$2.79M +$2.48M +40,188 +807%
MWM
59
MinichMacGregor Wealth Management
New York
$2.75M +$2.75M +44,466 New
HIP
60
Harrell Investment Partners
Texas
$2.74M +$2.74M +44,310 New
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72M -$78.5K -1,272 -3%
OIA
62
OneDigital Investment Advisors
Kansas
$2.56M +$2.31M +37,428 +923%
TFF
63
The Family Firm
Maryland
$2.48M -$27.6K -447 -1%
DTIM
64
Danda Trouve Investment Management
Kansas
$2.45M -$913K -14,787 -27%
Citigroup
65
Citigroup
New York
$2.37M +$1.81M +29,262 +324%
BlackRock
66
BlackRock
New York
$2.33M -$96.1K -1,557 -4%
CWA
67
Capital Wealth Alliance
Arizona
$2.05M +$2.5K +42 +0.1%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$2.04M +$48.4K +783 +2%
PP
69
Patten & Patten
Tennessee
$1.69M – – –
SPIA
70
Steward Partners Investment Advisory
New York
$1.53M +$234K +3,786 +18%
WDL
71
Well Done LLC
Michigan
$1.46M +$1.46M +23,691 New
TCA
72
Transcend Capital Advisors
New Jersey
$1.42M +$1.42M +22,989 New
MW
73
Marcum Wealth
Ohio
$1.41M +$327K +5,289 +30%
TW
74
TrinityPoint Wealth
Connecticut
$1.38M +$1.38M +22,281 New
BCM
75
Beaumont Capital Management
Massachusetts
$1.24M +$1.24M +20,004 New
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