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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
D
51
Diversified
Delaware
$2.52M -$296K -5,631 -11%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.14M -$172K -3,279 -7%
TFF
53
The Family Firm
Maryland
$2.06M -$29.5K -561 -1%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.93M +$1.27M +24,141 +194%
GM
55
GeoWealth Management
Illinois
$1.88M -$935K -17,814 -33%
Mariner
56
Mariner
Kansas
$1.82M -$107K -2,028 -6%
FFL
57
Financial Freedom LLC
Ohio
$1.72M +$1.72M +32,787 New
CAN
58
Cetera Advisor Networks
California
$1.65M +$8.19K +156 +0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
59
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.58M +$1.58M +30,000 New
SCA
60
Southern Capital Advisors
Tennessee
$1.57M +$1.57M +29,976 New
MFG
61
Merit Financial Group
Georgia
$1.45M -$2.33M -44,361 -62%
PCH
62
PGIM Custom Harvest
New Jersey
$1.38M +$1.38M +26,190 New
SI
63
Stephens Inc
Arkansas
$1.35M -$42.4K -807 -3%
PP
64
Patten & Patten
Tennessee
$1.34M -$11.8K -225 -0.9%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$1.3M -$69.6K -1,326 -5%
TRCT
66
Tower Research Capital (TRC)
New York
$1.28M +$684K +13,029 +114%
Creative Planning
67
Creative Planning
Kansas
$1.21M +$635K +12,096 +110%
WC
68
Westwind Capital
New Mexico
$1.21M -$33.7K -642 -3%
ASN
69
Advisory Services Network
Georgia
$1.15M -$183K -3,489 -14%
IWM
70
IHT Wealth Management
Illinois
$1.12M -$145K -2,769 -12%
CCA
71
Cottonwood Capital Advisors
Utah
$1.05M -$8.98K -171 -0.8%
NA
72
NewEdge Advisors
Louisiana
$1.03M +$756K +19,308 +274%
FFN
73
Focus Financial Network
Minnesota
$1.01M -$104K -1,989 -9%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$981K -$172K -3,273 -15%
CCA
75
Cobblestone Capital Advisors
New York
$980K – – –
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