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iShares US Financial Services ETF
IYG

Overview Fund Activity

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$7.55M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.4M
3
TRCT
3
Tower Research Capital (TRC)
New York
$4.6M
4
Millennium Management
4
Millennium Management
New York
$2M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.44M

Top Sellers

1
CAM
1
Cresset Asset Management
Illinois
$433K
2
RIG
2
RiverFront Investment Group
Virginia
$66.3M
3
RJA
3
Raymond James & Associates
Florida
$26.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$1.67M +$281K +5,583 +20%
CAN
52
Cetera Advisor Networks
California
$1.5M -$80.9K -1,608 -5%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$1.44M +$1.44M +28,698 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.32M -$733K -14,565 -36%
PP
55
Patten & Patten
Tennessee
$1.28M – – –
SFA
56
Source Financial Advisors
New York
$1.24M -$1.45M -28,896 -54%
GM
57
GeoWealth Management
Illinois
$1.24M -$569K -11,313 -32%
SI
58
Stephens Inc
Arkansas
$1.22M -$75.5K -1,500 -6%
IWM
59
IHT Wealth Management
Illinois
$1.21M +$143K +2,844 +13%
SCA
60
Southern Capital Advisors
Tennessee
$1.19M -$316K -6,285 -21%
Creative Planning
61
Creative Planning
Kansas
$1.16M – – –
ASN
62
Advisory Services Network
Georgia
$1.03M -$76.7K -1,524 -7%
Marshall Wace
63
Marshall Wace
United Kingdom
$1.03M -$1.52M -30,300 -60%
CCA
64
Cottonwood Capital Advisors
Utah
$1M -$302 -6 -0%
FFN
65
Focus Financial Network
Minnesota
$951K -$13.4K -267 -1%
NA
66
NewEdge Advisors
Louisiana
$943K -$384K -7,632 -29%
CCA
67
Cobblestone Capital Advisors
New York
$939K – – –
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$899K -$344K -6,831 -28%
Citigroup
69
Citigroup
New York
$819K -$47.1K -936 -5%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$792K -$31.6K -627 -4%
BHB
71
Bank Hapoalim BM
Israel
$762K -$68.1K -1,353 -8%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$757K -$79.2K -1,575 -9%
Citadel Advisors
73
Citadel Advisors
Florida
$726K -$2.4M -47,667 -77%
GPA
74
Garrison Point Advisors
California
$717K – – –
AWS
75
Atria Wealth Solutions
New York
$699K -$75K -1,491 -10%
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