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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
RIG
2
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.5M
2
VFM
2
Valley Financial Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
5
Tower Research Capital (TRC)
New York
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$1.46M 9,224 -1,863 -17%
GM
52
GeoWealth Management
Illinois
$1.42M 8,986 +797 +10%
SFA
53
Source Financial Advisors
New York
$1.42M 8,986 +797 +10%
CAN
54
Cetera Advisor Networks
California
$1.35M 8,553 -1,395 -14%
PP
55
Patten & Patten
Tennessee
$1.34M 8,462 -30 -0.4%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.33M 8,384 -331 -4%
IWM
57
IHT Wealth Management
Illinois
$1.23M 7,772 -262 -3%
Creative Planning
58
Creative Planning
Kansas
$1.22M 7,735 +44 +0.6%
SI
59
Stephens Inc
Arkansas
$1.22M 7,726 -331 -4%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.18M 7,439 +1,481 +25%
KWA
61
Kingswood Wealth Advisors
California
$1.06M 24,696 +24,696 New
ASN
62
Advisory Services Network
Georgia
$1M 6,353 -450 -7%
FFN
63
Focus Financial Network
Minnesota
$1M 6,335 +36 +0.6%
CCA
64
Cottonwood Capital Advisors
Utah
$1M 6,331 -324 -5%
CCA
65
Cobblestone Capital Advisors
New York
$983K 6,220 – –
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$815K 5,165 -78 -1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$792K 5,015 – –
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$783K 4,988 +931 +23%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$769K 4,868 +278 +6%
LGWM
70
Litman Gregory Wealth Management
California
$758K 4,795 +4,795 New
GPA
71
Garrison Point Advisors
California
$750K 4,750 – –
Citigroup
72
Citigroup
New York
$726K 4,596 -831 -15%
BHB
73
Bank Hapoalim BM
Israel
$725K 4,591 -454 -9%
SFG
74
Summit Financial Group
West Virginia
$702K 4,445 – –
MML Investors Services
75
MML Investors Services
Massachusetts
$683K 4,324 +1,107 +34%
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3
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