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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
51
GeoWealth Management
Illinois
$1.36M -$25.7K -498 -2%
PP
52
Patten & Patten
Tennessee
$1.31M – – –
SFA
53
Source Financial Advisors
New York
$1.28M -$108K -2,094 -8%
CAN
54
Cetera Advisor Networks
California
$1.27M -$50.6K -981 -4%
Comerica Bank
55
Comerica Bank
Texas
$1.26M +$1.26M +24,366 New
SI
56
Stephens Inc
Arkansas
$1.19M -$1.55K -30 -0.1%
IWM
57
IHT Wealth Management
Illinois
$1.19M -$11.6K -225 -1%
Creative Planning
58
Creative Planning
Kansas
$1.18M -$14.2K -276 -1%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$1.15M +$4.49K +87 +0.4%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.14M -$157K -3,045 -12%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$1M -$475K -9,222 -32%
ASN
62
Advisory Services Network
Georgia
$969K -$13.6K -264 -1%
FFN
63
Focus Financial Network
Minnesota
$933K -$51.8K -999 -5%
CCA
64
Cottonwood Capital Advisors
Utah
$928K -$51K -990 -5%
CCA
65
Cobblestone Capital Advisors
New York
$923K -$38.7K -750 -4%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$793K +$156K +3,027 +25%
Prudential Financial
67
Prudential Financial
New Jersey
$753K +$108K +2,088 +17%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$752K -$24.1K -465 -3%
LGWM
69
Litman Gregory Wealth Management
California
$741K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$736K -$39.3K -762 -5%
GPA
71
Garrison Point Advisors
California
$729K -$5.41K -105 -0.7%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$713K -$74.2K -1,461 -9%
SFG
73
Summit Financial Group
West Virginia
$687K – – –
MML Investors Services
74
MML Investors Services
Massachusetts
$670K +$1.7K +33 +0.3%
BHB
75
Bank Hapoalim BM
Israel
$667K -$43K -834 -6%
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