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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
4
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
QFA
3
Quattro Financial Advisors
Texas
$425K
4
RJA
4
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$1.36M -$111K -1,857 -8%
Comerica Bank
52
Comerica Bank
Texas
$1.24M -$213K -3,564 -15%
Creative Planning
53
Creative Planning
Kansas
$1.24M -$130K -2,172 -9%
SI
54
Stephens Inc
Arkansas
$1.22M -$160K -2,676 -12%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.2M -$117K -1,959 -9%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$1.14M -$26K -435 -2%
ASN
57
Advisory Services Network
Georgia
$1.11M -$11.3K -189 -1%
FFN
58
Focus Financial Network
Minnesota
$1.08M +$3.23K +54 +0.3%
CCA
59
Cobblestone Capital Advisors
New York
$1.07M – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.07M +$147K +2,463 +16%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$989K +$151K +2,526 +18%
CCM
62
Consolidated Capital Management
California
$987K +$470K +7,863 +91%
TRCT
63
Tower Research Capital (TRC)
New York
$935K +$935K +15,657 New
Prudential Financial
64
Prudential Financial
New Jersey
$934K +$60.8K +1,017 +7%
CCA
65
Cottonwood Capital Advisors
Utah
$917K -$158K -2,649 -15%
LGWM
66
Litman Gregory Wealth Management
California
$859K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$853K – – –
GPA
68
Garrison Point Advisors
California
$831K -$14.3K -240 -2%
ACM
69
Advisors Capital Management
New Jersey
$829K +$829K +13,869 New
FFL
70
Financial Freedom LLC
Ohio
$810K -$1.21M -20,244 -60%
MML Investors Services
71
MML Investors Services
Massachusetts
$793K +$16.3K +273 +2%
MAWCM
72
Mine & Arao Wealth Creation & Management
California
$767K +$6.09K +102 +0.8%
NA
73
NewEdge Advisors
Louisiana
$732K +$121K +2,022 +20%
BHB
74
Bank Hapoalim BM
Israel
$713K -$60K -1,005 -8%
SFG
75
Summit Financial Group
West Virginia
$713K -$84K -1,407 -11%
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