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iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$1.77M +$1.77M +27,672 New
GM
52
GeoWealth Management
Illinois
$1.75M -$626K -9,439 -26%
PP
53
Patten & Patten
Tennessee
$1.54M -$39.8K -600 -3%
IWM
54
IHT Wealth Management
Illinois
$1.46M -$51.8K -781 -3%
GWM
55
Geneos Wealth Management
Colorado
$1.4M +$909K +13,703 +184%
Comerica Bank
56
Comerica Bank
Texas
$1.36M -$18.8K -284 -1%
SI
57
Stephens Inc
Arkansas
$1.34M -$20.4K -308 -2%
Creative Planning
58
Creative Planning
Kansas
$1.3M -$78.3K -1,181 -6%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$1.27M +$178K +2,700 +16%
ASN
60
Advisory Services Network
Georgia
$1.26M +$30.2K +455 +2%
CCA
61
Cobblestone Capital Advisors
New York
$1.19M – – –
FFN
62
Focus Financial Network
Minnesota
$1.12M -$12.1K -193 -1%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.08M -$253K -3,815 -19%
CCM
64
Consolidated Capital Management
California
$1.02M -$73.3K -1,105 -7%
SFA
65
Source Financial Advisors
New York
$999K -$624K -9,417 -38%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$999K -$184K -2,780 -16%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$987K +$39.7K +599 +4%
Prudential Financial
68
Prudential Financial
New Jersey
$981K -$54.8K -827 -5%
LGWM
69
Litman Gregory Wealth Management
California
$954K – – –
CCA
70
Cottonwood Capital Advisors
Utah
$945K -$18.4K -293 -2%
ACM
71
Advisors Capital Management
New Jersey
$934K +$14.8K +224 +2%
GPA
72
Garrison Point Advisors
California
$918K -$3.98K -60 -0.4%
Citadel Advisors
73
Citadel Advisors
Florida
$881K -$1.3M -19,539 -60%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$797K -$54.4K -820 -6%
SFG
75
Summit Financial Group
West Virginia
$791K – – –
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