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iShares US Financial Services ETF
IYG

Overview Fund Activity

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$1.59M +$151K +2,316 +11%
FTS
52
Fifth Third Securities
Ohio
$1.51M -$257K -3,940 -15%
PP
53
Patten & Patten
Tennessee
$1.48M -$29.3K -450 -2%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.42M +$992K +14,976 +229%
Creative Planning
55
Creative Planning
Kansas
$1.38M +$105K +1,604 +8%
GWM
56
Geneos Wealth Management
Colorado
$1.38M – – –
Comerica Bank
57
Comerica Bank
Texas
$1.37M +$33.7K +517 +3%
SI
58
Stephens Inc
Arkansas
$1.35M +$30.3K +465 +2%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$1.29M +$36.9K +565 +3%
FFN
60
Focus Financial Network
Minnesota
$1.24M -$2.58K -37 -0.2%
ASN
61
Advisory Services Network
Georgia
$1.23M -$8.87K -136 -0.7%
CCA
62
Cobblestone Capital Advisors
New York
$1.17M – – –
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.11M +$47.4K +727 +4%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$88.7K +1,360 +9%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.05M +$64.1K +983 +7%
CCA
66
Cottonwood Capital Advisors
Utah
$973K -$24.3K -367 -2%
SFA
67
Source Financial Advisors
New York
$967K -$15.6K -239 -2%
SA
68
Sanctuary Advisors
Indiana
$954K +$954K +14,786 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$946K -$6.45M -98,908 -87%
LGWM
70
Litman Gregory Wealth Management
California
$938K – – –
GPA
71
Garrison Point Advisors
California
$903K – – –
Prudential Financial
72
Prudential Financial
New Jersey
$891K -$74.4K -1,141 -8%
ACM
73
Advisors Capital Management
New Jersey
$887K -$32K -490 -3%
MML Investors Services
74
MML Investors Services
Massachusetts
$846K +$487K +7,468 +136%
MAWCM
75
Mine & Arao Wealth Creation & Management
California
$794K +$9.52K +146 +1%
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3
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