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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$1.62M +$209K +2,949 +15%
PP
52
Patten & Patten
Tennessee
$1.61M – – –
Comerica Bank
53
Comerica Bank
Texas
$1.59M +$99.4K +1,400 +7%
FTS
54
Fifth Third Securities
Ohio
$1.54M -$112K -1,580 -7%
Creative Planning
55
Creative Planning
Kansas
$1.5M +$142 +2 +0%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.47M -$53.7K -756 -4%
GWM
57
Geneos Wealth Management
Colorado
$1.47M -$35.5K -500 -2%
SI
58
Stephens Inc
Arkansas
$1.36M -$103K -1,454 -7%
FFN
59
Focus Financial Network
Minnesota
$1.27M +$7.39K +104 +0.6%
CCA
60
Cobblestone Capital Advisors
New York
$1.27M – – –
ASN
61
Advisory Services Network
Georgia
$1.23M – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.14M -$3.2K -45 -0.3%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.11M +$192K +2,699 +21%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.09M -$117K -1,652 -10%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1.04M -$109K -1,539 -9%
LGWM
66
Litman Gregory Wealth Management
California
$1.02M – – –
SFA
67
Source Financial Advisors
New York
$1.01M -$40K -563 -4%
Prudential Financial
68
Prudential Financial
New Jersey
$1.01M +$36.9K +520 +4%
ACM
69
Advisors Capital Management
New Jersey
$974K +$7.46K +105 +0.8%
GPA
70
Garrison Point Advisors
California
$969K -$14.2K -200 -1%
CCA
71
Cottonwood Capital Advisors
Utah
$925K -$119K -1,675 -11%
EH
72
Equitable Holdings
New York
$880K -$973K -13,698 -53%
MAWCM
73
Mine & Arao Wealth Creation & Management
California
$856K -$8.67K -122 -1%
BHBT
74
Burke & Herbert Bank & Trust
Virginia
$847K – – –
Jones Financial Companies
75
Jones Financial Companies
Missouri
$833K +$134K +1,897 +19%
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3
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