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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.62B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.89M
4
RIG
RiverFront Investment Group
Virginia
$121M
5
Bank of America
Bank of America
North Carolina
$36M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$257K
2
Morgan Stanley
Morgan Stanley
New York
$70.8M
3
Jane Street
Jane Street
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$241K
5
UBS Group
UBS Group
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$1.84M +$188K +2,413 +11%
FTS
52
Fifth Third Securities
Ohio
$1.76M +$78.7K +1,012 +5%
PP
53
Patten & Patten
Tennessee
$1.75M -$16.7K -215 -0.9%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.73M +$508K +6,532 +42%
GWM
55
Geneos Wealth Management
Colorado
$1.69M +$86.4K +1,110 +5%
SI
56
Stephens Inc
Arkansas
$1.47M -$18.7K -240 -1%
ASN
57
Advisory Services Network
Georgia
$1.43M -$40.8K -524 -3%
CCA
58
Cobblestone Capital Advisors
New York
$1.39M – – –
FFN
59
Focus Financial Network
Minnesota
$1.36M -$38.4K -494 -3%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$1.33M +$419K +5,387 +46%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.19M -$9.49K -122 -0.8%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.18M -$68.1K -875 -5%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.14M -$5.6K -72 -0.5%
LGWM
64
Litman Gregory Wealth Management
California
$1.12M – – –
GM
65
GeoWealth Management
Illinois
$1.11M -$878K -11,288 -44%
SC
66
Savant Capital
Illinois
$1.1M +$1.1M +14,115 New
GPA
67
Garrison Point Advisors
California
$1.06M – – –
ACM
68
Advisors Capital Management
New Jersey
$1.01M -$59.7K -767 -6%
CCA
69
Cottonwood Capital Advisors
Utah
$985K -$28.1K -361 -3%
EH
70
Equitable Holdings
New York
$944K -$20.1K -258 -2%
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$938K +$467 +6 +0%
BHBT
72
Burke & Herbert Bank & Trust
Virginia
$928K – – –
O3W
73
Omni 360 Wealth
New Jersey
$907K +$126K +1,624 +16%
US Bancorp
74
US Bancorp
Minnesota
$891K +$39.1K +502 +5%
SPIA
75
Steward Partners Investment Advisory
New York
$804K +$233 +3 +0%
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