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iShares US Financial Services ETF
IYG

Overview Fund Activity

213 hedge funds and large institutions have $915M invested in iShares US Financial Services ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
31
Increased
69
Reduced
59
Closed
21
Calls
$411K
Puts
$480K
Net Calls
-$69K
Net Calls Change
-$339K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$171M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
MW
3
Marks Wealth
Maryland
$18.8M
4
Wells Fargo
4
Wells Fargo
California
$30.6M
5
RJA
5
Raymond James & Associates
Florida
$51.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72.2M
2
AS
2
Altshuler Shaham
Israel
$11.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.81M
4
FWCM
4
Ferguson Wellman Capital Management
Oregon
$9.22M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$678K +$61.1K +1,071 +10%
SB
77
Strategic Blueprint
Georgia
$662K -$483K -8,457 -42%
Jane Street
78
Jane Street
New York
$652K +$652K +11,421 New
DE
79
Day & Ennis
Georgia
$644K -$1.46M -25,527 -69%
HighTower Advisors
80
HighTower Advisors
Illinois
$618K -$19.4K -342 -3%
5L
81
55I LLC
Massachusetts
$614K -$31K -543 -5%
C1AG
82
Client 1st Advisory Group
Florida
$585K -$99.1K -1,737 -14%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$563K – – –
MCWS
84
McKinley Carter Wealth Services
West Virginia
$546K -$1.37M -23,892 -71%
US Bancorp
85
US Bancorp
Minnesota
$540K +$236K +4,128 +77%
CRWM
86
Castle Rock Wealth Management
California
$537K +$20.4K +348 +4%
ANTB
87
AMG National Trust Bank
Colorado
$531K – – –
Citigroup
88
Citigroup
New York
$517K +$400K +6,999 +342%
IDA
89
Intelligence Driven Advisers
California
$493K -$94.2K -1,650 -16%
CAN
90
Cetera Advisor Networks
California
$479K +$128K +2,238 +36%
PFS
91
Prospera Financial Services
Texas
$471K – – –
CWM
92
Cordatus Wealth Management
Pennsylvania
$471K – – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$464K +$435K +7,623 +1,495%
AA
94
AlphaMark Advisors
Kentucky
$463K -$93.3K -1,635 -17%
BRWA
95
B. Riley Wealth Advisors
Florida
$460K +$7.55K +132 +2%
KPWS
96
Kestra Private Wealth Services
Texas
$453K +$17.1K +300 +4%
LA
97
Legacy Advisors
Pennsylvania
$437K – – –
Prudential Financial
98
Prudential Financial
New Jersey
$410K +$158K +2,772 +63%
MWC
99
MBM Wealth Consultants
Missouri
$408K -$19.7K -345 -5%
F
100
F3Logic
Minnesota
$402K +$120K +2,103 +42%
2 3
4
5 6