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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$34.9M
2
Bank of America
2
Bank of America
North Carolina
$174M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
RJA
4
Raymond James & Associates
Florida
$132M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$131M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$71.4B
2
RIG
2
RiverFront Investment Group
Virginia
$108M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
LGA
4
Lebenthal Global Advisors
New York
$297K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
76
Kovack Advisors
Florida
$1.3M +$822K +13,113 +171%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$1.3M +$79.2K +1,263 +6%
SWA
78
Stratos Wealth Advisors
Ohio
$1.28M +$264K +4,209 +26%
RIA
79
Regal Investment Advisors
Michigan
$1.28M +$1.28M +20,343 New
NF
80
Nikulski Financial
Iowa
$1.19M +$211K +3,357 +22%
CCA
81
Cobblestone Capital Advisors
New York
$1.17M -$18.2K -291 -2%
QPWM
82
Quadrant Private Wealth Management
Pennsylvania
$1.15M -$17.9K -285 -2%
KAS
83
Kestra Advisory Services
Texas
$1.14M +$42.3K +675 +4%
KCA
84
Karn Couzens & Associates
Connecticut
$1.08M -$14.1K -225 -1%
OWA
85
Outlook Wealth Advisors
Texas
$1.03M -$29.5K -471 -3%
IWM
86
IHT Wealth Management
Illinois
$945K -$10.9K -174 -1%
5L
87
55I LLC
Massachusetts
$910K +$93.7K +1,494 +11%
ED
88
Exane Derivatives
France
$902K – – –
LGWM
89
Litman Gregory Wealth Management
California
$902K +$735K +11,721 +440%
GPA
90
Garrison Point Advisors
California
$897K – – –
CFA
91
Carroll Financial Associates
North Carolina
$874K +$68.6K +1,095 +9%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$858K +$46.7K +744 +6%
OCPWS
93
One Charles Private Wealth Services
Massachusetts
$852K +$126K +2,010 +17%
RJT
94
Raymond James Trust
Florida
$845K +$79.5K +1,266 +10%
HighTower Advisors
95
HighTower Advisors
Illinois
$844K +$35.3K +561 +4%
SFG
96
Summit Financial Group
West Virginia
$836K – – –
IA
97
IFP Advisors
Florida
$820K +$751K +11,955 +1,092%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$814K +$814K +12,972 New
PCM
99
Pennsylvania Capital Management
Pennsylvania
$811K – – –
Creative Planning
100
Creative Planning
Kansas
$789K -$6.96K -111 -0.9%
2 3
4
5 6