iShares US Financial Services ETF
242 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, 101 increasing their positions, 51 reducing their positions, and 19 closing their positions.
98% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 51
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
20% more capital invested
Capital invested by funds: $60.7B → $73.1B (+$12.4B)
3% more funds holding
Funds holding: 235 → 242 (+7)
1.88% more ownership
Funds ownership: 209.68% → 211.56% (+1.9%)
1% more call options, than puts
Call options by funds: $1.3M | Put options by funds: $1.29M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$74.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.1M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$17.8M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.6M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$82M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.63M |
| 3 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
-$3.93M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.41M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.71M |
IYG Hedge Fund Activity: Q3 2021 in Review
242 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2021, worth a combined $73.1B — up 20% from $60.7B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IYG positions and 19 closed out — a net gain of 11 holders — while 101 added to existing stakes and 51 trimmed.
The largest buyer was Altshuler Shaham, adding an estimated $74.9M. The largest seller was RiverFront Investment Group, cutting an estimated $82M.
- 242 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2021, up from 235 in Q2 2021.
- Funds reported $73.1B of iShares US Financial Services ETF stock for Q3 2021, up 20% quarter-over-quarter.
- 30 funds opened new iShares US Financial Services ETF positions in Q3 2021 and 19 closed out, a net change of +11 holders.
- The largest iShares US Financial Services ETF buyer in Q3 2021 was Altshuler Shaham, an estimated $74.9M added.
- The largest iShares US Financial Services ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $82M sold.
Based on aggregated 13F filings for Q3 2021.