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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
1
WestEnd Advisors
North Carolina
$77.3M
2
EF
2
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
4
Morgan Stanley
New York
$115M
5
RJA
5
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$20.4M
2
AS
2
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
5
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
76
Well Done LLC
Michigan
$1.98M +$295K +4,578 +17%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$1.95M +$620K +9,636 +46%
CWA
78
Capital Wealth Alliance
Arizona
$1.91M -$312K -4,851 -14%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.72M +$852K +13,209 +98%
PP
80
Patten & Patten
Tennessee
$1.72M -$42.5K -660 -2%
SPIA
81
Steward Partners Investment Advisory
New York
$1.65M +$19.9K +309 +1%
CCA
82
Cottonwood Capital Advisors
Utah
$1.65M +$1.65M +25,614 New
AS
83
Altshuler Shaham
Israel
$1.64M -$88.6M -1,375,398 -98%
SMG
84
Spectrum Management Group
Indiana
$1.61M +$1.01M +15,735 +170%
TW
85
TrinityPoint Wealth
Connecticut
$1.59M -$21.6K -336 -1%
MW
86
Marcum Wealth
Ohio
$1.57M +$31.5K +489 +2%
TCA
87
Transcend Capital Advisors
New Jersey
$1.5M -$69.7K -1,083 -4%
NA
88
NewEdge Advisors
Louisiana
$1.41M +$1.03M +16,035 +272%
RIA
89
Regal Investment Advisors
Michigan
$1.35M +$36.3K +564 +3%
KA
90
Kovack Advisors
Florida
$1.31M -$30.7K -477 -2%
KAS
91
Kestra Advisory Services
Texas
$1.29M +$115K +1,779 +10%
OC
92
Oppenheimer & Co
New York
$1.22M +$1.22M +18,945 New
SWA
93
Stratos Wealth Advisors
Ohio
$1.21M -$106K -1,650 -8%
CCA
94
Cobblestone Capital Advisors
New York
$1.2M – – –
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$1.17M +$1.17M +18,249 New
HF
96
HRT Financial
New York
$1.17M +$1.17M +18,165 New
QPWM
97
Quadrant Private Wealth Management
Pennsylvania
$1.15M -$34.8K -540 -3%
5L
98
55I LLC
Massachusetts
$1.12M +$188K +2,928 +20%
KCA
99
Karn Couzens & Associates
Connecticut
$1.1M -$579 -9 -0.1%
NF
100
Nikulski Financial
Iowa
$1.1M -$119K -1,842 -10%
2 3
4
5 6