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iShares US Financial Services ETF

232 hedge funds and large institutions have $767M invested in iShares US Financial Services ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $534K | Put options by funds: $296K

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less funds holding

Funds holding: 264232 (-32)

43.4% less ownership

Funds ownership: 210.78%167.38% (-43%)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

53% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 59

99% less capital invested

Capital invested by funds: $82.1B → $767M (-$81.4B)

Holders
232
Holders Change
-32
Holders Change %
-12.12%
% of All Funds
3.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
48
Reduced
98
Closed
59
Calls
$534K
Puts
$296K
Net Calls
+$238K
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Cobblestone Capital Advisors
New York
$922K
FTUS
77
Flow Traders U.S.
New York
$913K -$79.9K -1,473 -7%
CWA
78
Capital Wealth Alliance
Arizona
$887K -$403K -7,425 -29%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$871K -$5.4M -99,648 -85%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$816K -$95.5K -1,761 -10%
MML Investors Services
81
MML Investors Services
Massachusetts
$761K -$5.37K -99 -0.6%
GPA
82
Garrison Point Advisors
California
$714K -$2.44K -45 -0.3%
LGWM
83
Litman Gregory Wealth Management
California
$711K +$780K +14,385 New
NA
84
NewEdge Advisors
Louisiana
$697K -$1.06M -19,518 -58%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$694K -$134K -2,463 -15%
QPWM
86
Quadrant Private Wealth Management
Pennsylvania
$674K -$85.1K -1,569 -10%
HighTower Advisors
87
HighTower Advisors
Illinois
$661K -$305K -5,616 -30%
SFG
88
Summit Financial Group
West Virginia
$659K
MW
89
Marcum Wealth
Ohio
$654K -$354K -6,519 -33%
Marshall Wace
90
Marshall Wace
United Kingdom
$638K +$700K +12,900 New
MAWCM
91
Mine & Arao Wealth Creation & Management
California
$624K +$2.77K +51 +0.4%
SS
92
Sunbelt Securities
Texas
$617K -$163 -3 -0%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$612K -$23.3K -429 -3%
RPGK
94
Retirement Planning Group (Kansas)
Kansas
$610K +$670K +12,348 New
NF
95
Nikulski Financial
Iowa
$588K -$185K -3,414 -22%
Creative Planning
96
Creative Planning
Kansas
$571K -$35.8K -660 -5%
UWM
97
USAdvisors Wealth Management
Minnesota
$554K +$25.7K +474 +4%
IWM
98
IHT Wealth Management
Illinois
$549K -$9.92K -183 -2%
CRWM
99
Castle Rock Wealth Management
California
$546K +$325 +6 +0.1%
BWG
100
Beta Wealth Group
California
$522K -$99.6K -1,836 -15%

IYG Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2022, worth a combined $767M — down 99% from $82.1B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of IYG and 28 opened new positions — a net loss of 31 holders — while 98 trimmed existing stakes and 48 added.

The largest buyer was Millennium Management, adding an estimated $8.61M. The largest seller was Bank of America, cutting an estimated $105M.

  • 232 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2022, down from 264 in Q1 2022.
  • Funds reported $767M of iShares US Financial Services ETF stock for Q2 2022, down 99% quarter-over-quarter.
  • 28 funds opened new iShares US Financial Services ETF positions in Q2 2022 and 59 closed out, a net change of -31 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2022 was Millennium Management, an estimated $8.61M added.
  • The largest iShares US Financial Services ETF seller in Q2 2022 was Bank of America, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.