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iShares US Financial Services ETF
IYG

Overview Fund Activity

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.

Holders
232
Holders Change
-32
Holders Change %
-12.12%
% of All Funds
3.92%
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

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$9.06M
2
Jane Street
2
Jane Street
New York
$10.2M
3
MFG
3
Merit Financial Group
Georgia
$4.89M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.57M
5
FTS
5
Fifth Third Securities
Ohio
$2.93M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$48.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$20.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49.1M
5
RJA
5
Raymond James & Associates
Florida
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Cobblestone Capital Advisors
New York
$922K – – –
FTUS
77
Flow Traders U.S.
New York
$913K -$72.8K -1,473 -7%
CWA
78
Capital Wealth Alliance
Arizona
$887K -$367K -7,425 -29%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$871K -$4.92M -99,648 -85%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$816K -$87.1K -1,761 -10%
MML Investors Services
81
MML Investors Services
Massachusetts
$761K -$4.89K -99 -0.6%
GPA
82
Garrison Point Advisors
California
$714K -$2.22K -45 -0.3%
LGWM
83
Litman Gregory Wealth Management
California
$711K +$711K +14,385 New
NA
84
NewEdge Advisors
Louisiana
$697K -$963K -19,518 -58%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$694K -$122K -2,463 -15%
QPWM
86
Quadrant Private Wealth Management
Pennsylvania
$674K -$77.5K -1,569 -10%
HighTower Advisors
87
HighTower Advisors
Illinois
$661K -$278K -5,616 -30%
SFG
88
Summit Financial Group
West Virginia
$659K – – –
MW
89
Marcum Wealth
Ohio
$654K -$322K -6,519 -33%
Marshall Wace
90
Marshall Wace
United Kingdom
$638K +$638K +12,900 New
MAWCM
91
Mine & Arao Wealth Creation & Management
California
$624K +$2.52K +51 +0.4%
SS
92
Sunbelt Securities
Texas
$617K -$148 -3 -0%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$612K -$21.2K -429 -3%
RPGK
94
Retirement Planning Group (Kansas)
Kansas
$610K +$610K +12,348 New
NF
95
Nikulski Financial
Iowa
$588K -$169K -3,414 -22%
Creative Planning
96
Creative Planning
Kansas
$571K -$32.6K -660 -5%
UWM
97
USAdvisors Wealth Management
Minnesota
$554K +$23.4K +474 +4%
IWM
98
IHT Wealth Management
Illinois
$549K -$9.04K -183 -2%
CRWM
99
Castle Rock Wealth Management
California
$546K +$305 +6 +0.1%
BWG
100
Beta Wealth Group
California
$522K -$90.7K -1,836 -15%
2 3
4
5 6