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iShares US Financial Services ETF
IYG

Overview Fund Activity

218 hedge funds and large institutions have $748M invested in iShares US Financial Services ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 28 closing their positions.

Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
61
Reduced
78
Closed
28
Calls
$1.05M
Puts
$537K
Net Calls
+$508K
Net Calls Change
+$270K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$101M
2
SA
2
SAM Advisors
California
$5.65M
3
Bank of America
3
Bank of America
North Carolina
$50.9M
4
Prudential Financial
4
Prudential Financial
New Jersey
$6.04M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$823K
2
Wells Fargo
2
Wells Fargo
California
$19M
3
Millennium Management
3
Millennium Management
New York
$2.94M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.6M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$755K -$19.1K -408 -2%
AWS
77
Atria Wealth Solutions
New York
$714K -$302K -6,420 -30%
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$714K +$133K +2,826 +23%
GPA
79
Garrison Point Advisors
California
$680K – – –
BRWA
80
B. Riley Wealth Advisors
Florida
$680K +$360K +7,650 +113%
LGWM
81
Litman Gregory Wealth Management
California
$677K – – –
MML Investors Services
82
MML Investors Services
Massachusetts
$662K -$63.4K -1,347 -9%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$637K -$23.1K -492 -4%
AR
84
Apeiron RIA
Texas
$634K +$634K +13,512 New
SFG
85
Summit Financial Group
West Virginia
$628K – – –
MW
86
Marcum Wealth
Ohio
$620K -$2.68K -57 -0.4%
SS
87
Sunbelt Securities
Texas
$598K +$10.6K +225 +2%
MAWCM
88
Mine & Arao Wealth Creation & Management
California
$595K – – –
HighTower Advisors
89
HighTower Advisors
Illinois
$585K -$43.6K -927 -7%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$583K -$565 -12 -0.1%
UWM
91
USAdvisors Wealth Management
Minnesota
$579K +$51.1K +1,086 +10%
NF
92
Nikulski Financial
Iowa
$555K -$4.52K -96 -0.8%
CWA
93
Capital Wealth Alliance
Arizona
$552K -$294K -6,234 -35%
TRCT
94
Tower Research Capital (TRC)
New York
$536K +$120K +2,553 +29%
Creative Planning
95
Creative Planning
Kansas
$517K -$27.1K -576 -5%
CRWM
96
Castle Rock Wealth Management
California
$505K +$422 +9 +0.1%
ANTB
97
AMG National Trust Bank
Colorado
$446K – – –
FMWA
98
Forvis Mazars Wealth Advisors
Missouri
$405K -$7.78K -165 -2%
WS
99
Wedbush Securities
California
$396K +$52.4K +1,113 +15%
FPGK
100
Financial Partners Group (Kansas)
Kansas
$394K +$8.34K +177 +2%
2 3
4
5 6