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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
76
Vestmark Advisory Solutions
Massachusetts
$935K -$3.15K -60 -0.3%
Citigroup
77
Citigroup
New York
$904K -$119K -2,268 -12%
KAS
78
Kestra Advisory Services
Texas
$893K +$2.05K +39 +0.2%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$873K -$22.1K -420 -2%
BHB
80
Bank Hapoalim BM
Israel
$866K -$83.4K -1,587 -9%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$858K +$13.5K +258 +2%
AWS
82
Atria Wealth Solutions
New York
$808K +$11.7K +222 +1%
CWA
83
Capital Wealth Alliance
Arizona
$796K +$182K +3,459 +30%
Prudential Financial
84
Prudential Financial
New Jersey
$789K -$5.87M -111,816 -88%
UWM
85
USAdvisors Wealth Management
Minnesota
$779K +$133K +2,535 +21%
LGWM
86
Litman Gregory Wealth Management
California
$755K – – –
GPA
87
Garrison Point Advisors
California
$748K -$10.2K -195 -1%
AR
88
Apeiron RIA
Texas
$711K +$1.89K +36 +0.3%
SFG
89
Summit Financial Group
West Virginia
$700K – – –
QPWM
90
Quadrant Private Wealth Management
Pennsylvania
$687K +$687K +13,083 New
MW
91
Marcum Wealth
Ohio
$676K -$15.9K -303 -2%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$676K -$35.9K -684 -5%
SS
93
Sunbelt Securities
Texas
$672K +$5.36K +102 +0.8%
MAWCM
94
Mine & Arao Wealth Creation & Management
California
$670K +$6.3K +120 +0.9%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$665K +$15.3K +291 +2%
BRWA
96
B. Riley Wealth Advisors
Florida
$663K -$94.4K -1,797 -12%
NF
97
Nikulski Financial
Iowa
$652K +$33.1K +630 +5%
MML Investors Services
98
MML Investors Services
Massachusetts
$639K -$98.9K -1,884 -13%
CRWM
99
Castle Rock Wealth Management
California
$613K +$512 +9 +0.1%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$610K +$610K +11,598 New
2 3
4
5 6