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iShares US Financial Services ETF
IYG

Overview Fund Activity

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$7.55M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.4M
3
TRCT
3
Tower Research Capital (TRC)
New York
$4.6M
4
Millennium Management
4
Millennium Management
New York
$2M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.44M

Top Sellers

1
CAM
1
Cresset Asset Management
Illinois
$433K
2
RIG
2
RiverFront Investment Group
Virginia
$66.3M
3
RJA
3
Raymond James & Associates
Florida
$26.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
76
Vestmark Advisory Solutions
Massachusetts
$693K -$203K -4,038 -23%
SFG
77
Summit Financial Group
West Virginia
$671K – – –
MAWCM
78
Mine & Arao Wealth Creation & Management
California
$645K +$3.02K +60 +0.5%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$636K -$11.9K -237 -2%
SS
80
Sunbelt Securities
Texas
$630K -$7.01K -141 -1%
BRWA
81
B. Riley Wealth Advisors
Florida
$627K -$8.61K -171 -1%
NF
82
Nikulski Financial
Iowa
$625K – – –
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$619K -$18.7K -372 -3%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$605K +$28.5K +573 +5%
QPWM
85
Quadrant Private Wealth Management
Pennsylvania
$568K -$90.6K -1,800 -14%
Prudential Financial
86
Prudential Financial
New Jersey
$547K -$204K -4,071 -27%
CRWM
87
Castle Rock Wealth Management
California
$533K +$445 +9 +0.1%
UWM
88
USAdvisors Wealth Management
Minnesota
$511K -$235K -4,680 -32%
MML Investors Services
89
MML Investors Services
Massachusetts
$486K -$127K -2,520 -21%
ANTB
90
AMG National Trust Bank
Colorado
$477K +$302 +6 +0.1%
VAFP
91
Vahanian & Associates Financial Planning
New York
$467K +$61.1K +1,215 +15%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$463K -$477K -9,480 -51%
CCM
93
Consolidated Capital Management
California
$462K +$69.9K +1,389 +18%
FPGK
94
Financial Partners Group (Kansas)
Kansas
$441K +$15.5K +309 +4%
KAS
95
Kestra Advisory Services
Texas
$440K -$416K -8,268 -49%
CAM
96
Cresset Asset Management
Illinois
$433K -$18.3M -364,341 -98%
GCP
97
GSA Capital Partners
United Kingdom
$431K +$431K +8,568 New
SPIA
98
Steward Partners Investment Advisory
New York
$431K +$10.9K +216 +3%
PFS
99
Prospera Financial Services
Texas
$426K +$426K +8,466 New
AF
100
Apexium Financial
Texas
$419K – – –
2 3
4
5 6