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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
RIG
2
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.5M
2
VFM
2
Valley Financial Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
5
Tower Research Capital (TRC)
New York
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$679K 12,894 +432 +3%
MAWCM
77
Mine & Arao Wealth Creation & Management
California
$677K 12,858 +42 +0.3%
Prudential Financial
78
Prudential Financial
New Jersey
$659K 12,522 +1,575 +14%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$650K 12,351 -279 -2%
NA
80
NewEdge Advisors
Louisiana
$650K 12,339 -6,396 -34%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$624K 11,847 -450 -4%
SS
82
Sunbelt Securities
Texas
$608K 11,550 -1,116 -9%
TRCT
83
Tower Research Capital (TRC)
New York
$604K 11,463 -80,010 -87%
CRWM
84
Castle Rock Wealth Management
California
$570K 10,785 +6 +0.1%
QPWM
85
Quadrant Private Wealth Management
Pennsylvania
$535K 10,167 -1,116 -10%
ANTB
86
AMG National Trust Bank
Colorado
$500K 9,486 +3 +0%
QFA
87
Quattro Financial Advisors
Texas
$493K 9,357 -43,608 -82%
CCM
88
Consolidated Capital Management
California
$489K 9,282 +96 +1%
Lido Advisors
89
Lido Advisors
California
$487K 9,249 +1,158 +14%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$471K 8,493 -276 -3%
WS
91
Wedbush Securities
California
$465K 8,829 +3,615 +69%
SPIA
92
Steward Partners Investment Advisory
New York
$464K 8,820 +258 +3%
KAS
93
Kestra Advisory Services
Texas
$447K 8,496 -246 -3%
US Bancorp
94
US Bancorp
Minnesota
$447K 8,487 +189 +2%
PFS
95
Prospera Financial Services
Texas
$446K 8,466 – –
CAM
96
Cresset Asset Management
Illinois
$440K 8,355 -255 -3%
AF
97
Apexium Financial
Texas
$439K 8,331 – –
CWM
98
Cordatus Wealth Management
Pennsylvania
$435K 8,256 +8,256 New
DADC
99
D.A. Davidson & Co
Montana
$421K 8,001 -18 -0.2%
MW
100
Marcum Wealth
Ohio
$416K 7,902 +894 +13%
2 3
4
5 6