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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
76
Mine & Arao Wealth Creation & Management
California
$657K -$6.03K -117 -0.9%
EH
77
Equitable Holdings
New York
$623K +$397K +7,698 +175%
Citigroup
78
Citigroup
New York
$591K -$120K -2,319 -17%
SS
79
Sunbelt Securities
Texas
$588K -$7.58K -147 -1%
CRWM
80
Castle Rock Wealth Management
California
$552K +$307 +6 +0.1%
BRWA
81
B. Riley Wealth Advisors
Florida
$546K -$122K -2,352 -18%
NA
82
NewEdge Advisors
Louisiana
$527K -$109K -2,106 -17%
QPWM
83
Quadrant Private Wealth Management
Pennsylvania
$527K – – –
WS
84
Wedbush Securities
California
$492K +$37K +717 +8%
QFA
85
Quattro Financial Advisors
Texas
$482K – – –
ANTB
86
AMG National Trust Bank
Colorado
$482K -$7.11K -138 -1%
Lido Advisors
87
Lido Advisors
California
$477K – – –
FPGK
88
Financial Partners Group (Kansas)
Kansas
$473K +$34.4K +666 +8%
KAS
89
Kestra Advisory Services
Texas
$466K +$28.1K +546 +6%
SPIA
90
Steward Partners Investment Advisory
New York
$458K +$3.4K +66 +0.7%
FTUS
91
Flow Traders U.S.
New York
$449K +$449K +8,703 New
CCM
92
Consolidated Capital Management
California
$446K -$32.5K -630 -7%
US Bancorp
93
US Bancorp
Minnesota
$440K +$2.48K +48 +0.6%
PFS
94
Prospera Financial Services
Texas
$436K – – –
CAM
95
Cresset Asset Management
Illinois
$433K -$155 -3 -0%
AF
96
Apexium Financial
Texas
$414K -$18.2K -351 -4%
MW
97
Marcum Wealth
Ohio
$390K -$17.6K -342 -4%
GWM
98
Geneos Wealth Management
Colorado
$384K – – –
AAS
99
Avantax Advisory Services
Texas
$375K – – –
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$374K -$236K -4,584 -39%
2 3
4
5 6