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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
4
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
QFA
3
Quattro Financial Advisors
Texas
$425K
4
RJA
4
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
76
Sunbelt Securities
Texas
$643K -$38K -636 -6%
CRWM
77
Castle Rock Wealth Management
California
$628K -$14.6K -246 -2%
SFC
78
Swisher Financial Concepts
Ohio
$608K +$608K +10,395 New
QPWM
79
Quadrant Private Wealth Management
Pennsylvania
$606K -$1.79K -30 -0.3%
FPGK
80
Financial Partners Group (Kansas)
Kansas
$584K +$37.1K +621 +7%
Lido Advisors
81
Lido Advisors
California
$559K +$6.63K +111 +1%
ANTB
82
AMG National Trust Bank
Colorado
$559K +$717 +12 +0.1%
WS
83
Wedbush Securities
California
$557K -$13.6K -228 -2%
SPIA
84
Steward Partners Investment Advisory
New York
$522K -$8.78K -147 -2%
KAS
85
Kestra Advisory Services
Texas
$521K -$19.4K -324 -4%
NIWA
86
New Insight Wealth Advisors
California
$512K +$512K +8,568 New
PFS
87
Prospera Financial Services
Texas
$506K – – –
BRWA
88
B. Riley Wealth Advisors
Florida
$502K -$127K -2,133 -20%
CAM
89
Cresset Asset Management
Illinois
$499K +$358 +6 +0.1%
US Bancorp
90
US Bancorp
Minnesota
$495K -$15.2K -255 -3%
AAS
91
Avantax Advisory Services
Texas
$490K +$55.9K +936 +13%
AF
92
Apexium Financial
Texas
$477K – – –
TW
93
TritonPoint Wealth
Maryland
$476K +$476K +7,974 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$463K +$43.5K +729 +10%
GWM
95
Geneos Wealth Management
Colorado
$445K – – –
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$443K +$8.96K +150 +2%
MW
97
Marcum Wealth
Ohio
$438K -$13.8K -231 -3%
TPWA
98
TRUE Private Wealth Advisors
Oregon
$432K +$1.61K +27 +0.4%
DADC
99
D.A. Davidson & Co
Montana
$425K +$17.9K +300 +4%
QFA
100
Quattro Financial Advisors
Texas
$425K -$6.98M -8,820 -94%
2 3
4
5 6