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iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
76
BlackRock
New York
$747K +$747K +11,268 New
TRCT
77
Tower Research Capital (TRC)
New York
$712K -$326K -4,921 -31%
NA
78
NewEdge Advisors
Louisiana
$687K -$126K -1,894 -15%
BHB
79
Bank Hapoalim BM
Israel
$679K -$112K -1,692 -14%
CRWM
80
Castle Rock Wealth Management
California
$670K +$191 +3 +0%
WS
81
Wedbush Securities
California
$664K +$46.3K +699 +8%
FPGK
82
Financial Partners Group (Kansas)
Kansas
$656K +$8.02K +121 +1%
US Bancorp
83
US Bancorp
Minnesota
$644K +$95.1K +1,435 +17%
KF
84
KKM Financial
Illinois
$637K +$393K +5,922 +160%
SS
85
Sunbelt Securities
Texas
$631K -$82.9K -1,250 -12%
CAM
86
Cresset Asset Management
Illinois
$612K +$57.6K +869 +10%
SPIA
87
Steward Partners Investment Advisory
New York
$598K +$18.9K +285 +3%
ANTB
88
AMG National Trust Bank
Colorado
$593K -$27.8K -420 -4%
QPWM
89
Quadrant Private Wealth Management
Pennsylvania
$569K -$103K -1,554 -15%
PFS
90
Prospera Financial Services
Texas
$561K – – –
KAS
91
Kestra Advisory Services
Texas
$561K -$16.8K -254 -3%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$561K +$69.8K +1,054 +14%
NIWA
93
New Insight Wealth Advisors
California
$556K -$12.1K -182 -2%
BRWA
94
B. Riley Wealth Advisors
Florida
$546K -$761K -4,895 -58%
AF
95
Apexium Financial
Texas
$529K – – –
Baird Financial Group
96
Baird Financial Group
Wisconsin
$514K – – –
AAS
97
Avantax Advisory Services
Texas
$509K -$35.5K -535 -7%
MW
98
Marcum Wealth
Ohio
$468K -$17.5K -264 -4%
PS
99
Principal Securities
Iowa
$448K -$7.96K -120 -2%
FFL
100
Financial Freedom LLC
Ohio
$438K -$461K -6,956 -51%
2 3
4
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