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iShares US Financial Services ETF
IYG

Overview Fund Activity

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
76
Burke & Herbert Bank & Trust
Virginia
$778K +$778K +11,928 New
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$768K -$1.87M -28,703 -71%
US Bancorp
78
US Bancorp
Minnesota
$721K +$87.8K +1,346 +14%
WS
79
Wedbush Securities
California
$702K +$49.2K +755 +8%
KF
80
KKM Financial
Illinois
$700K -$595K -4,415 -46%
CRWM
81
Castle Rock Wealth Management
California
$690K +$262 +4 +0%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$644K +$308K +4,728 +92%
SS
83
Sunbelt Securities
Texas
$620K -$261 -4 -0%
BHB
84
Bank Hapoalim BM
Israel
$608K -$60.1K -921 -9%
NA
85
NewEdge Advisors
Louisiana
$601K -$74.8K -1,147 -11%
ANTB
86
AMG National Trust Bank
Colorado
$601K +$17.7K +272 +3%
O3W
87
Omni 360 Wealth
New Jersey
$585K +$156K +2,394 +36%
KAS
88
Kestra Advisory Services
Texas
$584K +$32.4K +497 +6%
SPIA
89
Steward Partners Investment Advisory
New York
$566K -$22.4K -344 -4%
QPWM
90
Quadrant Private Wealth Management
Pennsylvania
$560K – – –
PFS
91
Prospera Financial Services
Texas
$552K – – –
BRWA
92
B. Riley Wealth Advisors
Florida
$549K +$320K +4,902 +139%
CAM
93
Cresset Asset Management
Illinois
$542K -$59.5K -912 -10%
CWM
94
Cordatus Wealth Management
Pennsylvania
$538K +$538K +8,256 New
FPGK
95
Financial Partners Group (Kansas)
Kansas
$534K -$112K -1,716 -17%
AF
96
Apexium Financial
Texas
$520K – – –
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$493K -$59.5K -913 -11%
AAS
98
Avantax Advisory Services
Texas
$480K -$20.2K -309 -4%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$461K -$44K -675 -9%
CCM
100
Consolidated Capital Management
California
$456K -$549K -8,423 -55%
2 3
4
5 6