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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
76
Wedbush Securities
California
$785K +$20.1K +283 +3%
US Bancorp
77
US Bancorp
Minnesota
$777K -$8.1K -114 -1%
SPIA
78
Steward Partners Investment Advisory
New York
$733K +$117K +1,644 +19%
O3W
79
Omni 360 Wealth
New Jersey
$712K +$75K +1,056 +12%
CRWM
80
Castle Rock Wealth Management
California
$712K -$39.8K -559 -5%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$683K -$153K -2,160 -18%
SS
82
Sunbelt Securities
Texas
$676K +$852 +12 +0.1%
NA
83
NewEdge Advisors
Louisiana
$665K +$10.9K +153 +2%
ANTB
84
AMG National Trust Bank
Colorado
$650K -$3.91K -55 -0.6%
BHB
85
Bank Hapoalim BM
Israel
$637K -$25.2K -355 -4%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$612K +$79.8K +1,133 +15%
QPWM
87
Quadrant Private Wealth Management
Pennsylvania
$610K – – –
PFS
88
Prospera Financial Services
Texas
$601K – – –
CWM
89
Cordatus Wealth Management
Pennsylvania
$586K – – –
KAS
90
Kestra Advisory Services
Texas
$583K -$53K -746 -8%
CAM
91
Cresset Asset Management
Illinois
$573K -$17.5K -247 -3%
AF
92
Apexium Financial
Texas
$567K – – –
Millennium Management
93
Millennium Management
New York
$566K -$2.15M -30,343 -79%
FPGK
94
Financial Partners Group (Kansas)
Kansas
$544K -$37.2K -524 -6%
Cerity Partners
95
Cerity Partners
New York
$531K +$283K +3,978 +114%
SA
96
Sanctuary Advisors
Indiana
$513K -$691K -8,488 -57%
AAS
97
Avantax Advisory Services
Texas
$506K -$17.3K -243 -3%
BRWA
98
B. Riley Wealth Advisors
Florida
$486K -$109K -1,541 -18%
MW
99
Marcum Wealth
Ohio
$453K -$2.84K -40 -0.6%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$452K -$50.5K -711 -10%
2 3
4
5 6