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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$6.69M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.89M
4
RIG
RiverFront Investment Group
Virginia
+$3.87M
5
Bank of America
Bank of America
North Carolina
+$2.77M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.52M
3
Jane Street
Jane Street
New York
-$2.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.23M
5
UBS Group
UBS Group
Switzerland
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
76
Quantinno Capital Management
New York
$756K +$756K +9,710 New
WS
77
Wedbush Securities
California
$724K -$137K -1,754 -16%
ANTB
78
AMG National Trust Bank
Colorado
$712K +$78 +1 +0%
PFS
79
Prospera Financial Services
Texas
$705K +$46.3K +595 +7%
NA
80
NewEdge Advisors
Louisiana
$678K -$50.7K -652 -7%
KAS
81
Kestra Advisory Services
Texas
$657K +$18.3K +235 +3%
QPWM
82
Quadrant Private Wealth Management
Pennsylvania
$652K -$15.6K -200 -2%
CWM
83
Cordatus Wealth Management
Pennsylvania
$642K – – –
Baird Financial Group
84
Baird Financial Group
Wisconsin
$642K +$147K +1,884 +30%
BHB
85
Bank Hapoalim BM
Israel
$632K -$65.8K -846 -9%
SS
86
Sunbelt Securities
Texas
$630K -$111K -1,422 -15%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$629K -$47K -604 -7%
AF
88
Apexium Financial
Texas
$621K – – –
CRWM
89
Castle Rock Wealth Management
California
$596K -$246K -2,920 -29%
Cerity Partners
90
Cerity Partners
New York
$582K +$700 +9 +0.1%
AAS
91
Avantax Advisory Services
Texas
$568K +$14.1K +181 +3%
KWA
92
Kingswood Wealth Advisors
California
$550K +$550K +7,064 New
FPGK
93
Financial Partners Group (Kansas)
Kansas
$539K -$56.6K -728 -10%
PCA
94
Prosperity Capital Advisors
Ohio
$521K +$521K +6,690 New
Wolverine Trading
95
Wolverine Trading
Illinois
$520K +$179K +2,299 +52%
BRWA
96
B. Riley Wealth Advisors
Florida
$506K -$29.1K -374 -5%
CAM
97
Cresset Asset Management
Illinois
$500K -$128K -1,646 -20%
SA
98
Sanctuary Advisors
Indiana
$497K -$32.5K -386 -6%
MW
99
Marcum Wealth
Ohio
$492K -$4.82K -62 -1%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$483K – – –
2 3
4
5 6