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iShares US Financial Services ETF
IYG

Overview Fund Activity

213 hedge funds and large institutions have $915M invested in iShares US Financial Services ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
31
Increased
69
Reduced
59
Closed
21
Calls
$411K
Puts
$480K
Net Calls
-$69K
Net Calls Change
-$339K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$171M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
MW
3
Marks Wealth
Maryland
$18.8M
4
Wells Fargo
4
Wells Fargo
California
$30.6M
5
RJA
5
Raymond James & Associates
Florida
$51.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72.2M
2
AS
2
Altshuler Shaham
Israel
$11.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.81M
4
FWCM
4
Ferguson Wellman Capital Management
Oregon
$9.22M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$399K +$343 +6 +0.1%
BRWM
102
B. Riley Wealth Management
Tennessee
$399K +$399K +6,990 New
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$396K -$18.3K -321 -4%
AAS
104
Avantax Advisory Services
Texas
$389K -$1.01M -17,751 -72%
FCA
105
FLC Capital Advisors
California
$387K -$90.5K -1,587 -19%
Creative Planning
106
Creative Planning
Kansas
$387K +$85.9K +1,503 +29%
KCM
107
Karp Capital Management
California
$382K +$382K +6,684 New
JIC
108
Johnson Investment Counsel
Ohio
$372K – – –
CWS
109
Cypress Wealth Services
California
$368K -$254K -4,449 -41%
RJT
110
Raymond James Trust
Florida
$361K -$7.55K -132 -2%
WS
111
Wedbush Securities
California
$360K +$69.2K +1,212 +24%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$352K -$12.7K -222 -3%
DI
113
DFPG Investments
Utah
$349K -$162K -2,766 -32%
RIA
114
Realta Investment Advisors
Delaware
$349K +$342 +6 +0.1%
HI
115
Harbour Investments
Wisconsin
$343K +$343K +6,006 New
TC
116
TownSquare Capital
Utah
$341K -$134K -2,349 -28%
CF
117
Centaurus Financial
California
$321K -$259K -4,542 -45%
SS
118
Sunbelt Securities
Texas
$320K +$320K +5,604 New
SPC
119
Sigma Planning Corp
Michigan
$302K -$14.7K -258 -5%
AIA
120
Arbor Investment Advisors
North Carolina
$291K – – –
PCM
121
Pointe Capital Management
Michigan
$290K +$16.3K +285 +6%
TPWA
122
TRUE Private Wealth Advisors
Oregon
$285K – – –
APA
123
Allegiant Private Advisors
Florida
$284K +$284K +4,980 New
NA
124
NewEdge Advisors
Louisiana
$273K +$21.4K +375 +9%
GWM
125
Geneos Wealth Management
Colorado
$265K – – –
3 4
5
6 7