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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
1
WestEnd Advisors
North Carolina
$77.3M
2
EF
2
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
4
Morgan Stanley
New York
$115M
5
RJA
5
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$20.4M
2
AS
2
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
5
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$1.09M +$252K +3,921 +30%
BHB
102
Bank Hapoalim BM
Israel
$1.06M +$1.06M +16,419 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$1.04M +$159K +2,466 +18%
RJT
104
Raymond James Trust
Florida
$1.01M +$144K +2,241 +17%
IWM
105
IHT Wealth Management
Illinois
$959K -$11K -171 -1%
LGWM
106
Litman Gregory Wealth Management
California
$926K – – –
GPA
107
Garrison Point Advisors
California
$920K – – –
OCPWS
108
One Charles Private Wealth Services
Massachusetts
$890K +$16K +249 +2%
SFG
109
Summit Financial Group
West Virginia
$858K – – –
SS
110
Sunbelt Securities
Texas
$851K +$299K +4,491 +54%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$842K +$7.34K +114 +0.9%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$842K +$842K +13,077 New
Creative Planning
113
Creative Planning
Kansas
$817K +$7.33K +114 +0.9%
MAWCM
114
Mine & Arao Wealth Creation & Management
California
$794K +$24.3K +378 +3%
WP
115
WealthSource Partners
California
$778K -$7.14K -111 -0.9%
BRWM
116
B. Riley Wealth Management
Tennessee
$755K – – –
GCA
117
Genesee Capital Advisors
New York
$742K +$12.2K +189 +2%
AR
118
Apeiron RIA
Texas
$674K +$674K +10,470 New
CRWM
119
Castle Rock Wealth Management
California
$667K +$28.3K +456 +4%
WPA
120
Winning Points Advisors
Florida
$645K +$645K +14,400 New
SPC
121
Sigma Planning Corp
Michigan
$642K +$5.99K +93 +0.9%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$623K +$59.1K +918 +10%
KCM
123
Karp Capital Management
California
$615K +$89.4K +1,389 +17%
ANTB
124
AMG National Trust Bank
Colorado
$600K +$579 +9 +0.1%
FMWA
125
Forvis Mazars Wealth Advisors
Missouri
$588K +$6.57K +102 +1%
3 4
5
6 7