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iShares US Financial Services ETF
IYG

Overview Fund Activity

264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 39 closing their positions.

Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
33
Increased
89
Reduced
81
Closed
39
Calls
$559K
Puts
$4.56M
Net Calls
-$4M
Net Calls Change
-$4.87M

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$99.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$90.8M
3
MWM
3
MinichMacGregor Wealth Management
New York
$17.9M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
Jane Street
5
Jane Street
New York
$5.98M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$0
2
WA
2
WestEnd Advisors
North Carolina
$80.6B
3
EF
3
Empowered Funds
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$86.5M
5
SFI
5
SPC Financial Inc
Maryland
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$786K – – –
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$777K +$196K +3,255 +34%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$771K -$16.1K -267 -2%
SS
104
Sunbelt Securities
Texas
$768K -$18.1K -294 -2%
MAWCM
105
Mine & Arao Wealth Creation & Management
California
$757K +$15K +249 +2%
BWG
106
Beta Wealth Group
California
$746K +$746K +12,405 New
Creative Planning
107
Creative Planning
Kansas
$734K -$29.2K -486 -4%
BRWM
108
B. Riley Wealth Management
Tennessee
$705K – – –
FAIM
109
Financial Advocates Investment Management
Washington
$689K +$689K +37,455 New
IWM
110
IHT Wealth Management
Illinois
$679K -$216K -3,600 -24%
WP
111
WealthSource Partners
California
$667K -$60.3K -1,002 -8%
AR
112
Apeiron RIA
Texas
$663K +$53.4K +918 +9%
UWM
113
USAdvisors Wealth Management
Minnesota
$646K +$355K +5,901 +122%
CRWM
114
Castle Rock Wealth Management
California
$631K +$352 +6 +0.1%
SFI
115
SPC Financial Inc
Maryland
$601K -$18.2M -302,589 -97%
ANTB
116
AMG National Trust Bank
Colorado
$569K +$8.48K +141 +2%
AG
117
Ascent Group
Virginia
$547K +$18.2K +303 +3%
FMWA
118
Forvis Mazars Wealth Advisors
Missouri
$543K -$6.13K -102 -1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$538K +$80.7K +1,344 +18%
PFS
120
Prospera Financial Services
Texas
$525K – – –
CWM
121
Cordatus Wealth Management
Pennsylvania
$496K – – –
FPGK
122
Financial Partners Group (Kansas)
Kansas
$456K +$456K +7,593 New
PCM
123
Pennsylvania Capital Management
Pennsylvania
$449K – – –
AAS
124
Avantax Advisory Services
Texas
$446K -$3.41K -57 -0.8%
SPIA
125
Steward Partners Investment Advisory
New York
$445K -$1.1M -18,231 -71%
3 4
5
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