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iShares US Financial Services ETF
IYG

Overview Fund Activity

218 hedge funds and large institutions have $748M invested in iShares US Financial Services ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 28 closing their positions.

Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
61
Reduced
78
Closed
28
Calls
$1.05M
Puts
$537K
Net Calls
+$508K
Net Calls Change
+$270K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$101M
2
SA
2
SAM Advisors
California
$5.65M
3
Bank of America
3
Bank of America
North Carolina
$50.9M
4
Prudential Financial
4
Prudential Financial
New Jersey
$6.04M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$823K
2
Wells Fargo
2
Wells Fargo
California
$19M
3
Millennium Management
3
Millennium Management
New York
$2.94M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.6M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Apexium Financial
Texas
$392K +$392K +8,331 New
CWM
102
Cordatus Wealth Management
Pennsylvania
$389K – – –
Baird Financial Group
103
Baird Financial Group
Wisconsin
$380K -$5.37K -114 -1%
AF
104
Advisornet Financial
Minnesota
$380K +$54.8K +1,164 +17%
Lido Advisors
105
Lido Advisors
California
$380K +$380K +8,091 New
CCM
106
Consolidated Capital Management
California
$376K +$376K +7,983 New
SWA
107
Stratos Wealth Advisors
Ohio
$376K +$376K +7,995 New
IGWM
108
ICA Group Wealth Management
Colorado
$369K – – –
GWM
109
Geneos Wealth Management
Colorado
$355K +$219K +4,665 +162%
PCM
110
Pennsylvania Capital Management
Pennsylvania
$352K – – –
SPIA
111
Steward Partners Investment Advisory
New York
$347K +$2.97K +63 +0.9%
AAS
112
Avantax Advisory Services
Texas
$334K -$9.18K -195 -3%
US Bancorp
113
US Bancorp
Minnesota
$333K +$31.5K +669 +10%
NA
114
NewEdge Advisors
Louisiana
$332K -$332K -7,062 -50%
Renaissance Technologies
115
Renaissance Technologies
New York
$325K +$325K +6,900 New
F
116
F3Logic
Minnesota
$324K +$24.8K +525 +8%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$308K – – –
OCM
118
Objective Capital Management
Ohio
$306K – – –
RIA
119
Realta Investment Advisors
Delaware
$299K +$4.8K +102 +2%
RJT
120
Raymond James Trust
Florida
$290K +$11.6K +246 +4%
COCM
121
Charter Oak Capital Management
New Hampshire
$286K +$279K +5,925 +3,798%
IAG
122
Investmark Advisory Group
Connecticut
$277K +$1.69K +36 +0.6%
TPWA
123
TRUE Private Wealth Advisors
Oregon
$263K +$28.9K +615 +12%
Simplex Trading
124
Simplex Trading
Illinois
$262K +$69.6K +1,479 +36%
CF
125
Centaurus Financial
California
$254K +$10.6K +225 +4%
3 4
5
6 7