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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
$599K +$236K +4,500 +65%
KNW
102
Kesler Norman & Wride
Utah
$564K -$3.15M -59,997 -85%
JIP
103
Jaffetilchin Investment Partners
Florida
$543K +$543K +10,341 New
ANTB
104
AMG National Trust Bank
Colorado
$498K +$473 +9 +0.1%
FPGK
105
Financial Partners Group (Kansas)
Kansas
$493K +$5.59K +96 +1%
CRI
106
Commonwealth Retirement Investments
Virginia
$492K +$492K +9,366 New
WS
107
Wedbush Securities
California
$485K +$44.1K +840 +10%
Jane Street
108
Jane Street
New York
$442K -$476K -9,063 -52%
SPIA
109
Steward Partners Investment Advisory
New York
$438K +$51.3K +978 +13%
AF
110
Apexium Financial
Texas
$437K – – –
Baird Financial Group
111
Baird Financial Group
Wisconsin
$434K +$11.2K +213 +3%
Lido Advisors
112
Lido Advisors
California
$425K – – –
HSA
113
HBK Sorce Advisory
Pennsylvania
$424K +$424K +8,070 New
VAFP
114
Vahanian & Associates Financial Planning
New York
$424K +$424K +8,070 New
DADC
115
D.A. Davidson & Co
Montana
$421K +$421K +8,019 New
PCM
116
Pennsylvania Capital Management
Pennsylvania
$416K – – –
CCM
117
Consolidated Capital Management
California
$409K -$9.77K -186 -2%
US Bancorp
118
US Bancorp
Minnesota
$405K +$34.2K +651 +9%
GWM
119
Geneos Wealth Management
Colorado
$391K -$5.67K -108 -1%
AAS
120
Avantax Advisory Services
Texas
$361K -$11.5K -219 -3%
ICP
121
Interchange Capital Partners
Pennsylvania
$360K +$133K +2,541 +59%
FA
122
FDx Advisors
Illinois
$353K +$108K +2,055 +44%
FMWA
123
Forvis Mazars Wealth Advisors
Missouri
$347K -$105K -1,995 -23%
OCM
124
Objective Capital Management
Ohio
$342K +$158 +3 +0%
SWA
125
Stratos Wealth Advisors
Ohio
$334K -$85.9K -1,635 -20%
3 4
5
6 7