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iShares US Financial Services ETF
IYG

Overview Fund Activity

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$7.55M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.4M
3
TRCT
3
Tower Research Capital (TRC)
New York
$4.6M
4
Millennium Management
4
Millennium Management
New York
$2M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.44M

Top Sellers

1
CAM
1
Cresset Asset Management
Illinois
$433K
2
RIG
2
RiverFront Investment Group
Virginia
$66.3M
3
RJA
3
Raymond James & Associates
Florida
$26.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$418K +$1.66K +33 +0.4%
US Bancorp
102
US Bancorp
Minnesota
$418K +$29K +576 +7%
Lido Advisors
103
Lido Advisors
California
$407K – – –
CWA
104
Capital Wealth Alliance
Arizona
$406K -$357K -7,098 -47%
DADC
105
D.A. Davidson & Co
Montana
$404K – – –
GWM
106
Geneos Wealth Management
Colorado
$375K – – –
ICP
107
Interchange Capital Partners
Pennsylvania
$362K +$17.5K +348 +5%
FA
108
FDx Advisors
Illinois
$353K – – –
MW
109
Marcum Wealth
Ohio
$353K -$295K -5,865 -46%
TPWA
110
TRUE Private Wealth Advisors
Oregon
$350K +$57.2K +1,137 +20%
SA
111
SFI Advisors
New Jersey
$344K -$4.24M -84,288 -93%
AAS
112
Avantax Advisory Services
Texas
$341K -$5.13K -102 -1%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$332K – – –
Bank of New York Mellon
114
Bank of New York Mellon
New York
$330K +$38.6K +768 +13%
OCM
115
Objective Capital Management
Ohio
$327K -$453 -9 -0.1%
RIA
116
Realta Investment Advisors
Delaware
$314K -$5.59K -111 -2%
COCM
117
Charter Oak Capital Management
New Hampshire
$306K – – –
IAG
118
Investmark Advisory Group
Connecticut
$300K +$1.66K +33 +0.6%
SWA
119
Stratos Wealth Advisors
Ohio
$280K -$40.5K -804 -13%
SFI
120
SPC Financial Inc
Maryland
$264K – – –
KNW
121
Kesler Norman & Wride
Utah
$263K -$278K -5,514 -51%
WS
122
Wedbush Securities
California
$262K -$203K -4,032 -44%
WAM
123
WNY Asset Management
New York
$256K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$245K +$5.13K +102 +2%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$244K +$3.47K +69 +1%
3 4
5
6 7