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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
RIG
2
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.5M
2
VFM
2
Valley Financial Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
5
Tower Research Capital (TRC)
New York
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFW
101
Horizon Family Wealth
Illinois
$405K +$169K +3,210 +72%
CWA
102
Capital Wealth Alliance
Arizona
$396K -$28.4K -540 -7%
GWM
103
Geneos Wealth Management
Colorado
$392K – – –
AAS
104
Avantax Advisory Services
Texas
$383K +$25.9K +492 +7%
AWS
105
Atria Wealth Solutions
New York
$383K -$349K -6,633 -48%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$370K -$67.6K -1,284 -15%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$366K – – –
Bank of New York Mellon
108
Bank of New York Mellon
New York
$360K +$14.1K +267 +4%
SA
109
SFI Advisors
New Jersey
$360K – – –
ICP
110
Interchange Capital Partners
Pennsylvania
$357K -$4.99K -99 -1%
FA
111
FDx Advisors
Illinois
$348K -$6.32K -120 -2%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$348K – – –
CS
113
Comerica Securities
Michigan
$343K +$343K +6,519 New
SWA
114
Stratos Wealth Advisors
Ohio
$338K +$45.4K +861 +15%
OCM
115
Objective Capital Management
Ohio
$332K -$10.6K -201 -3%
COCM
116
Charter Oak Capital Management
New Hampshire
$320K – – –
RIA
117
Realta Investment Advisors
Delaware
$320K -$8.69K -165 -3%
IAG
118
Investmark Advisory Group
Connecticut
$316K +$1.42K +27 +0.5%
CF
119
Centaurus Financial
California
$303K +$174K +3,303 +135%
KNW
120
Kesler Norman & Wride
Utah
$276K +$632 +12 +0.2%
SFI
121
SPC Financial Inc
Maryland
$275K -$948 -18 -0.3%
OIA
122
OneDigital Investment Advisors
Kansas
$241K -$5.06K -96 -2%
FANJ
123
Financial Architects (New Jersey)
New Jersey
$237K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$234K -$22.1K -420 -9%
PPP
125
Private Portfolio Partners
New Jersey
$232K -$4.27K -81 -2%
3 4
5
6 7