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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
101
TRUE Private Wealth Advisors
Oregon
$371K 2,399 +81 +3%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$362K 2,340 -3 -0.1%
DADC
103
D.A. Davidson & Co
Montana
$351K 2,272 -395 -15%
AWS
104
Atria Wealth Solutions
New York
$349K 2,254 -168 -7%
ICP
105
Interchange Capital Partners
Pennsylvania
$341K 2,203 -163 -7%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$340K 2,200 – –
CS
107
Comerica Securities
Michigan
$337K 2,170 -3 -0.1%
SWA
108
Stratos Wealth Advisors
Ohio
$336K 2,172 +33 +2%
OCM
109
Objective Capital Management
Ohio
$325K 2,098 – –
RIA
110
Realta Investment Advisors
Delaware
$320K 2,027 – –
COCM
111
Charter Oak Capital Management
New Hampshire
$313K 2,027 – –
IAG
112
Investmark Advisory Group
Connecticut
$309K 1,998 – –
FA
113
FDx Advisors
Illinois
$306K 1,980 -221 -10%
CF
114
Centaurus Financial
California
$305K 1,971 +52 +3%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$288K 1,861 +1,861 New
SA
116
SFI Advisors
New Jersey
$266K 1,721 -555 -24%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$256K 1,655 -623 -27%
CIC
118
Carnegie Investment Counsel
Ohio
$243K 1,568 +1,568 New
SFI
119
SPC Financial Inc
Maryland
$240K 1,550 -192 -11%
OIA
120
OneDigital Investment Advisors
Kansas
$237K 1,531 +3 +0.2%
HFW
121
Horizon Family Wealth
Illinois
$237K 1,530 -1,032 -40%
CWA
122
Capital Wealth Alliance
Arizona
$236K 1,523 -985 -39%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$233K 1,507 +27 +2%
GFA
124
Gallagher Fiduciary Advisors
Illinois
$225K 1,458 -4 -0.3%
PPP
125
Private Portfolio Partners
New Jersey
$225K 1,457 -13 -0.9%
3 4
5
6 7