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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
4
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
QFA
3
Quattro Financial Advisors
Texas
$425K
4
RJA
4
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$411K +$411K +6,876 New
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$394K – – –
OCM
103
Objective Capital Management
Ohio
$376K +$179 +3 +0%
COCM
104
Charter Oak Capital Management
New Hampshire
$365K +$1.61K +27 +0.4%
IAG
105
Investmark Advisory Group
Connecticut
$362K +$3.41K +57 +1%
Citigroup
106
Citigroup
New York
$360K -$325K -5,442 -47%
ICP
107
Interchange Capital Partners
Pennsylvania
$360K -$35.1K -588 -9%
CF
108
Centaurus Financial
California
$345K -$8.24K -138 -2%
RIA
109
Realta Investment Advisors
Delaware
$335K -$28.3K -474 -8%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$306K +$306K +5,127 New
CIC
111
Carnegie Investment Counsel
Ohio
$303K +$21.9K +366 +8%
FA
112
FDx Advisors
Illinois
$301K -$53.8K -900 -15%
Jane Street
113
Jane Street
New York
$298K +$298K +4,995 New
AWS
114
Atria Wealth Solutions
New York
$297K -$107K -1,788 -26%
GCP
115
GSA Capital Partners
United Kingdom
$296K +$296K +4,953 New
SA
116
SFI Advisors
New Jersey
$292K -$16.1K -270 -5%
HFW
117
Horizon Family Wealth
Illinois
$273K -$1.43K -24 -0.5%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$270K +$179 +3 +0.1%
RFA
119
Register Financial Advisors
Georgia
$265K +$265K +4,428 New
GFA
120
Gallagher Fiduciary Advisors
Illinois
$262K +$896 +15 +0.3%
PPP
121
Private Portfolio Partners
New Jersey
$261K +$179 +3 +0.1%
CIA
122
Capital Investment Advisors
Georgia
$249K -$1.25K -21 -0.5%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$248K +$3.05K +51 +1%
HSA
124
HBK Sorce Advisory
Pennsylvania
$236K – – –
PCIA
125
Prime Capital Investment Advisors
Kansas
$235K +$235K +3,936 New
3 4
5
6 7