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iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
O3W
101
Omni 360 Wealth
New Jersey
$436K +$436K +6,580 New
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$433K +$433K +6,531 New
CIBC World Market
103
CIBC World Market
Ontario, Canada
$429K -$832K -12,565 -66%
OCM
104
Objective Capital Management
Ohio
$418K +$66 +1 +0%
TPWA
105
TRUE Private Wealth Advisors
Oregon
$412K -$67.4K -1,017 -14%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$408K -$29.8K -450 -7%
COCM
107
Charter Oak Capital Management
New Hampshire
$405K – – –
IAG
108
Investmark Advisory Group
Connecticut
$403K +$1.39K +21 +0.3%
TW
109
TritonPoint Wealth
Maryland
$389K -$87.8K -1,470 -18%
MML Investors Services
110
MML Investors Services
Massachusetts
$365K -$515K -7,773 -59%
ICP
111
Interchange Capital Partners
Pennsylvania
$361K -$34.2K -522 -9%
RIA
112
Realta Investment Advisors
Delaware
$359K -$12.3K -185 -3%
ES
113
Eagle Strategies
New York
$359K +$359K +5,410 New
DADC
114
D.A. Davidson & Co
Montana
$349K -$123K -1,851 -26%
CF
115
Centaurus Financial
California
$344K -$38.6K -583 -10%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$341K +$1.13K +17 +0.3%
SFC
117
Swisher Financial Concepts
Ohio
$336K -$331K -5,159 -50%
HF
118
HRT Financial
New York
$332K +$332K +5,009 New
CIC
119
Carnegie Investment Counsel
Ohio
$319K -$17.2K -259 -5%
AWS
120
Atria Wealth Solutions
New York
$314K -$16.2K -245 -5%
HFW
121
Horizon Family Wealth
Illinois
$301K -$1.99K -30 -0.7%
CWA
122
Capital Wealth Alliance
Arizona
$295K +$41.2K +621 +16%
RFA
123
Register Financial Advisors
Georgia
$294K +$663 +10 +0.2%
GFA
124
Gallagher Fiduciary Advisors
Illinois
$293K +$1.99K +30 +0.7%
Renaissance Technologies
125
Renaissance Technologies
New York
$292K +$292K +4,400 New
3 4
5
6 7