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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIWA
101
New Insight Wealth Advisors
California
$449K -$46.7K -658 -9%
TPWA
102
TRUE Private Wealth Advisors
Oregon
$441K – – –
TRCT
103
Tower Research Capital (TRC)
New York
$437K +$374K +5,260 +590%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$437K – – –
IAG
105
Investmark Advisory Group
Connecticut
$434K +$1.49K +21 +0.3%
PS
106
Principal Securities
Iowa
$432K – – –
CCM
107
Consolidated Capital Management
California
$427K -$69.5K -979 -14%
OCM
108
Objective Capital Management
Ohio
$416K +$416K +5,853 New
TW
109
TritonPoint Wealth
Maryland
$400K +$35.4K +500 +10%
KNW
110
Kesler Norman & Wride
Utah
$385K +$385K +5,416 New
OC
111
Oppenheimer & Co
New York
$376K +$376K +5,293 New
Northern Trust
112
Northern Trust
Illinois
$373K +$373K +5,250 New
CIC
113
Carnegie Investment Counsel
Ohio
$368K +$18.1K +255 +5%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$365K -$1.06K -15 -0.3%
SWP
115
Stratos Wealth Partners
Ohio
$361K +$361K +5,087 New
HFW
116
Horizon Family Wealth
Illinois
$331K +$5.9K +83 +2%
AWE
117
Avidian Wealth Enterprises
Texas
$330K +$71 +1 +0%
RFA
118
Register Financial Advisors
Georgia
$317K +$852 +12 +0.3%
SFC
119
Swisher Financial Concepts
Ohio
$313K +$70 +1 +0%
Wolverine Trading
120
Wolverine Trading
Illinois
$310K +$310K +4,388 New
PPP
121
Private Portfolio Partners
New Jersey
$304K +$304K +4,283 New
CF
122
Centaurus Financial
California
$303K -$7.11K -100 -2%
WIA
123
Wetzel Investment Advisors
Indiana
$295K +$15.3K +215 +5%
ICP
124
Interchange Capital Partners
Pennsylvania
$294K -$9.87K -139 -3%
DADC
125
D.A. Davidson & Co
Montana
$293K – – –
3 4
5
6 7