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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.62B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.89M
4
RIG
RiverFront Investment Group
Virginia
$121M
5
Bank of America
Bank of America
North Carolina
$36M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$257K
2
Morgan Stanley
Morgan Stanley
New York
$70.8M
3
Jane Street
Jane Street
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$241K
5
UBS Group
UBS Group
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$479K – – –
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$478K +$181K +2,323 +61%
IAG
103
Investmark Advisory Group
Connecticut
$477K +$1.56K +20 +0.3%
PS
104
Principal Securities
Iowa
$467K -$6.54K -84 -1%
OCM
105
Objective Capital Management
Ohio
$456K +$156 +2 +0%
NIWA
106
New Insight Wealth Advisors
California
$455K -$37.4K -481 -8%
CCM
107
Consolidated Capital Management
California
$449K -$18.4K -237 -4%
TW
108
TritonPoint Wealth
Maryland
$437K -$2.88K -37 -0.7%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$429K +$29.1K +374 +7%
KNW
110
Kesler Norman & Wride
Utah
$427K +$5.76K +74 +1%
CIC
111
Carnegie Investment Counsel
Ohio
$414K +$10.5K +135 +3%
OC
112
Oppenheimer & Co
New York
$412K +$389 +5 +0.1%
Northern Trust
113
Northern Trust
Illinois
$409K – – –
HFW
114
Horizon Family Wealth
Illinois
$403K +$39.8K +512 +11%
SWP
115
Stratos Wealth Partners
Ohio
$384K -$12.1K -155 -3%
MW
116
Maia Wealth
Colorado
$364K +$364K +4,368 New
AWE
117
Avidian Wealth Enterprises
Texas
$362K +$78 +1 +0%
RCM
118
Riggs Capital Management
Utah
$356K +$356K +4,580 New
RFA
119
Register Financial Advisors
Georgia
$348K +$856 +11 +0.2%
PAS
120
Park Avenue Securities
New York
$341K +$341K +4,387 New
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$340K +$67.3K +865 +25%
PPP
122
Private Portfolio Partners
New Jersey
$333K +$78 +1 +0%
WIA
123
Wetzel Investment Advisors
Indiana
$331K +$7.78K +100 +2%
Fisher Asset Management
124
Fisher Asset Management
Washington
$328K +$55.5K +713 +20%
DADC
125
D.A. Davidson & Co
Montana
$320K – – –
3 4
5
6 7