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iShares US Financial Services ETF
IYG

Overview Fund Activity

213 hedge funds and large institutions have $915M invested in iShares US Financial Services ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
31
Increased
69
Reduced
59
Closed
21
Calls
$411K
Puts
$480K
Net Calls
-$69K
Net Calls Change
-$339K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$171M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M
3
MW
Marks Wealth
Maryland
$18.8M
4
Wells Fargo
Wells Fargo
California
$30.6M
5
RJA
Raymond James & Associates
Florida
$51.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72.2M
2
AS
Altshuler Shaham
Israel
$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.81M
4
FWCM
Ferguson Wellman Capital Management
Oregon
$9.22M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
126
HBK Sorce Advisory
Pennsylvania
$262K +$262K +4,587 New
FANJ
127
Financial Architects (New Jersey)
New Jersey
$257K – – –
CIA
128
Capital Investment Advisors
Georgia
$255K – – –
WWM
129
Western Wealth Management
Colorado
$253K +$8.9K +156 +4%
PPP
130
Private Portfolio Partners
New Jersey
$246K +$5.99K +105 +2%
OIA
131
OneDigital Investment Advisors
Kansas
$231K +$231K +4,053 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$230K -$2.74K -48 -1%
SIC
133
Samalin Investment Counsel
New York
$229K – – –
VFA
134
Voya Financial Advisors
Connecticut
$229K +$229K +3,984 New
W
135
WealthOne
New York
$222K +$222K +3,891 New
WAM
136
WNY Asset Management
New York
$220K +$220K +3,864 New
Bank of New York Mellon
137
Bank of New York Mellon
New York
$217K -$17.1K -300 -7%
GIA
138
Goodwin Investment Advisory
Georgia
$215K -$12.8K -225 -6%
CB
139
Commerce Bank
Missouri
$214K +$214K +3,750 New
SWP
140
Stratos Wealth Partners
Ohio
$210K +$210K +3,681 New
AC
141
Abbrea Capital
California
$209K -$162K -2,850 -44%
QCM
142
Quest Capital Management
Texas
$209K +$209K +3,657 New
MOS
143
MGO One Seven
Ohio
$205K +$205K +3,594 New
SFS
144
Sowell Financial Services
Arkansas
$201K -$408K -6,540 -67%
GLLW
145
Graves Light Lenhart Wealth
Virginia
$188K +$63.6K +1,113 +51%
LPIC
146
LeJeune Puetz Investment Counsel
Michigan
$139K – – –
AWM
147
AllSquare Wealth Management
New York
$137K – – –
EAM
148
Erste Asset Management
Austria
$134K – – –
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$125K +$125K +2,184 New
NFG
150
Next Financial Group
Texas
$119K +$30.6K +534 +35%
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