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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
Bank of America
North Carolina
$150M
5
Truist Financial
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
Marks Wealth
Maryland
$0
2
LGA
Lebenthal Global Advisors
New York
$4.16M
3
WIA
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$400K -$18.8K -306 -4%
WS
127
Wedbush Securities
California
$396K +$6.12K +99 +2%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$386K +$4.45K +72 +1%
RIA
129
Realta Investment Advisors
Delaware
$378K +$185 +3 +0%
W
130
WealthOne
New York
$378K +$138K +2,226 +57%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$374K +$140K +2,277 +60%
9WM
132
9258 Wealth Management
Ohio
$373K +$373K +6,036 New
HI
133
Harbour Investments
Wisconsin
$367K -$4.45K -72 -1%
DI
134
DFPG Investments
Utah
$366K -$4.65K -75 -1%
NA
135
NewEdge Advisors
Louisiana
$364K +$68.8K +1,113 +23%
TC
136
TownSquare Capital
Utah
$354K -$13.1K -213 -4%
CWS
137
Cypress Wealth Services
California
$343K -$55.6K -900 -14%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$317K -$272K -4,407 -46%
AIA
139
Arbor Investment Advisors
North Carolina
$315K – – –
PCM
140
Pointe Capital Management
Michigan
$313K – – –
TPWA
141
TRUE Private Wealth Advisors
Oregon
$307K -$926 -15 -0.3%
FCA
142
FLC Capital Advisors
California
$306K -$113K -1,836 -27%
HSA
143
HBK Sorce Advisory
Pennsylvania
$284K +$926 +15 +0.3%
FANJ
144
Financial Architects (New Jersey)
New Jersey
$278K – – –
CIA
145
Capital Investment Advisors
Georgia
$276K – – –
ACP
146
Aveo Capital Partners
Colorado
$276K +$276K +4,476 New
MFA
147
Mayflower Financial Advisors
Massachusetts
$270K -$599K -9,693 -69%
PPP
148
Private Portfolio Partners
New Jersey
$267K – – –
BFEC
149
Benjamin F. Edwards & Company
Missouri
$266K +$17.2K +279 +7%
GL
150
Graypoint LLC
New York
$263K +$263K +4,266 New
4 5
6
7 8