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iShares US Financial Services ETF
IYG

242 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 51

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

20% more capital invested

Capital invested by funds: $60.7B → $73.1B (+$12.4B)

3% more funds holding

Funds holding: 235 → 242 (+7)

1.88% more ownership

Funds ownership: 209.68% → 211.56% (+1.9%)

1% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.29M

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
101
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
+$74.9M
2
Bank of America
Bank of America
North Carolina
+$22.1M
3
AAS
Annex Advisory Services
Wisconsin
+$17.8M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.12M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$82M
2
BCI
Brinker Capital Investments
Pennsylvania
-$9.63M
3
LGA
Lebenthal Global Advisors
New York
-$3.93M
4
JWCA
J.W. Cole Advisors
Florida
-$3.41M
5
LPL Financial
LPL Financial
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$411K +$3.01K +48 +0.7%
WS
127
Wedbush Securities
California
$408K +$6.21K +99 +2%
HI
128
Harbour Investments
Wisconsin
$389K +$16.9K +270 +5%
9WM
129
9258 Wealth Management
Ohio
$388K +$9.04K +144 +2%
RIA
130
Realta Investment Advisors
Delaware
$384K +$565 +9 +0.1%
W
131
WealthOne
New York
$384K +$565 +9 +0.1%
AF
132
Advisornet Financial
Minnesota
$375K +$372K +5,934 +12,363%
NA
133
NewEdge Advisors
Louisiana
$369K – – –
PCM
134
Pointe Capital Management
Michigan
$328K +$9.41K +150 +3%
AIA
135
Arbor Investment Advisors
North Carolina
$320K – – –
TPWA
136
TRUE Private Wealth Advisors
Oregon
$312K – – –
FCA
137
FLC Capital Advisors
California
$310K – – –
CWS
138
Cypress Wealth Services
California
$303K -$45.6K -726 -13%
LGA
139
Lebenthal Global Advisors
New York
$297K -$3.93M -62,634 -93%
WCM
140
WealthBridge Capital Management
Ohio
$294K +$294K +4,686 New
DI
141
DFPG Investments
Utah
$292K -$87.5K -1,395 -24%
GL
142
Graypoint LLC
New York
$292K +$24.5K +390 +9%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$285K -$37.5K -597 -12%
HSA
144
HBK Sorce Advisory
Pennsylvania
$283K -$5.65K -90 -2%
FANJ
145
Financial Architects (New Jersey)
New Jersey
$282K – – –
SCG
146
Sonata Capital Group
Washington
$282K +$282K +4,500 New
CIA
147
Capital Investment Advisors
Georgia
$281K – – –
BFEC
148
Benjamin F. Edwards & Company
Missouri
$271K – – –
PPP
149
Private Portfolio Partners
New Jersey
$268K -$2.82K -45 -1%
TC
150
TownSquare Capital
Utah
$258K -$103K -1,644 -29%
4 5
6
7 8

IYG Hedge Fund Activity: Q3 2021 in Review

242 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2021, worth a combined $73.1B — up 20% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYG positions and 19 closed out — a net gain of 11 holders — while 101 added to existing stakes and 51 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $74.9M. The largest seller was RiverFront Investment Group, cutting an estimated $82M.

  • 242 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $73.1B of iShares US Financial Services ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new iShares US Financial Services ETF positions in Q3 2021 and 19 closed out, a net change of +11 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2021 was Altshuler Shaham, an estimated $74.9M added.
  • The largest iShares US Financial Services ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2021.