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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 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, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
Altshuler Shaham
Israel
$34.9M
2
Bank of America
Bank of America
North Carolina
$174M
3
AAS
Annex Advisory Services
Wisconsin
$115M
4
RJA
Raymond James & Associates
Florida
$132M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$131M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$71.4B
2
RIG
RiverFront Investment Group
Virginia
$108M
3
BCI
Brinker Capital Investments
Pennsylvania
$0
4
LGA
Lebenthal Global Advisors
New York
$297K
5
JWCA
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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%
W
130
WealthOne
New York
$384K +$564 +9 +0.1%
RIA
131
Realta Investment Advisors
Delaware
$384K +$564 +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 -$90.4K -1,395 -24%
GL
142
Graypoint LLC
New York
$292K +$24.5K +390 +9%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$285K -$37.4K -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%
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6
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