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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$77.3M
2
EF
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
Morgan Stanley
New York
$115M
5
RJA
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$20.4M
2
AS
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
$6.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
126
Prospera Financial Services
Texas
$562K – – –
AG
127
Ascent Group
Virginia
$546K +$546K +8,802 New
CWM
128
Cordatus Wealth Management
Pennsylvania
$531K +$531K +8,256 New
VAG
129
VisionPoint Advisory Group
Texas
$518K +$518K +7,875 New
VAFP
130
Vahanian & Associates Financial Planning
New York
$518K +$518K +8,055 New
T
131
TCWP
Ohio
$492K +$492K +7,650 New
US Bancorp
132
US Bancorp
Minnesota
$490K -$73.7K -1,146 -13%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$490K -$18.2K -282 -4%
AAS
134
Avantax Advisory Services
Texas
$483K +$60.8K +945 +14%
PCM
135
Pennsylvania Capital Management
Pennsylvania
$481K -$289K -4,497 -38%
AF
136
Advisornet Financial
Minnesota
$474K +$89.3K +1,389 +23%
BRWA
137
B. Riley Wealth Advisors
Florida
$473K -$29.2K -453 -6%
F
138
F3Logic
Minnesota
$468K +$7.39K +114 +2%
IDA
139
Intelligence Driven Advisers
California
$462K +$16K +258 +4%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$451K +$24.1K +375 +6%
AA
141
AlphaMark Advisors
Kentucky
$430K -$40.6K -630 -9%
SB
142
Strategic Blueprint
Georgia
$426K -$280K -4,347 -40%
CF
143
Centaurus Financial
California
$425K -$166K -2,583 -28%
9WM
144
9258 Wealth Management
Ohio
$425K +$26.9K +417 +7%
WS
145
Wedbush Securities
California
$420K +$1.16K +18 +0.3%
OCM
146
Objective Capital Management
Ohio
$415K +$415K +6,441 New
FTUS
147
Flow Traders U.S.
New York
$406K -$4.63M -71,931 -92%
RIA
148
Realta Investment Advisors
Delaware
$398K +$3.28K +51 +0.8%
IAG
149
Investmark Advisory Group
Connecticut
$373K +$373K +5,808 New
PCM
150
Pointe Capital Management
Michigan
$336K – – –
4 5
6
7 8