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iShares US Financial Services ETF
IYG

Overview Fund Activity

264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
33
Increased
89
Reduced
81
Closed
39
Calls
$559K
Puts
$4.56M
Net Calls
-$4M
Net Calls Change
-$4.87M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$99.1M
2
Goldman Sachs
Goldman Sachs
New York
$90.8M
3
MWM
MinichMacGregor Wealth Management
New York
$17.9M
4
Bank of America
Bank of America
North Carolina
$175M
5
Jane Street
Jane Street
New York
$5.98M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$0
2
WA
WestEnd Advisors
North Carolina
$80.6B
3
EF
Empowered Funds
Pennsylvania
$0
4
Morgan Stanley
Morgan Stanley
New York
$86.5M
5
SFI
SPC Financial Inc
Maryland
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$425K +$3.25K +54 +0.8%
AF
127
Advisornet Financial
Minnesota
$424K -$18.7K -312 -4%
TRCT
128
Tower Research Capital (TRC)
New York
$424K +$401K +6,681 +1,782%
IGWM
129
ICA Group Wealth Management
Colorado
$417K +$417K +7,497 New
9WM
130
9258 Wealth Management
Ohio
$412K +$15.3K +255 +4%
BRWA
131
B. Riley Wealth Advisors
Florida
$408K -$33.8K -561 -8%
US Bancorp
132
US Bancorp
Minnesota
$404K -$53.7K -894 -12%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$403K +$361K +6,009 +867%
OCM
134
Objective Capital Management
Ohio
$391K +$3.61K +60 +0.9%
IDA
135
Intelligence Driven Advisers
California
$387K -$46.5K -798 -11%
T
136
TCWP
Ohio
$386K -$72.9K -1,215 -16%
SPC
137
Sigma Planning Corp
Michigan
$376K -$224K -3,726 -37%
F
138
F3Logic
Minnesota
$364K -$70.6K -1,173 -16%
VAFP
139
Vahanian & Associates Financial Planning
New York
$361K -$124K -2,055 -26%
SB
140
Strategic Blueprint
Georgia
$361K -$37K -615 -9%
RIA
141
Realta Investment Advisors
Delaware
$359K -$12.3K -204 -3%
BDF
142
Black Diamond Financial
Maryland
$359K +$359K +5,976 New
WS
143
Wedbush Securities
California
$352K -$40.4K -672 -10%
IAG
144
Investmark Advisory Group
Connecticut
$350K +$1.44K +24 +0.4%
W
145
WealthOne
New York
$325K +$90.8K +1,509 +39%
PCM
146
Pointe Capital Management
Michigan
$314K – – –
CS
147
Comerica Securities
Michigan
$314K +$314K +5,220 New
DBIA
148
Dumont & Blake Investment Advisors
New Jersey
$314K +$314K +5,229 New
KCM
149
Karp Capital Management
California
$312K -$262K -4,365 -46%
AIA
150
Arbor Investment Advisors
North Carolina
$307K – – –
4 5
6
7 8