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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $767M invested in iShares US Financial Services ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-32
Holders Change %
-12.12%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
48
Reduced
98
Closed
59
Calls
$534K
Puts
$296K
Net Calls
+$238K
Net Calls Change
+$4.24M

Top Buyers

1
Millennium Management
Millennium Management
New York
$9.06M
2
Jane Street
Jane Street
New York
$10.2M
3
MFG
Merit Financial Group
Georgia
$4.89M
4
Citadel Advisors
Citadel Advisors
Florida
$4.57M
5
FTS
Fifth Third Securities
Ohio
$2.93M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$48.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.1M
5
RJA
Raymond James & Associates
Florida
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Aaron Wealth Advisors
Illinois
$286K -$51.3M -1,038,318 -99%
WAM
127
WNY Asset Management
New York
$273K +$22.2K +450 +9%
IDA
128
Intelligence Driven Advisers
California
$270K -$61.7K -1,236 -19%
T
129
TCWP
Ohio
$265K -$52.9K -1,071 -17%
CS
130
Comerica Securities
Michigan
$258K – – –
PCM
131
Pointe Capital Management
Michigan
$258K – – –
MWM
132
Meridian Wealth Management
Kentucky
$256K +$256K +5,187 New
DC
133
Davenport & Co
Virginia
$255K -$3.11M -62,868 -92%
CF
134
Centaurus Financial
California
$255K +$5.18K +105 +2%
AIA
135
Arbor Investment Advisors
North Carolina
$252K – – –
KCM
136
Karp Capital Management
California
$250K -$5.92K -120 -2%
TPWA
137
TRUE Private Wealth Advisors
Oregon
$245K – – –
TI
138
Trexquant Investment
Connecticut
$245K +$245K +4,950 New
KA
139
Kovack Advisors
Florida
$244K -$1.01M -20,433 -81%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$230K +$297 +6 +0.1%
PPP
141
Private Portfolio Partners
New Jersey
$230K +$148 +3 +0.1%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$229K +$19.3K +390 +9%
DI
143
DFPG Investments
Utah
$224K +$2.74K +54 +1%
VAG
144
VisionPoint Advisory Group
Texas
$223K -$712K -12,708 -76%
HSA
145
HBK Sorce Advisory
Pennsylvania
$223K +$223K +4,512 New
VAFP
146
Vahanian & Associates Financial Planning
New York
$222K -$74K -1,500 -25%
PFG
147
Pinnacle Financial Group
Illinois
$222K – – –
CIA
148
Capital Investment Advisors
Georgia
$220K – – –
Bank of New York Mellon
149
Bank of New York Mellon
New York
$214K -$135K -2,727 -39%
Simplex Trading
150
Simplex Trading
Illinois
$202K +$202K +4,092 New
4 5
6
7 8