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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$334K – – –
IGWM
127
ICA Group Wealth Management
Colorado
$332K -$79.1K -1,506 -19%
CG
128
Colony Group
Massachusetts
$327K +$327K +6,231 New
F
129
F3Logic
Minnesota
$320K -$39.9K -759 -11%
GBS
130
Gallagher Benefit Services
Illinois
$320K +$320K +6,087 New
COCM
131
Charter Oak Capital Management
New Hampshire
$319K – – –
IAG
132
Investmark Advisory Group
Connecticut
$312K +$1.89K +36 +0.6%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$305K +$12K +228 +4%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$305K +$26.8K +510 +10%
PTC
135
Private Trust Company
Ohio
$282K +$252K +4,794 +841%
SFI
136
SPC Financial Inc
Maryland
$275K – – –
PCM
137
Pointe Capital Management
Michigan
$274K – – –
WAM
138
WNY Asset Management
New York
$267K -$7.87K -150 -3%
DI
139
DFPG Investments
Utah
$258K +$14K +252 +6%
MMA
140
Miracle Mile Advisors
California
$258K +$258K +4,917 New
SPC
141
Sigma Planning Corp
Michigan
$255K +$630 +12 +0.2%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$251K +$12.4K +237 +5%
AF
143
Advisornet Financial
Minnesota
$250K -$174K -3,318 -41%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$250K -$92.3K -1,758 -27%
TC
145
TownSquare Capital
Utah
$243K +$243K +4,620 New
OIA
146
OneDigital Investment Advisors
Kansas
$241K – – –
PPP
147
Private Portfolio Partners
New Jersey
$239K -$5.36K -102 -2%
FANJ
148
Financial Architects (New Jersey)
New Jersey
$236K – – –
PFG
149
Pinnacle Financial Group
Illinois
$236K – – –
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$236K -$45.4K -864 -16%
4 5
6
7 8