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iShares US Financial Services ETF
IYG

Overview Fund Activity

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.4M
3
TRCT
Tower Research Capital (TRC)
New York
$4.6M
4
Millennium Management
Millennium Management
New York
$2M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.44M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
$433K
2
RIG
RiverFront Investment Group
Virginia
$66.3M
3
RJA
Raymond James & Associates
Florida
$26.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$240K +$151 +3 +0.1%
OIA
127
OneDigital Investment Advisors
Kansas
$235K +$4.68K +93 +2%
FANJ
128
Financial Architects (New Jersey)
New Jersey
$226K – – –
PPP
129
Private Portfolio Partners
New Jersey
$226K -$3.02K -60 -1%
HFW
130
Horizon Family Wealth
Illinois
$225K +$5.44K +108 +2%
Cerity Partners
131
Cerity Partners
New York
$214K +$214K +4,260 New
EH
132
Equitable Holdings
New York
$214K -$4.53K -90 -2%
IGWM
133
ICA Group Wealth Management
Colorado
$213K -$105K -2,085 -33%
CIA
134
Capital Investment Advisors
Georgia
$211K – – –
Jane Street
135
Jane Street
New York
$208K -$215K -4,278 -51%
RJT
136
Raymond James Trust
Florida
$207K +$5.12K +102 +3%
MHR
137
Matthew Hamilton Rosenberg
$191K – – –
ADL
138
Asset Dedication LLC
California
$162K – – –
LPIC
139
LeJeune Puetz Investment Counsel
Michigan
$160K +$15.1K +300 +10%
CWC
140
Carolinas Wealth Consulting
North Carolina
$160K – – –
HI
141
Harbour Investments
Wisconsin
$138K -$23.1K -459 -14%
PCM
142
Pointe Capital Management
Michigan
$135K -$128K -2,550 -49%
MCM
143
Manchester Capital Management
Vermont
$134K – – –
FFA
144
Founders Financial Alliance
North Carolina
$125K -$30.2K -585 -19%
CF
145
Centaurus Financial
California
$123K -$9.02K -180 -7%
AWM
146
AllSquare Wealth Management
New York
$121K – – –
TWC
147
TD Waterhouse Canada
Ontario, Canada
$116K – – –
AA
148
AlphaMark Advisors
Kentucky
$115K – – –
QCG
149
Quadrant Capital Group
Ohio
$96K – – –
William Blair & Company
150
William Blair & Company
Illinois
$93K -$23.1K -459 -20%
4 5
6
7 8