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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
126
Capital Investment Advisors
Georgia
$216K – – –
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$212K +$12.1K +234 +6%
HSA
128
HBK Sorce Advisory
Pennsylvania
$203K – – –
W
129
WealthOne
New York
$201K – – –
ADL
130
Asset Dedication LLC
California
$166K – – –
CWC
131
Carolinas Wealth Consulting
North Carolina
$158K – – –
AF
132
Advisornet Financial
Minnesota
$150K -$28.5K -552 -16%
MCM
133
Manchester Capital Management
Vermont
$138K – – –
AWM
134
AllSquare Wealth Management
New York
$124K – – –
FFA
135
Founders Financial Alliance
North Carolina
$119K – – –
TPCW
136
TD Private Client Wealth
New York
$99.9K -$1.24K -24 -1%
QCG
137
Quadrant Capital Group
Ohio
$98.4K – – –
William Blair & Company
138
William Blair & Company
Illinois
$95.4K – – –
AA
139
AlphaMark Advisors
Kentucky
$95K -$14.7K -285 -13%
HI
140
Harbour Investments
Wisconsin
$89.3K -$89.4K -1,734 -50%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$69K – – –
S
142
SignatureFD
Georgia
$53.7K +$2.17K +42 +4%
NS
143
NBC Securities
Alabama
$49K +$49K +960 New
MHR
144
Matthew Hamilton Rosenberg
$47.9K – – –
ITIM
145
Indiana Trust & Investment Management
Indiana
$41.8K +$41.8K +810 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$41K – – –
SWM
147
Spire Wealth Management
Virginia
$37.6K – – –
CTC
148
Central Trust Company
Missouri
$35.8K – – –
GWSG
149
GPS Wealth Strategies Group
Colorado
$34.9K – – –
CSWM
150
Cassady Schiller Wealth Management
Ohio
$30.9K – – –
4 5
6
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