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iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$284K -$6.17K -93 -2%
CIA
127
Capital Investment Advisors
Georgia
$277K – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$272K -$27.6K -417 -9%
GCP
129
GSA Capital Partners
United Kingdom
$271K -$56.9K -859 -17%
HSA
130
HBK Sorce Advisory
Pennsylvania
$261K +$66 +1 +0%
CA
131
Cetera Advisors
Colorado
$253K +$253K +3,815 New
PCIA
132
Prime Capital Investment Advisors
Kansas
$252K -$8.95K -135 -3%
RJT
133
Raymond James Trust
Florida
$249K +$26.5K +399 +12%
CB
134
Commerce Bank
Missouri
$249K – – –
SFM
135
Signet Financial Management
New Jersey
$248K +$7.56K +114 +3%
WIA
136
Wetzel Investment Advisors
Indiana
$247K +$6.77K +108 +3%
BSW
137
Buckingham Strategic Wealth
Missouri
$243K -$14.3K -216 -6%
AC
138
Abbrea Capital
California
$233K – – –
Fisher Asset Management
139
Fisher Asset Management
Washington
$231K -$28.3K -426 -11%
Cerity Partners
140
Cerity Partners
New York
$231K +$231K +3,486 New
OIA
141
OneDigital Investment Advisors
Kansas
$229K +$229K +3,456 New
SFI
142
SPC Financial Inc
Maryland
$229K – – –
MA
143
Mutual Advisors
Nebraska
$227K +$66 +1 +0%
AIM
144
Athena Investment Management
California
$222K +$222K +3,345 New
DC
145
Davenport & Co
Virginia
$213K -$13.5K -204 -6%
SM
146
Sensible Money
Arizona
$213K +$213K +3,213 New
ADL
147
Asset Dedication LLC
California
$213K – – –
CPIG
148
Chicago Partners Investment Group
Illinois
$212K +$212K +3,269 New
RWP
149
RWA Wealth Partners
Massachusetts
$211K +$211K +3,186 New
WFL
150
Wealth Forward LLC
North Dakota
$210K +$210K +3,165 New
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