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iShares US Financial Services ETF
IYG

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $600K | Put options by funds: $157K

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

1% more funds holding

Funds holding: 226 → 228 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.06% less ownership

Funds ownership: 60.98% → 60.92% (-0.06%)

4% less capital invested

Capital invested by funds: $842M → $807M (-$34.6M)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.5M
2
RJA
Raymond James & Associates
Florida
+$4.63M
3
PFA
Pinnacle Family Advisors
Missouri
+$3.02M
4
Millennium Management
Millennium Management
New York
+$2.49M
5
RIG
RiverFront Investment Group
Virginia
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$6.42M
3
Goldman Sachs
Goldman Sachs
New York
-$3.74M
4
Jane Street
Jane Street
New York
-$2.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
126
HBK Sorce Advisory
Pennsylvania
$257K – – –
SFM
127
Signet Financial Management
New Jersey
$255K +$11K +170 +5%
AP
128
Advisors Preferred
Maryland
$246K +$187K +2,885 +330%
CB
129
Commerce Bank
Missouri
$245K – – –
MA
130
Mutual Advisors
Nebraska
$241K +$4.87K +75 +2%
BSW
131
Buckingham Strategic Wealth
Missouri
$239K – – –
Cerity Partners
132
Cerity Partners
New York
$228K +$520 +8 +0.2%
CPIG
133
Chicago Partners Investment Group
Illinois
$228K +$130 +2 +0.1%
Fisher Asset Management
134
Fisher Asset Management
Washington
$227K – – –
LSA
135
Lion Street Advisors
Texas
$225K +$149K +2,297 +199%
SFI
136
SPC Financial Inc
Maryland
$225K – – –
CI
137
CX Institutional
Indiana
$223K +$222K +3,412 New
AIM
138
Athena Investment Management
California
$218K – – –
IAIM
139
International Assets Investment Management
Florida
$216K +$215K +3,307 New
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$215K +$214K +3,294 New
ADL
141
Asset Dedication LLC
California
$210K – – –
SM
142
Sensible Money
Arizona
$210K – – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$209K +$208K +3,209 New
PCIA
144
Prime Capital Investment Advisors
Kansas
$209K -$39K -600 -16%
GCP
145
GSA Capital Partners
United Kingdom
$207K -$59.9K -922 -23%
WFL
146
Wealth Forward LLC
North Dakota
$206K – – –
DC
147
Davenport & Co
Virginia
$205K -$4.68K -72 -2%
MC
148
Moors & Cabot
Massachusetts
$205K – – –
Corient Private Wealth
149
Corient Private Wealth
Florida
$203K – – –
FFL
150
Financial Freedom LLC
Ohio
$192K -$238K -3,660 -55%
4 5
6
7 8

IYG Hedge Fund Activity: Q2 2024 in Review

228 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2024, worth a combined $807M — down 4.1% from $842M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IYG positions and 17 closed out — a net gain of 6 holders — while 67 added to existing stakes and 72 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.5M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $9.95M sold.

  • 228 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2024, up from 226 in Q1 2024.
  • Funds reported $807M of iShares US Financial Services ETF stock for Q2 2024, down 4.1% quarter-over-quarter.
  • 23 funds opened new iShares US Financial Services ETF positions in Q2 2024 and 17 closed out, a net change of +6 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $10.5M added.
  • The largest iShares US Financial Services ETF seller in Q2 2024 was BNP Paribas Financial Markets, an estimated $9.95M sold.

Based on aggregated 13F filings for Q2 2024.