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iShares US Financial Services ETF
IYG

Overview Fund Activity

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
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
126
HBK Sorce Advisory
Pennsylvania
$257K – – –
SFM
127
Signet Financial Management
New Jersey
$255K +$11.1K +170 +5%
AP
128
Advisors Preferred
Maryland
$246K +$189K +2,885 +330%
CB
129
Commerce Bank
Missouri
$245K – – –
MA
130
Mutual Advisors
Nebraska
$241K +$5.17K +75 +2%
BSW
131
Buckingham Strategic Wealth
Missouri
$239K – – –
Cerity Partners
132
Cerity Partners
New York
$228K +$522 +8 +0.2%
CPIG
133
Chicago Partners Investment Group
Illinois
$228K +$139 +2 +0.1%
Fisher Asset Management
134
Fisher Asset Management
Washington
$227K – – –
LSA
135
Lion Street Advisors
Texas
$225K +$150K +2,297 +199%
SFI
136
SPC Financial Inc
Maryland
$225K – – –
CI
137
CX Institutional
Indiana
$223K +$223K +3,412 New
AIM
138
Athena Investment Management
California
$218K – – –
IAIM
139
International Assets Investment Management
Florida
$216K +$216K +3,307 New
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$215K +$215K +3,294 New
SM
141
Sensible Money
Arizona
$210K – – –
ADL
142
Asset Dedication LLC
California
$210K – – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$209K +$209K +3,209 New
PCIA
144
Prime Capital Investment Advisors
Kansas
$209K -$39.1K -600 -16%
GCP
145
GSA Capital Partners
United Kingdom
$207K -$60.2K -922 -23%
WFL
146
Wealth Forward LLC
North Dakota
$206K – – –
DC
147
Davenport & Co
Virginia
$205K -$4.69K -72 -2%
MC
148
Moors & Cabot
Massachusetts
$205K – – –
Corient Private Wealth
149
Corient Private Wealth
Florida
$203K – – –
FFL
150
Financial Freedom LLC
Ohio
$192K -$239K -3,660 -55%
4 5
6
7 8