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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$107M
2
BlackRock
BlackRock
New York
$5.37M
3
Jane Street
Jane Street
New York
$2.5M
4
LPL Financial
LPL Financial
California
$29.5M
5
Wells Fargo
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
PFA
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
Millennium Management
New York
$566K
5
HighTower Advisors
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Commerce Bank
Missouri
$281K +$14.5K +204 +5%
HSA
127
HBK Sorce Advisory
Pennsylvania
$280K – – –
GCP
128
GSA Capital Partners
United Kingdom
$276K +$51.1K +720 +23%
SFM
129
Signet Financial Management
New Jersey
$273K -$4.69K -66 -2%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$271K +$271K +3,818 New
Corient Private Wealth
131
Corient Private Wealth
Florida
$263K +$41.8K +589 +19%
MA
132
Mutual Advisors
Nebraska
$260K – – –
Fisher Asset Management
133
Fisher Asset Management
Washington
$249K +$1.56K +22 +0.6%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$249K +$15.1K +213 +6%
LSA
135
Lion Street Advisors
Texas
$245K – – –
CPIG
136
Chicago Partners Investment Group
Illinois
$243K +$149 +2 +0.1%
AIM
137
Athena Investment Management
California
$238K – – –
SM
138
Sensible Money
Arizona
$228K – – –
ADL
139
Asset Dedication LLC
California
$228K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$228K – – –
PCIA
141
Prime Capital Investment Advisors
Kansas
$227K – – –
CWA
142
Capital Wealth Alliance
Arizona
$225K -$83.3K -1,173 -27%
WFL
143
Wealth Forward LLC
North Dakota
$225K – – –
RJT
144
Raymond James Trust
Florida
$218K -$82.9K -1,167 -28%
DC
145
Davenport & Co
Virginia
$215K -$8.59K -121 -4%
VP
146
Verum Partners
North Carolina
$213K +$213K +3,000 New
BDF
147
Black Diamond Financial
Maryland
$208K +$208K +2,931 New
SPC
148
Sigma Planning Corp
Michigan
$207K +$207K +2,909 New
OIA
149
OneDigital Investment Advisors
Kansas
$205K +$205K +2,887 New
AWS
150
Atria Wealth Solutions
New York
$202K +$202K +2,841 New
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