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iShares US Financial Services ETF
IYG

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

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $807M → $875M (+$67.7M)

1.61% more ownership

Funds ownership: 60.92% → 62.53% (+1.6%)

1% more funds holding

Funds holding: 228 → 230 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.3%
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

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$17.7M
2
RIG
RiverFront Investment Group
Virginia
+$4.02M
3
BlackRock
BlackRock
New York
+$2.78M
4
Jane Street
Jane Street
New York
+$2.42M
5
LPL Financial
LPL Financial
California
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.49M
3
PFA
Pinnacle Family Advisors
Missouri
-$3.03M
4
Millennium Management
Millennium Management
New York
-$2.09M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
126
Commerce Bank
Missouri
$281K +$14K +204 +5%
HSA
127
HBK Sorce Advisory
Pennsylvania
$280K – – –
GCP
128
GSA Capital Partners
United Kingdom
$276K +$49.5K +720 +23%
SFM
129
Signet Financial Management
New Jersey
$273K -$4.54K -66 -2%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$271K +$262K +3,818 New
Corient Private Wealth
131
Corient Private Wealth
Florida
$263K +$40.5K +589 +19%
MA
132
Mutual Advisors
Nebraska
$260K – – –
Fisher Asset Management
133
Fisher Asset Management
Washington
$249K +$1.51K +22 +0.6%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$249K +$14.6K +213 +6%
LSA
135
Lion Street Advisors
Texas
$245K – – –
CPIG
136
Chicago Partners Investment Group
Illinois
$243K +$137 +2 +0.1%
AIM
137
Athena Investment Management
California
$238K – – –
ADL
138
Asset Dedication LLC
California
$228K – – –
SM
139
Sensible Money
Arizona
$228K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$228K – – –
PCIA
141
Prime Capital Investment Advisors
Kansas
$227K – – –
CWA
142
Capital Wealth Alliance
Arizona
$225K -$80.6K -1,173 -27%
WFL
143
Wealth Forward LLC
North Dakota
$225K – – –
RJT
144
Raymond James Trust
Florida
$218K -$80.2K -1,167 -28%
DC
145
Davenport & Co
Virginia
$215K -$8.31K -121 -4%
VP
146
Verum Partners
North Carolina
$213K +$206K +3,000 New
BDF
147
Black Diamond Financial
Maryland
$208K +$201K +2,931 New
SPC
148
Sigma Planning Corp
Michigan
$207K +$200K +2,909 New
OIA
149
OneDigital Investment Advisors
Kansas
$205K +$198K +2,887 New
AWS
150
Atria Wealth Solutions
New York
$202K +$195K +2,841 New
4 5
6
7 8

IYG Hedge Fund Activity: Q3 2024 in Review

230 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2024, worth a combined $875M — up 8.4% from $807M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYG positions and 22 closed out — a net gain of 5 holders — while 66 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $17.7M. The largest seller was Bank of America, cutting an estimated $11.9M.

  • 230 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2024, up from 228 in Q2 2024.
  • Funds reported $875M of iShares US Financial Services ETF stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 27 funds opened new iShares US Financial Services ETF positions in Q3 2024 and 22 closed out, a net change of +5 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $17.7M added.
  • The largest iShares US Financial Services ETF seller in Q3 2024 was Bank of America, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2024.