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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% 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
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$6.69M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.89M
4
RIG
RiverFront Investment Group
Virginia
+$3.87M
5
Bank of America
Bank of America
North Carolina
+$2.77M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.52M
3
Jane Street
Jane Street
New York
-$2.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.23M
5
UBS Group
UBS Group
Switzerland
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Commerce Bank
Missouri
$308K – – –
HSA
127
HBK Sorce Advisory
Pennsylvania
$307K +$78 +1 +0%
CF
128
Centaurus Financial
California
$302K -$29.9K -384 -9%
SFM
129
Signet Financial Management
New Jersey
$295K -$3.97K -51 -1%
Corient Private Wealth
130
Corient Private Wealth
Florida
$290K +$2.57K +33 +0.9%
MA
131
Mutual Advisors
Nebraska
$282K – – –
VCM
132
Vivaldi Capital Management
Illinois
$277K +$277K +3,321 New
ICP
133
Interchange Capital Partners
Pennsylvania
$271K -$51.1K -657 -16%
LSA
134
Lion Street Advisors
Texas
$269K – – –
AIM
135
Athena Investment Management
California
$260K – – –
BCI
136
Brinker Capital Investments
Pennsylvania
$258K +$258K +3,321 New
OPS
137
Orion Portfolio Solutions
Nebraska
$258K +$258K +3,321 New
IAIM
138
International Assets Investment Management
Florida
$257K -$20M -257,527 -99%
CPIG
139
Chicago Partners Investment Group
Illinois
$256K +$156 +2 +0.1%
P
140
&Partners
Tennessee
$255K +$255K +3,258 New
ADL
141
Asset Dedication LLC
California
$250K – – –
SM
142
Sensible Money
Arizona
$250K – – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$250K – – –
PCIA
144
Prime Capital Investment Advisors
Kansas
$249K – – –
AWS
145
Atria Wealth Solutions
New York
$248K +$26.6K +342 +12%
WFL
146
Wealth Forward LLC
North Dakota
$246K – – –
MC
147
Moors & Cabot
Massachusetts
$244K +$244K +3,142 New
Citadel Advisors
148
Citadel Advisors
Florida
$241K -$2.23M -28,599 -90%
DC
149
Davenport & Co
Virginia
$234K -$1.71K -22 -0.7%
VP
150
Verum Partners
North Carolina
$233K – – –
4 5
6
7 8