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iShares US Financial Services ETF
IYG

Overview Fund Activity

213 hedge funds and large institutions have $915M invested in iShares US Financial Services ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
31
Increased
69
Reduced
59
Closed
21
Calls
$411K
Puts
$480K
Net Calls
-$69K
Net Calls Change
-$339K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$171M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M
3
MW
Marks Wealth
Maryland
$18.8M
4
Wells Fargo
Wells Fargo
California
$30.6M
5
RJA
Raymond James & Associates
Florida
$51.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72.2M
2
AS
Altshuler Shaham
Israel
$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.81M
4
FWCM
Ferguson Wellman Capital Management
Oregon
$9.22M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
151
WealthShield Partners
North Carolina
$116K +$116K +2,031 New
CFA
152
Carroll Financial Associates
North Carolina
$111K – – –
QCG
153
Quadrant Capital Group
Ohio
$109K – – –
ED
154
Exane Derivatives
France
$106K – – –
LWP
155
Lumature Wealth Partners
Georgia
$104K -$113K -1,980 -52%
CFGS
156
Concourse Financial Group Securities
Alabama
$89K – – –
APC
157
Aspire Private Capital
North Carolina
$87K -$34K -597 -28%
FFA
158
Founders Financial Alliance
North Carolina
$83K +$1.72K +30 +2%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$75K – – –
APA
160
American Portfolios Advisors
New York
$74.5K +$20K +351 +37%
LDFR
161
Lehman & Derafelo Financial Resources
Pennsylvania
$73K +$53.6K +939 +277%
MCM
162
Manchester Capital Management
Vermont
$71K – – –
HWA
163
Heritage Wealth Advisors
Virginia
$68.5K – – –
IA
164
IFP Advisors
Florida
$64K -$155K -2,709 -71%
PMFA
165
Plante Moran Financial Advisors
Michigan
$63K – – –
S
166
SignatureFD
Georgia
$58K +$2.9K +51 +5%
TAM
167
Tucker Asset Management
Colorado
$57.2K -$4.62K -81 -7%
BHWM
168
Bay Harbor Wealth Management
Maryland
$54K -$39.9K -705 -42%
PCG
169
Private Capital Group
Connecticut
$54K – – –
TFS
170
TrustCore Financial Services
Tennessee
$53K – – –
IAIM
171
International Assets Investment Management
Florida
$50K – – –
VFA
172
Valeo Financial Advisors
Indiana
$44K – – –
ACM
173
Allred Capital Management
Texas
$43.2K +$43.2K +756 New
HWMA
174
Heritage Wealth Management (Arizona)
Arizona
$41K +$41K +723 New
AA
175
Ancora Advisors
Ohio
$38K +$27.4K +474 +259%
5 6
7
8 9