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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
3
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
4
Bank of America
North Carolina
$150M
5
Truist Financial
5
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
LGA
2
Lebenthal Global Advisors
New York
$4.16M
3
WIA
3
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$261K -$65.6K -1,062 -20%
WAM
152
WNY Asset Management
New York
$249K +$9.48K +153 +4%
SIC
153
Samalin Investment Counsel
New York
$248K – – –
C1AG
154
Client 1st Advisory Group
Florida
$242K -$390K -6,327 -62%
CB
155
Commerce Bank
Missouri
$232K – – –
AC
156
Abbrea Capital
California
$227K – – –
QCM
157
Quest Capital Management
Texas
$226K +$185 +3 +0.1%
MOS
158
MGO One Seven
Ohio
$224K +$2.22K +36 +1%
GLLW
159
Graves Light Lenhart Wealth
Virginia
$224K +$20.8K +336 +10%
BAM
160
Belpointe Asset Management
Nevada
$223K +$223K +3,606 New
CAG
161
Csenge Advisory Group
Florida
$218K +$218K +3,510 New
SWP
162
Stratos Wealth Partners
Ohio
$213K -$14.5K -234 -6%
RF
163
Rollins Financial
Georgia
$212K +$212K +3,441 New
GWM
164
Geneos Wealth Management
Colorado
$202K -$68.3K -1,101 -25%
GIA
165
Goodwin Investment Advisory
Georgia
$179K -$55.7K -897 -24%
LPIC
166
LeJeune Puetz Investment Counsel
Michigan
$150K – – –
AWM
167
AllSquare Wealth Management
New York
$149K – – –
EAM
168
Erste Asset Management
Austria
$145K – – –
LDFR
169
Lehman & Derafelo Financial Resources
Pennsylvania
$135K +$55.8K +900 +70%
NFG
170
Next Financial Group
Texas
$128K – – –
APA
171
American Portfolios Advisors
New York
$124K +$43.3K +702 +54%
WP
172
WealthShield Partners
North Carolina
$120K -$4.99K -81 -4%
QCG
173
Quadrant Capital Group
Ohio
$118K – – –
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$116K +$34.6K +561 +43%
FFA
175
Founders Financial Alliance
North Carolina
$99K +$9.31K +150 +10%
5 6
7
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