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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$34.9M
2
Bank of America
2
Bank of America
North Carolina
$174M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
RJA
4
Raymond James & Associates
Florida
$132M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$131M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$71.4B
2
RIG
2
RiverFront Investment Group
Virginia
$108M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
LGA
4
Lebenthal Global Advisors
New York
$297K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
WNY Asset Management
New York
$253K +$377 +6 +0.1%
MHR
152
Matthew Hamilton Rosenberg
$253K +$253K +4,032 New
MOS
153
MGO One Seven
Ohio
$244K +$2.4K +36 +1%
C1AG
154
Client 1st Advisory Group
Florida
$241K -$5.27K -84 -2%
CB
155
Commerce Bank
Missouri
$235K – – –
RA
156
RFG Advisory
Alabama
$232K +$232K +3,696 New
BAM
157
Belpointe Asset Management
Nevada
$231K +$4.15K +66 +2%
PCM
158
Princeton Capital Management
New Jersey
$231K +$231K +3,675 New
AC
159
Abbrea Capital
California
$230K – – –
QCM
160
Quest Capital Management
Texas
$229K -$753 -12 -0.3%
CAG
161
Csenge Advisory Group
Florida
$229K +$4.04K +63 +2%
GLLW
162
Graves Light Lenhart Wealth
Virginia
$228K – – –
TAM
163
Tocqueville Asset Management
New York
$217K +$217K +3,453 New
SIC
164
Samalin Investment Counsel
New York
$216K -$36.2K -576 -14%
GWM
165
Geneos Wealth Management
Colorado
$208K – – –
EH
166
Equitable Holdings
New York
$206K +$206K +3,291 New
SWP
167
Stratos Wealth Partners
Ohio
$204K -$12K -192 -6%
CPIG
168
Chicago Partners Investment Group
Illinois
$201K +$201K +3,012 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$188K +$70.4K +1,125 +60%
GIA
170
Goodwin Investment Advisory
Georgia
$180K – – –
LPIC
171
LeJeune Puetz Investment Counsel
Michigan
$153K – – –
AWM
172
AllSquare Wealth Management
New York
$151K – – –
EAM
173
Erste Asset Management
Austria
$147K – – –
William Blair & Company
174
William Blair & Company
Illinois
$146K +$76.3K +1,215 +109%
LDFR
175
Lehman & Derafelo Financial Resources
Pennsylvania
$137K +$188 +3 +0.1%
5 6
7
8 9