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iShares US Financial Services ETF
IYG

242 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, 101 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 51

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

20% more capital invested

Capital invested by funds: $60.7B → $73.1B (+$12.4B)

3% more funds holding

Funds holding: 235 → 242 (+7)

1.88% more ownership

Funds ownership: 209.68% → 211.56% (+1.9%)

1% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.29M

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
101
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
+$74.9M
2
Bank of America
Bank of America
North Carolina
+$22.1M
3
AAS
Annex Advisory Services
Wisconsin
+$17.8M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.12M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$82M
2
BCI
Brinker Capital Investments
Pennsylvania
-$9.63M
3
LGA
Lebenthal Global Advisors
New York
-$3.93M
4
JWCA
J.W. Cole Advisors
Florida
-$3.41M
5
LPL Financial
LPL Financial
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$2.26K +36 +1%
IFG
154
Independent Financial Group
California
$242K +$5.65K +90 +2%
C1AG
155
Client 1st Advisory Group
Florida
$241K -$5.27K -84 -2%
CB
156
Commerce Bank
Missouri
$235K – – –
RA
157
RFG Advisory
Alabama
$232K +$232K +3,696 New
BAM
158
Belpointe Asset Management
Nevada
$231K +$4.14K +66 +2%
PCM
159
Princeton Capital Management
New Jersey
$231K +$231K +3,675 New
AC
160
Abbrea Capital
California
$230K – – –
QCM
161
Quest Capital Management
Texas
$229K -$753 -12 -0.3%
CAG
162
Csenge Advisory Group
Florida
$229K +$3.95K +63 +2%
GLLW
163
Graves Light Lenhart Wealth
Virginia
$228K – – –
TAM
164
Tocqueville Asset Management
New York
$217K +$217K +3,453 New
SIC
165
Samalin Investment Counsel
New York
$216K -$36.1K -576 -14%
GWM
166
Geneos Wealth Management
Colorado
$208K – – –
EH
167
Equitable Holdings
New York
$206K +$207K +3,291 New
SWP
168
Stratos Wealth Partners
Ohio
$204K -$12K -192 -6%
CPIG
169
Chicago Partners Investment Group
Illinois
$201K +$189K +3,012 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$188K +$70.6K +1,125 +60%
GIA
171
Goodwin Investment Advisory
Georgia
$180K – – –
LPIC
172
LeJeune Puetz Investment Counsel
Michigan
$153K – – –
AWM
173
AllSquare Wealth Management
New York
$151K – – –
EAM
174
Erste Asset Management
Austria
$147K – – –
William Blair & Company
175
William Blair & Company
Illinois
$146K +$76.2K +1,215 +109%
5 6
7
8 9

IYG Hedge Fund Activity: Q3 2021 in Review

242 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2021, worth a combined $73.1B — up 20% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYG positions and 19 closed out — a net gain of 11 holders — while 101 added to existing stakes and 51 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $74.9M. The largest seller was RiverFront Investment Group, cutting an estimated $82M.

  • 242 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $73.1B of iShares US Financial Services ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new iShares US Financial Services ETF positions in Q3 2021 and 19 closed out, a net change of +11 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2021 was Altshuler Shaham, an estimated $74.9M added.
  • The largest iShares US Financial Services ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2021.