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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$77.3M
2
EF
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
Morgan Stanley
New York
$115M
5
RJA
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$20.4M
2
AS
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
$6.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
151
Renaissance Technologies
New York
$328K -$96.5K -1,500 -23%
AIA
152
Arbor Investment Advisors
North Carolina
$328K – – –
TPWA
153
TRUE Private Wealth Advisors
Oregon
$320K – – –
GL
154
Graypoint LLC
New York
$314K +$13.9K +216 +5%
UWM
155
USAdvisors Wealth Management
Minnesota
$312K +$312K +4,842 New
FCA
156
FLC Capital Advisors
California
$309K -$10.1K -156 -3%
LGA
157
Lebenthal Global Advisors
New York
$304K – – –
WCM
158
WealthBridge Capital Management
Ohio
$296K -$5.8K -90 -2%
HSA
159
HBK Sorce Advisory
Pennsylvania
$290K – – –
FANJ
160
Financial Architects (New Jersey)
New Jersey
$290K – – –
PFG
161
Pinnacle Financial Group
Illinois
$290K +$290K +4,500 New
MCWS
162
McKinley Carter Wealth Services
West Virginia
$287K -$5.4K -84 -2%
CIA
163
Capital Investment Advisors
Georgia
$287K -$966 -15 -0.3%
DI
164
DFPG Investments
Utah
$285K -$1.53K -24 -0.5%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$277K -$193 -3 -0.1%
PPP
166
Private Portfolio Partners
New Jersey
$275K – – –
DE
167
Day & Ennis
Georgia
$273K -$255K -3,963 -48%
NFG
168
Next Financial Group
Texas
$270K +$134K +2,082 +99%
TC
169
TownSquare Capital
Utah
$265K +$385 +6 +0.1%
WAM
170
WNY Asset Management
New York
$259K +$386 +6 +0.1%
MHR
171
Matthew Hamilton Rosenberg
$251K -$8.7K -135 -3%
W
172
WealthOne
New York
$250K -$144K -2,235 -36%
C1AG
173
Client 1st Advisory Group
Florida
$241K -$6.58K -102 -3%
CB
174
Commerce Bank
Missouri
$241K – – –
BAM
175
Belpointe Asset Management
Nevada
$239K +$2.7K +42 +1%
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7
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