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iShares US Financial Services ETF
IYG

275 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, 98 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

48% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.81M

42% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 69

14% more funds holding

Funds holding: 242 → 275 (+33)

4.15% less ownership

Funds ownership: 211.56% → 207.41% (-4.2%)

97% less capital invested

Capital invested by funds: $73.1B → $1.83B (-$71.3B)

Holders
275
Holders Change
+33
Holders Change %
+13.64%
% 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
98
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.81M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

Rank Fund Capital Flow
1
WA
WestEnd Advisors
North Carolina
+$78.3M
2
EF
Empowered Funds
Pennsylvania
+$26.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.3M
4
Morgan Stanley
Morgan Stanley
New York
+$10.2M
5
RJA
Raymond James & Associates
Florida
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$91.5M
2
AS
Altshuler Shaham
Israel
-$89.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.27M
5
FTUS
Flow Traders U.S.
New York
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$328K -$97.8K -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 +$14.1K +216 +5%
UWM
155
USAdvisors Wealth Management
Minnesota
$312K +$316K +4,842 New
FCA
156
FLC Capital Advisors
California
$309K -$10.2K -156 -3%
LGA
157
Lebenthal Global Advisors
New York
$304K – – –
WCM
158
WealthBridge Capital Management
Ohio
$296K -$5.87K -90 -2%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$290K – – –
HSA
160
HBK Sorce Advisory
Pennsylvania
$290K – – –
PFG
161
Pinnacle Financial Group
Illinois
$290K +$293K +4,500 New
MCWS
162
McKinley Carter Wealth Services
West Virginia
$287K -$5.48K -84 -2%
CIA
163
Capital Investment Advisors
Georgia
$287K -$978 -15 -0.3%
IFG
164
Independent Financial Group
California
$285K +$37.2K +570 +15%
DI
165
DFPG Investments
Utah
$285K -$1.56K -24 -0.5%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$277K -$196 -3 -0.1%
PPP
167
Private Portfolio Partners
New Jersey
$275K – – –
DE
168
Day & Ennis
Georgia
$273K -$258K -3,963 -48%
NFG
169
Next Financial Group
Texas
$270K +$136K +2,082 +99%
TC
170
TownSquare Capital
Utah
$265K +$391 +6 +0.1%
WAM
171
WNY Asset Management
New York
$259K +$391 +6 +0.1%
MHR
172
Matthew Hamilton Rosenberg
$251K -$8.8K -135 -3%
W
173
WealthOne
New York
$250K -$146K -2,235 -36%
C1AG
174
Client 1st Advisory Group
Florida
$241K -$6.65K -102 -3%
CB
175
Commerce Bank
Missouri
$241K – – –
5 6
7
8 9

IYG Hedge Fund Activity: Q4 2021 in Review

275 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2021, worth a combined $1.83B — down 97% from $73.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IYG positions and 21 closed out — a net gain of 34 holders — while 98 added to existing stakes and 69 trimmed.

The largest buyer was WestEnd Advisors, opening a new position worth an estimated $78.3M. The largest seller was RiverFront Investment Group, cutting an estimated $91.5M.

  • 275 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2021, up from 242 in Q3 2021.
  • Funds reported $1.83B of iShares US Financial Services ETF stock for Q4 2021, down 97% quarter-over-quarter.
  • 55 funds opened new iShares US Financial Services ETF positions in Q4 2021 and 21 closed out, a net change of +34 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2021 was WestEnd Advisors, an estimated $78.3M added.
  • The largest iShares US Financial Services ETF seller in Q4 2021 was RiverFront Investment Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q4 2021.