IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
33
Increased
89
Reduced
81
Closed
39
Calls
$559K
Puts
$4.56M
Net Calls
-$4M
Net Calls Change
-$4.87M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$99.1M
2
Goldman Sachs
Goldman Sachs
New York
$90.8M
3
MWM
MinichMacGregor Wealth Management
New York
$17.9M
4
Bank of America
Bank of America
North Carolina
$175M
5
Jane Street
Jane Street
New York
$5.98M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$0
2
WA
WestEnd Advisors
North Carolina
$80.6B
3
EF
Empowered Funds
Pennsylvania
$0
4
Morgan Stanley
Morgan Stanley
New York
$86.5M
5
SFI
SPC Financial Inc
Maryland
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
WNY Asset Management
New York
$306K +$63.4K +1,053 +26%
CF
152
Centaurus Financial
California
$304K -$92K -1,533 -23%
GL
153
Graypoint LLC
New York
$300K +$7.56K +126 +3%
TPWA
154
TRUE Private Wealth Advisors
Oregon
$282K – – –
PPP
155
Private Portfolio Partners
New Jersey
$279K +$22.6K +375 +9%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$279K +$98K +1,632 +54%
LGA
157
Lebenthal Global Advisors
New York
$275K -$9.37K -156 -3%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$270K – – –
PFG
159
Pinnacle Financial Group
Illinois
$270K – – –
CIA
160
Capital Investment Advisors
Georgia
$268K – – –
MHR
161
Matthew Hamilton Rosenberg
$264K – – –
BFEC
162
Benjamin F. Edwards & Company
Missouri
$255K -$4.15K -69 -2%
DI
163
DFPG Investments
Utah
$251K -$6.91K -120 -3%
TC
164
TownSquare Capital
Utah
$238K -$9.54K -159 -4%
GCP
165
GSA Capital Partners
United Kingdom
$236K +$236K +3,918 New
BAM
166
Belpointe Asset Management
Nevada
$234K +$10.6K +177 +5%
HFW
167
Horizon Family Wealth
Illinois
$228K +$33.2K +552 +17%
CB
168
Commerce Bank
Missouri
$227K +$1.62K +27 +0.7%
EH
169
Equitable Holdings
New York
$225K +$25.1K +417 +13%
AA
170
AlphaMark Advisors
Kentucky
$223K -$179K -2,970 -44%
CC
171
Cypress Capital
Tennessee
$223K +$223K +3,705 New
DE
172
Day & Ennis
Georgia
$222K -$33.8K -561 -13%
PCM
173
Princeton Capital Management
New Jersey
$221K – – –
GLLW
174
Graves Light Lenhart Wealth
Virginia
$218K – – –
C1AG
175
Client 1st Advisory Group
Florida
$217K -$8.13K -135 -4%
5 6
7
8 9