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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $767M invested in iShares US Financial Services ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-32
Holders Change %
-12.12%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
48
Reduced
98
Closed
59
Calls
$534K
Puts
$296K
Net Calls
+$238K
Net Calls Change
+$4.24M

Top Buyers

1
Millennium Management
Millennium Management
New York
$9.06M
2
Jane Street
Jane Street
New York
$10.2M
3
MFG
Merit Financial Group
Georgia
$4.89M
4
Citadel Advisors
Citadel Advisors
Florida
$4.57M
5
FTS
Fifth Third Securities
Ohio
$2.93M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$48.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.1M
5
RJA
Raymond James & Associates
Florida
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
151
Matthew Hamilton Rosenberg
$195K – – –
AA
152
AlphaMark Advisors
Kentucky
$183K – – –
GLLW
153
Graves Light Lenhart Wealth
Virginia
$179K – – –
HI
154
Harbour Investments
Wisconsin
$157K +$157K +3,180 New
GWM
155
Geneos Wealth Management
Colorado
$144K – – –
MCM
156
Manchester Capital Management
Vermont
$132K – – –
TWC
157
TD Waterhouse Canada
Ontario, Canada
$120K +$6.82K +129 +6%
AWM
158
AllSquare Wealth Management
New York
$119K – – –
William Blair & Company
159
William Blair & Company
Illinois
$114K +$149 +3 +0.1%
TPCW
160
TD Private Client Wealth
New York
$107K +$32.2K +651 +43%
QCG
161
Quadrant Capital Group
Ohio
$94K – – –
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$93K -$239K -4,824 -72%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$84K +$2.97K +60 +4%
FFA
164
Founders Financial Alliance
North Carolina
$73K -$79.2K -1,605 -52%
LDFR
165
Lehman & Derafelo Financial Resources
Pennsylvania
$63K +$63K +1,284 New
MWC
166
MBM Wealth Consultants
Missouri
$60K -$3.98K -81 -6%
HWA
167
Heritage Wealth Advisors
Virginia
$59K – – –
GT
168
Glenmede Trust
Pennsylvania
$55K – – –
APA
169
American Portfolios Advisors
New York
$53.4K – – –
SAM
170
Strategic Asset Management
Minnesota
$52K – – –
S
171
SignatureFD
Georgia
$51K -$37.7K -756 -42%
CFGS
172
Concourse Financial Group Securities
Alabama
$48K +$1.62K +33 +3%
PCG
173
Private Capital Group
Connecticut
$47K – – –
SSC
174
Syverson Strege & Co
Iowa
$47K +$297 +6 +0.6%
TFS
175
TrustCore Financial Services
Tennessee
$46K – – –
5 6
7
8 9