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iShares US Financial Services ETF
IYG

218 hedge funds and large institutions have $748M invested in iShares US Financial Services ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $537K

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9.03% more ownership

Funds ownership: 167.38% → 176.41% (+9%)

3% less capital invested

Capital invested by funds: $767M → $748M (-$19.9M)

6% less funds holding

Funds holding: 232 → 218 (-14)

22% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 78

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
61
Reduced
78
Closed
28
Calls
$1.04M
Puts
$537K
Net Calls
+$508K
Net Calls Change
+$270K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$39.3M
2
SA
SAM Advisors
California
+$6.29M
3
Bank of America
Bank of America
North Carolina
+$5.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$5.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.94M
2
Wells Fargo
Wells Fargo
California
-$6.42M
3
Millennium Management
Millennium Management
New York
-$6.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.93M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
151
LeJeune Puetz Investment Counsel
Michigan
$122K +$136K +2,586 New
AWM
152
AllSquare Wealth Management
New York
$113K – – –
TWC
153
TD Waterhouse Canada
Ontario, Canada
$112K -$6.77K -129 -6%
William Blair & Company
154
William Blair & Company
Illinois
$108K +$157 +3 +0.1%
TPCW
155
TD Private Client Wealth
New York
$102K – – –
QCG
156
Quadrant Capital Group
Ohio
$90K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$80K – – –
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$64K -$27.4K -522 -28%
LDFR
159
Lehman & Derafelo Financial Resources
Pennsylvania
$61K +$157 +3 +0.2%
MWC
160
MBM Wealth Consultants
Missouri
$56K -$3.31K -63 -5%
APA
161
American Portfolios Advisors
New York
$50.8K – – –
SAM
162
Strategic Asset Management
Minnesota
$49K +$157 +3 +0.3%
S
163
SignatureFD
Georgia
$48K +$315 +6 +0.6%
CFGS
164
Concourse Financial Group Securities
Alabama
$46K – – –
SSC
165
Syverson Strege & Co
Iowa
$45K +$315 +6 +0.6%
SWM
166
Spire Wealth Management
Virginia
$45K +$42.5K +810 +600%
TFS
167
TrustCore Financial Services
Tennessee
$44K – – –
EAM
168
Erste Asset Management
Austria
$42.2K – – –
GWSG
169
GPS Wealth Strategies Group
Colorado
$32K – – –
AWMS
170
Advocacy Wealth Management Services
Georgia
$30K – – –
WCAMG
171
Woodard & Company Asset Management Group
North Carolina
$30K – – –
LWP
172
Lumature Wealth Partners
Georgia
$28K -$3.46K -66 -10%
CFB
173
Cullen/Frost Bankers
Texas
$28K – – –
PTC
174
Private Trust Company
Ohio
$27K -$2.68K -51 -8%
RA
175
Rise Advisors
New York
$23K +$157 +3 +0.6%
5 6
7
8 9

IYG Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2022, worth a combined $748M — down 2.6% from $767M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IYG and 18 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 61 added.

The largest buyer was Goldman Sachs, adding an estimated $39.3M. The largest seller was Jane Street, cutting an estimated $9.94M.

  • 218 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2022, down from 232 in Q2 2022.
  • Funds reported $748M of iShares US Financial Services ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 18 funds opened new iShares US Financial Services ETF positions in Q3 2022 and 28 closed out, a net change of -10 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2022 was Goldman Sachs, an estimated $39.3M added.
  • The largest iShares US Financial Services ETF seller in Q3 2022 was Jane Street, an estimated $9.94M sold.

Based on aggregated 13F filings for Q3 2022.