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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFW
151
Horizon Family Wealth
Illinois
$229K +$229K +4,368 New
EH
152
Equitable Holdings
New York
$228K +$228K +4,347 New
CIA
153
Capital Investment Advisors
Georgia
$220K +$220K +4,197 New
RJT
154
Raymond James Trust
Florida
$211K -$111K -2,121 -35%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$208K -$787 -15 -0.4%
DC
156
Davenport & Co
Virginia
$208K +$208K +3,972 New
W
157
WealthOne
New York
$204K +$204K +3,891 New
MHR
158
Matthew Hamilton Rosenberg
$200K -$5.04K -96 -2%
ADL
159
Asset Dedication LLC
California
$169K -$5.52K -105 -3%
HI
160
Harbour Investments
Wisconsin
$168K +$1.42K +27 +0.8%
CS
161
Comerica Securities
Michigan
$168K -$106K -2,028 -39%
CWC
162
Carolinas Wealth Consulting
North Carolina
$167K +$167K +3,180 New
FFA
163
Founders Financial Alliance
North Carolina
$158K +$1.1K +21 +0.7%
LPIC
164
LeJeune Puetz Investment Counsel
Michigan
$152K +$15.8K +300 +12%
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$149K +$78K +1,485 +110%
MCC
166
Money Concepts Capital
Florida
$146K +$128K +2,445 +709%
MCM
167
Manchester Capital Management
Vermont
$140K – – –
CF
168
Centaurus Financial
California
$138K -$145K -2,760 -51%
AWM
169
AllSquare Wealth Management
New York
$126K – – –
TWC
170
TD Waterhouse Canada
Ontario, Canada
$122K – – –
William Blair & Company
171
William Blair & Company
Illinois
$121K +$157 +3 +0.1%
AA
172
AlphaMark Advisors
Kentucky
$120K -$35.5K -675 -23%
TPCW
173
TD Private Client Wealth
New York
$114K – – –
QCG
174
Quadrant Capital Group
Ohio
$100K – – –
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$89.2K – – –
5 6
7
8 9