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iShares US Financial Services ETF
IYG

Overview Fund Activity

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.4M
3
TRCT
Tower Research Capital (TRC)
New York
$4.6M
4
Millennium Management
Millennium Management
New York
$2M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.44M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
$433K
2
RIG
RiverFront Investment Group
Virginia
$66.3M
3
RJA
Raymond James & Associates
Florida
$26.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$85.4K – – –
TPCW
152
TD Private Client Wealth
New York
$85K -$24.5K -486 -22%
IA
153
IFP Advisors
Florida
$72.9K -$2.61M -58,626 -97%
BAM
154
Belpointe Asset Management
Nevada
$70.8K +$453 +9 +0.6%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$61.3K -$81.7K -1,623 -57%
S
156
SignatureFD
Georgia
$49.5K -$2.57K -51 -5%
CA
157
Centerpoint Advisors
Massachusetts
$48K +$48K +960 New
EAM
158
Erste Asset Management
Austria
$44.6K +$44.6K +897 New
BFEC
159
Benjamin F. Edwards & Company
Missouri
$42K -$156K -3,123 -79%
SWM
160
Spire Wealth Management
Virginia
$35.7K -$5.14K -102 -13%
CTC
161
Central Trust Company
Missouri
$34.8K +$34.8K +690 New
GWSG
162
GPS Wealth Strategies Group
Colorado
$34.1K +$34.1K +678 New
CSWM
163
Cassady Schiller Wealth Management
Ohio
$30.2K – – –
YDMI
164
Y.D. More Investments
Israel
$29.9K +$13.5K +270 +82%
PTC
165
Private Trust Company
Ohio
$28.7K -$241K -4,794 -89%
Bank Julius Baer & Co
166
Bank Julius Baer & Co
Switzerland
$28K +$28K +552 New
RA
167
Rise Advisors
New York
$25.3K +$151 +3 +0.6%
GT
168
Glenmede Trust
Pennsylvania
$24.3K – – –
SIC
169
Salem Investment Counselors
North Carolina
$22.6K – – –
LWP
170
Lumature Wealth Partners
Georgia
$22K – – –
TFGT
171
TS Financial Group (TSFG)
Illinois
$20K – – –
CSPIA
172
Cary Street Partners Investment Advisory
Virginia
$18.1K – – –
CAL
173
Capital Analysts LLC
Pennsylvania
$18K -$40.2K -777 -69%
TAM
174
Tucker Asset Management
Colorado
$17.4K – – –
SWA
175
SOA Wealth Advisors
New York
$16.6K +$151 +3 +0.9%
5 6
7
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