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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
RIG
2
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.5M
2
VFM
2
Valley Financial Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
5
Tower Research Capital (TRC)
New York
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
151
Matthew Hamilton Rosenberg
$49K -$151K -2,871 -76%
EAM
152
Erste Asset Management
Austria
$46.9K – – –
BFEC
153
Benjamin F. Edwards & Company
Missouri
$42K -$2.55K -48 -6%
SWM
154
Spire Wealth Management
Virginia
$38.4K +$1.11K +21 +3%
CTC
155
Central Trust Company
Missouri
$36.5K +$158 +3 +0.4%
GWSG
156
GPS Wealth Strategies Group
Colorado
$35.7K – – –
CSWM
157
Cassady Schiller Wealth Management
Ohio
$31.6K – – –
YDMI
158
Y.D. More Investments
Israel
$31.4K – – –
PTC
159
Private Trust Company
Ohio
$30K – – –
RA
160
Rise Advisors
New York
$26.6K – – –
GT
161
Glenmede Trust
Pennsylvania
$24.3K – – –
SIC
162
Salem Investment Counselors
North Carolina
$23.7K – – –
LWP
163
Lumature Wealth Partners
Georgia
$23.1K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$21K – – –
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$19K – – –
TAM
166
Tucker Asset Management
Colorado
$18.2K – – –
CAL
167
Capital Analysts LLC
Pennsylvania
$18K – – –
SWA
168
SOA Wealth Advisors
New York
$17.4K – – –
AA
169
Ancora Advisors
Ohio
$17.1K – – –
CIAS
170
Capital Investment Advisory Services
North Carolina
$17K +$158 +3 +0.9%
TSWM
171
Tyler-Stone Wealth Management
Ohio
$16K +$16K +306 New
HIA
172
Harbor Investment Advisory
Maryland
$14.2K – – –
AWM
173
Aspire Wealth Management
Massachusetts
$14.1K -$159 -3 -1%
DAC
174
Dividend Assets Capital
South Carolina
$14K +$14K +273 New
NFSG
175
Newbridge Financial Services Group
Florida
$12.8K – – –
5 6
7
8 9