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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
YDMI
151
Y.D. More Investments
Israel
$30.6K – – –
PTC
152
Private Trust Company
Ohio
$29.4K – – –
AAP
153
Arax Advisory Partners
Colorado
$27.1K +$27.1K +525 New
RA
154
Rise Advisors
New York
$26K – – –
GT
155
Glenmede Trust
Pennsylvania
$24.9K – – –
SIC
156
Salem Investment Counselors
North Carolina
$23.3K – – –
TFGT
157
TS Financial Group (TSFG)
Illinois
$21K – – –
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$18.6K – – –
TAM
159
Tucker Asset Management
Colorado
$17.8K – – –
SWA
160
SOA Wealth Advisors
New York
$17.1K – – –
AA
161
Ancora Advisors
Ohio
$16.7K – – –
CIAS
162
Capital Investment Advisory Services
North Carolina
$16.7K – – –
TSWM
163
Tyler-Stone Wealth Management
Ohio
$16K – – –
FIA
164
FNY Investment Advisers
New York
$15K +$15K +300 New
HIA
165
Harbor Investment Advisory
Maryland
$13.9K – – –
AWM
166
Aspire Wealth Management
Massachusetts
$13.7K – – –
NFSG
167
Newbridge Financial Services Group
Florida
$12.5K – – –
FGA
168
Fortis Group Advisors
New Jersey
$12.4K +$12.4K +240 New
Bessemer Group
169
Bessemer Group
New Jersey
$12K +$12K +225 New
AF
170
Allworth Financial
California
$12K – – –
HNB
171
Huntington National Bank
Ohio
$11.6K -$11.8K – –
GEA
172
Glen Eagle Advisors
New Jersey
$11.1K – – –
TC
173
Trust Company
Kansas
$10.7K – – –
PA
174
Parallel Advisors
California
$10.5K – – –
LF
175
Lee Financial
Texas
$10.2K – – –
5 6
7
8 9