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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.9M
3
PCH
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
QFA
Quattro Financial Advisors
Texas
$425K
4
RJA
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
151
ICA Group Wealth Management
Colorado
$110K +$110K +1,845 New
AA
152
AlphaMark Advisors
Kentucky
$109K -$714 -12 -0.7%
EWA
153
EP Wealth Advisors
California
$106K +$106K +1,767 New
OP
154
ORG Partners
Indiana
$89.6K +$89.6K +1,500 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$79.9K – – –
TPCW
156
TD Private Client Wealth
New York
$66.1K -$49.6K -831 -43%
T
157
Tidemark
California
$64.7K +$64.7K +1,083 New
S
158
SignatureFD
Georgia
$62.8K +$538 +9 +0.9%
PS
159
Planned Solutions
California
$58.7K +$58.7K +981 New
GI
160
GAMMA Investing
California
$56.4K +$56.4K +927 New
NS
161
NBC Securities
Alabama
$54K -$3.03K -51 -5%
KFP
162
Keener Financial Planning
Texas
$54K +$54K +900 New
MHR
163
Matthew Hamilton Rosenberg
$53.8K -$1.79K -30 -3%
YDMI
164
Y.D. More Investments
Israel
$44.8K +$9.24K +156 +26%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$44K -$3.61K -60 -8%
SWM
166
Spire Wealth Management
Virginia
$43.5K +$178 +3 +0.4%
Simplex Trading
167
Simplex Trading
Illinois
$43K +$43K +735 New
CTC
168
Central Trust Company
Missouri
$41.9K +$537 +9 +1%
GWSG
169
GPS Wealth Strategies Group
Colorado
$40.5K – – –
HI
170
Harbour Investments
Wisconsin
$38.7K -$64.7K -1,083 -63%
ITIM
171
Indiana Trust & Investment Management
Indiana
$36K -$12.4K -207 -26%
CSWM
172
Cassady Schiller Wealth Management
Ohio
$35.8K – – –
PTC
173
Private Trust Company
Ohio
$34.1K – – –
AAP
174
Arax Advisory Partners
Colorado
$31.4K – – –
FFA
175
Frazier Financial Advisors
Ohio
$29.2K +$29.2K +489 New
5 6
7
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