IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
151
Moors & Cabot
Massachusetts
$208K +$208K +3,138 New
FLII
152
First Long Island Investors
New York
$207K +$207K +3,120 New
LSA
153
Lion Street Advisors
Texas
$207K -$414K -2,308 -67%
Corient Private Wealth
154
Corient Private Wealth
Florida
$206K +$206K +3,108 New
AF
155
Advisornet Financial
Minnesota
$175K -$17.9K -270 -9%
AWM
156
AllSquare Wealth Management
New York
$160K – – –
FFA
157
Founders Financial Alliance
North Carolina
$149K -$5.3K -80 -3%
TPCW
158
TD Private Client Wealth
New York
$132K +$58.1K +877 +79%
William Blair & Company
159
William Blair & Company
Illinois
$123K +$66 +1 +0.1%
EWA
160
EP Wealth Advisors
California
$116K -$1.06K -16 -0.9%
AA
161
AlphaMark Advisors
Kentucky
$115K -$6.64K -100 -5%
IGWM
162
ICA Group Wealth Management
Colorado
$74.4K -$47.9K -723 -39%
T
163
Tidemark
California
$71.9K +$66 +1 +0.1%
S
164
SignatureFD
Georgia
$69.7K +$66 +1 +0.1%
Citigroup
165
Citigroup
New York
$67K -$333K -5,016 -83%
GI
166
GAMMA Investing
California
$61.5K – – –
KFP
167
Keener Financial Planning
Texas
$60K – – –
MHR
168
Matthew Hamilton Rosenberg
$59.3K – – –
NS
169
NBC Securities
Alabama
$58K -$2.19K -33 -4%
AP
170
Advisors Preferred
Maryland
$57.5K +$57.5K +873 New
SWM
171
Spire Wealth Management
Virginia
$48.6K +$66 +1 +0.1%
CTC
172
Central Trust Company
Missouri
$46.6K +$66 +1 +0.1%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$42K -$6.49K -98 -13%
PA
174
Parallel Advisors
California
$40.9K +$27.3K +412 +202%
HI
175
Harbour Investments
Wisconsin
$39.8K -$3.18K -48 -7%
5 6
7
8 9