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iShares US Financial Services ETF
IYG

Overview Fund Activity

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$185K -$83K -1,273 -31%
AF
152
Advisornet Financial
Minnesota
$172K – – –
AWM
153
AllSquare Wealth Management
New York
$157K – – –
FFA
154
Founders Financial Alliance
North Carolina
$147K +$391 +6 +0.3%
William Blair & Company
155
William Blair & Company
Illinois
$147K +$25.8K +395 +21%
TPCW
156
TD Private Client Wealth
New York
$138K +$9K +138 +7%
EWA
157
EP Wealth Advisors
California
$114K +$130 +2 +0.1%
OP
158
ORG Partners
Indiana
$98.1K +$98.1K +1,500 New
AA
159
AlphaMark Advisors
Kentucky
$91K -$22.6K -345 -20%
GI
160
GAMMA Investing
California
$86.3K +$25.8K +396 +43%
ATS
161
Ashton Thomas Securities
New York
$70.3K +$70.3K +1,062 New
S
162
SignatureFD
Georgia
$68.7K +$196 +3 +0.3%
MHR
163
Matthew Hamilton Rosenberg
$58.9K – – –
TRCT
164
Tower Research Capital (TRC)
New York
$58.1K -$642K -9,845 -92%
KFP
165
Keener Financial Planning
Texas
$58K – – –
NS
166
NBC Securities
Alabama
$57K – – –
Citigroup
167
Citigroup
New York
$55.8K -$10.2K -156 -15%
SWM
168
Spire Wealth Management
Virginia
$47.8K – – –
T
169
Tidemark
California
$46.8K -$23.9K -367 -34%
CTC
170
Central Trust Company
Missouri
$46K +$130 +2 +0.3%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$41K – – –
PA
172
Parallel Advisors
California
$40.3K +$130 +2 +0.3%
MG
173
Mather Group
Illinois
$40.2K +$26.8K +404 +200%
CSWM
174
Cassady Schiller Wealth Management
Ohio
$39.1K – – –
CWC
175
Carolinas Wealth Consulting
North Carolina
$39.1K +$30.3K +465 +344%
5 6
7
8 9