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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
151
Capital Investment Advisors
Georgia
$201K +$201K +2,833 New
YWS
152
Yarger Wealth Strategies
Ohio
$201K +$201K +2,830 New
FFL
153
Financial Freedom LLC
Ohio
$196K -$13.5K -190 -6%
AF
154
Advisornet Financial
Minnesota
$187K – – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$178K -$23.8K -335 -12%
AWM
156
AllSquare Wealth Management
New York
$171K – – –
William Blair & Company
157
William Blair & Company
Illinois
$165K +$5.26K +74 +3%
FFA
158
Founders Financial Alliance
North Carolina
$161K +$355 +5 +0.2%
EWA
159
EP Wealth Advisors
California
$160K +$35.1K +494 +28%
TPCW
160
TD Private Client Wealth
New York
$147K -$3.48K -49 -2%
Citigroup
161
Citigroup
New York
$147K +$86K +1,211 +142%
CCMW
162
Cypress Capital Management (Wyoming)
Wyoming
$128K +$128K +1,800 New
RIL
163
Rothschild Investment LLC
Illinois
$126K +$107K +1,510 +572%
OP
164
ORG Partners
Indiana
$107K – – –
AA
165
AlphaMark Advisors
Kentucky
$99K – – –
GI
166
GAMMA Investing
California
$94K – – –
CA
167
CoreCap Advisors
Michigan
$91K +$91K +1,281 New
HI
168
Harbour Investments
Wisconsin
$86.7K +$52.6K +741 +154%
ATS
169
Ashton Thomas Securities
New York
$75.4K – – –
PS
170
Planned Solutions
California
$72.9K +$72.9K +1,026 New
S
171
SignatureFD
Georgia
$72.3K -$2.56K -36 -3%
MHR
172
Matthew Hamilton Rosenberg
$63.9K – – –
KFP
173
Keener Financial Planning
Texas
$63K – – –
NS
174
NBC Securities
Alabama
$62K – – –
T
175
Tidemark
California
$50.9K – – –
5 6
7
8 9