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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$6.69M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.89M
4
RIG
RiverFront Investment Group
Virginia
+$3.87M
5
Bank of America
Bank of America
North Carolina
+$2.77M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.52M
3
Jane Street
Jane Street
New York
-$2.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.23M
5
UBS Group
UBS Group
Switzerland
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBP
151
Union Bancaire Privee
Switzerland
$233K +$233K +3,000 New
BDF
152
Black Diamond Financial
Maryland
$228K – – –
OIA
153
OneDigital Investment Advisors
Kansas
$225K +$78 +1 +0%
SPC
154
Sigma Planning Corp
Michigan
$225K -$1.63K -21 -0.7%
YWS
155
Yarger Wealth Strategies
Ohio
$221K +$545 +7 +0.2%
CIA
156
Capital Investment Advisors
Georgia
$221K +$78 +1 +0%
CRC
157
Curi RMB Capital
Illinois
$217K +$217K +2,790 New
PCM
158
Pointe Capital Management
Michigan
$208K +$208K +2,676 New
PA
159
Promethium Advisors
Maryland
$205K +$205K +2,640 New
MFG
160
Magnus Financial Group
New York
$205K +$205K +2,636 New
AF
161
Advisornet Financial
Minnesota
$201K -$3.74K -48 -2%
AWM
162
AllSquare Wealth Management
New York
$187K – – –
MCM
163
MAI Capital Management
Ohio
$180K +$180K +2,310 New
FFL
164
Financial Freedom LLC
Ohio
$179K -$35.3K -454 -16%
FFA
165
Founders Financial Alliance
North Carolina
$176K +$467 +6 +0.3%
William Blair & Company
166
William Blair & Company
Illinois
$175K -$5.6K -72 -3%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$173K -$21.8K -280 -11%
ACA
168
Aptus Capital Advisors
Alabama
$170K +$128K +1,649 +308%
EWA
169
EP Wealth Advisors
California
$163K -$11.7K -150 -7%
Citigroup
170
Citigroup
New York
$161K – – –
TPCW
171
TD Private Client Wealth
New York
$160K -$1.17K -15 -0.7%
CCMW
172
Cypress Capital Management (Wyoming)
Wyoming
$139K -$1.48K -19 -1%
RIL
173
Rothschild Investment LLC
Illinois
$138K – – –
OP
174
ORG Partners
Indiana
$117K – – –
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$117K +$117K +1,500 New
5 6
7
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