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iShares US Financial Services ETF
IYG

Overview Fund Activity

213 hedge funds and large institutions have $915M invested in iShares US Financial Services ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
31
Increased
69
Reduced
59
Closed
21
Calls
$411K
Puts
$480K
Net Calls
-$69K
Net Calls Change
-$339K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$171M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M
3
MW
Marks Wealth
Maryland
$18.8M
4
Wells Fargo
Wells Fargo
California
$30.6M
5
RJA
Raymond James & Associates
Florida
$51.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72.2M
2
AS
Altshuler Shaham
Israel
$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.81M
4
FWCM
Ferguson Wellman Capital Management
Oregon
$9.22M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
176
Clearview Wealth Advisors
Oregon
$37K -$20.3K -354 -35%
AWMS
177
Advocacy Wealth Management Services
Georgia
$35K – – –
CFB
178
Cullen/Frost Bankers
Texas
$34K – – –
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$34K +$17K +300 +100%
HI
180
Hudock Inc
Pennsylvania
$33K +$6.8K +120 +26%
William Blair & Company
181
William Blair & Company
Illinois
$32K -$27.4K -480 -46%
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$31K -$49.5K -867 -61%
PWA
183
Phoenix Wealth Advisors
North Carolina
$31K – – –
PA
184
Parallel Advisors
California
$27K +$27K +465 New
AIC
185
Archer Investment Corporation
Indiana
$26K +$13.4K +234 +105%
FPW
186
Flagship Private Wealth
Massachusetts
$23.4K -$176 -3 -0.7%
SWA
187
SOA Wealth Advisors
New York
$18K – – –
CTB
188
Country Trust Bank
Illinois
$17K – – –
CG
189
Cutler Group
California
$17K +$17K +300 New
GT
190
Glenmede Trust
Pennsylvania
$16K +$16K +288 New
EDRH
191
Edmond de Rothschild Holding
Switzerland
$15K -$3.11M -55,908 -100%
AF
192
Allworth Financial
California
$13K – – –
TFGT
193
TS Financial Group (TSFG)
Illinois
$13K – – –
NFSG
194
Newbridge Financial Services Group
Florida
$13K – – –
GEA
195
Glen Eagle Advisors
New Jersey
$12.3K – – –
COCM
196
Charter Oak Capital Management
New Hampshire
$12K – – –
TC
197
Trust Company
Kansas
$12K – – –
BW
198
Bison Wealth
Georgia
$11K – – –
TWM
199
Tradition Wealth Management
Minnesota
$11K – – –
JCM
200
Jacobi Capital Management
Pennsylvania
$10K +$8.77K +150 +714%
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8
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