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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
3
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
4
Bank of America
North Carolina
$150M
5
Truist Financial
5
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
LGA
2
Lebenthal Global Advisors
New York
$4.16M
3
WIA
3
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$95K -$1.66K -27 -2%
LWP
177
Lumature Wealth Partners
Georgia
$83K -$29.3K -474 -26%
MCM
178
Manchester Capital Management
Vermont
$77K – – –
HWA
179
Heritage Wealth Advisors
Virginia
$74.1K – – –
William Blair & Company
180
William Blair & Company
Illinois
$69K +$34.1K +549 +98%
PMFA
181
Plante Moran Financial Advisors
Michigan
$68K – – –
S
182
SignatureFD
Georgia
$68K +$5K +81 +8%
IA
183
IFP Advisors
Florida
$67K -$1.29K -21 -2%
SMG
184
Spectrum Management Group
Indiana
$64K +$64K +1,044 New
TFS
185
TrustCore Financial Services
Tennessee
$58K – – –
PCG
186
Private Capital Group
Connecticut
$58K – – –
BHWM
187
Bay Harbor Wealth Management
Maryland
$57K -$2.24K -36 -4%
WIA
188
Wealthstreet Investment Advisors
Texas
$46K -$4.39M -71,619 -99%
GWSG
189
GPS Wealth Strategies Group
Colorado
$42K +$42K +678 New
AWMS
190
Advocacy Wealth Management Services
Georgia
$37K – – –
CFB
191
Cullen/Frost Bankers
Texas
$37K – – –
HI
192
Hudock Inc
Pennsylvania
$34K -$1.09K -18 -3%
PWA
193
Phoenix Wealth Advisors
North Carolina
$33K – – –
AIC
194
Archer Investment Corporation
Indiana
$29.1K +$926 +15 +3%
PA
195
Parallel Advisors
California
$29K – – –
TAM
196
Tucker Asset Management
Colorado
$28.5K -$33.3K -540 -54%
AA
197
Ancora Advisors
Ohio
$28K -$12.9K -207 -32%
CAAS
198
Capital Asset Advisory Services
Michigan
$27K +$27K +435 New
FPW
199
Flagship Private Wealth
Massachusetts
$24.7K – – –
PWP
200
Personal Wealth Partners
Minnesota
$21K +$21K +333 New
6 7
8
9 10