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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$34.9M
2
Bank of America
2
Bank of America
North Carolina
$174M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
RJA
4
Raymond James & Associates
Florida
$132M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$131M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$71.4B
2
RIG
2
RiverFront Investment Group
Virginia
$108M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
LGA
4
Lebenthal Global Advisors
New York
$297K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Next Financial Group
Texas
$132K +$1.88K +30 +1%
FFA
177
Founders Financial Alliance
North Carolina
$131K +$31.3K +501 +31%
QCG
178
Quadrant Capital Group
Ohio
$120K – – –
AP
179
Advisors Preferred
Maryland
$119K -$307K -4,785 -72%
MWC
180
MBM Wealth Consultants
Missouri
$115K -$338K -5,406 -75%
APA
181
American Portfolios Advisors
New York
$112K -$13.5K -216 -11%
SAM
182
Strategic Asset Management
Minnesota
$109K +$109K +1,674 New
CFGS
183
Concourse Financial Group Securities
Alabama
$106K +$9.74K +156 +10%
Barclays
184
Barclays
United Kingdom
$104K +$104K +1,659 New
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$91K +$91K +1,446 New
MCM
186
Manchester Capital Management
Vermont
$78K – – –
HWA
187
Heritage Wealth Advisors
Virginia
$75.3K – – –
TFO
188
Tarbox Family Office
California
$72K +$72K +1,149 New
PMFA
189
Plante Moran Financial Advisors
Michigan
$69K – – –
S
190
SignatureFD
Georgia
$69K +$188 +3 +0.3%
LWP
191
Lumature Wealth Partners
Georgia
$67K -$17.3K -276 -21%
TFS
192
TrustCore Financial Services
Tennessee
$59K – – –
PCG
193
Private Capital Group
Connecticut
$59K – – –
BHWM
194
Bay Harbor Wealth Management
Maryland
$58K – – –
JCM
195
Jacobi Capital Management
Pennsylvania
$54K +$42K +675 +352%
BCV
196
Banque Cantonale Vaudoise
Switzerland
$45K +$45K +720 New
GWSG
197
GPS Wealth Strategies Group
Colorado
$43K – – –
AWMS
198
Advocacy Wealth Management Services
Georgia
$38K – – –
CFB
199
Cullen/Frost Bankers
Texas
$38K – – –
PA
200
Parallel Advisors
California
$37K +$7.74K +123 +26%
6 7
8
9 10