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iShares US Financial Services ETF
IYG

242 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, 101 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 51

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

20% more capital invested

Capital invested by funds: $60.7B → $73.1B (+$12.4B)

3% more funds holding

Funds holding: 235 → 242 (+7)

1.88% more ownership

Funds ownership: 209.68% → 211.56% (+1.9%)

1% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.29M

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
101
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
+$74.9M
2
Bank of America
Bank of America
North Carolina
+$22.1M
3
AAS
Annex Advisory Services
Wisconsin
+$17.8M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.12M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$82M
2
BCI
Brinker Capital Investments
Pennsylvania
-$9.63M
3
LGA
Lebenthal Global Advisors
New York
-$3.93M
4
JWCA
J.W. Cole Advisors
Florida
-$3.41M
5
LPL Financial
LPL Financial
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
176
Lehman & Derafelo Financial Resources
Pennsylvania
$137K +$188 +3 +0.1%
NFG
177
Next Financial Group
Texas
$132K +$1.88K +30 +1%
FFA
178
Founders Financial Alliance
North Carolina
$131K +$31.4K +501 +31%
QCG
179
Quadrant Capital Group
Ohio
$120K – – –
AP
180
Advisors Preferred
Maryland
$119K -$300K -4,785 -72%
MWC
181
MBM Wealth Consultants
Missouri
$115K -$339K -5,406 -75%
APA
182
American Portfolios Advisors
New York
$112K -$13.6K -216 -11%
SAM
183
Strategic Asset Management
Minnesota
$109K +$105K +1,674 New
CFGS
184
Concourse Financial Group Securities
Alabama
$106K +$9.79K +156 +10%
Barclays
185
Barclays
United Kingdom
$104K +$104K +1,659 New
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$91K +$90.7K +1,446 New
MCM
187
Manchester Capital Management
Vermont
$78K – – –
HWA
188
Heritage Wealth Advisors
Virginia
$75.3K – – –
TFO
189
Tarbox Family Office
California
$72K +$72.1K +1,149 New
PMFA
190
Plante Moran Financial Advisors
Michigan
$69K – – –
S
191
SignatureFD
Georgia
$69K +$188 +3 +0.3%
LWP
192
Lumature Wealth Partners
Georgia
$67K -$17.3K -276 -21%
PCG
193
Private Capital Group
Connecticut
$59K – – –
TFS
194
TrustCore Financial Services
Tennessee
$59K – – –
BHWM
195
Bay Harbor Wealth Management
Maryland
$58K – – –
JCM
196
Jacobi Capital Management
Pennsylvania
$54K +$42.4K +675 +352%
BCV
197
Banque Cantonale Vaudoise
Switzerland
$45K +$45.2K +720 New
GWSG
198
GPS Wealth Strategies Group
Colorado
$43K – – –
AWMS
199
Advocacy Wealth Management Services
Georgia
$38K – – –
CFB
200
Cullen/Frost Bankers
Texas
$38K – – –
6 7
8
9 10

IYG Hedge Fund Activity: Q3 2021 in Review

242 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2021, worth a combined $73.1B — up 20% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYG positions and 19 closed out — a net gain of 11 holders — while 101 added to existing stakes and 51 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $74.9M. The largest seller was RiverFront Investment Group, cutting an estimated $82M.

  • 242 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $73.1B of iShares US Financial Services ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new iShares US Financial Services ETF positions in Q3 2021 and 19 closed out, a net change of +11 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2021 was Altshuler Shaham, an estimated $74.9M added.
  • The largest iShares US Financial Services ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2021.