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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$77.3M
2
EF
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
Morgan Stanley
New York
$115M
5
RJA
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$20.4M
2
AS
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
$6.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
176
Princeton Capital Management
New Jersey
$237K – – –
QCM
177
Quest Capital Management
Texas
$235K +$193 +3 +0.1%
CWS
178
Cypress Wealth Services
California
$233K -$77.3K -1,203 -25%
MOS
179
MGO One Seven
Ohio
$233K -$2.51K -39 -1%
GLLW
180
Graves Light Lenhart Wealth
Virginia
$233K – – –
AC
181
Abbrea Capital
California
$227K -$9.68K -150 -4%
1CM
182
1492 Capital Management
Wisconsin
$227K +$227K +3,525 New
CA
183
Cetera Advisors
Colorado
$223K +$223K +3,468 New
TAM
184
Tocqueville Asset Management
New York
$222K – – –
M&T Bank
185
M&T Bank
New York
$221K +$221K +3,441 New
CAG
186
Csenge Advisory Group
Florida
$218K -$3.91K -63 -2%
AWM
187
Apollon Wealth Management
South Carolina
$217K +$217K +3,375 New
EH
188
Equitable Holdings
New York
$214K +$2.13K +33 +1%
SWP
189
Stratos Wealth Partners
Ohio
$214K +$4.25K +66 +2%
SIC
190
Samalin Investment Counsel
New York
$213K -$8.9K -138 -4%
CPIG
191
Chicago Partners Investment Group
Illinois
$211K +$15.4K +237 +8%
GWM
192
Geneos Wealth Management
Colorado
$209K – – –
HFW
193
Horizon Family Wealth
Illinois
$208K +$208K +3,237 New
HI
194
Harbour Investments
Wisconsin
$206K -$194K -3,006 -48%
DADC
195
D.A. Davidson & Co
Montana
$205K +$205K +3,186 New
FLII
196
First Long Island Investors
New York
$201K +$201K +3,120 New
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$194K +$579 +9 +0.3%
GIA
198
Goodwin Investment Advisory
Georgia
$181K -$3.85K -60 -2%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$172K +$172K +2,448 New
LPIC
200
LeJeune Puetz Investment Counsel
Michigan
$157K – – –
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