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iShares US Financial Services ETF
IYG

275 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, 98 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

48% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.81M

42% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 69

14% more funds holding

Funds holding: 242 → 275 (+33)

4.15% less ownership

Funds ownership: 211.56% → 207.41% (-4.2%)

97% less capital invested

Capital invested by funds: $73.1B → $1.83B (-$71.3B)

Holders
275
Holders Change
+33
Holders Change %
+13.64%
% 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
98
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.81M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

Rank Fund Capital Flow
1
WA
WestEnd Advisors
North Carolina
+$78.3M
2
EF
Empowered Funds
Pennsylvania
+$26.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.3M
4
Morgan Stanley
Morgan Stanley
New York
+$10.2M
5
RJA
Raymond James & Associates
Florida
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$91.5M
2
AS
Altshuler Shaham
Israel
-$89.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.27M
5
FTUS
Flow Traders U.S.
New York
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$239K +$2.74K +42 +1%
PCM
177
Princeton Capital Management
New Jersey
$237K – – –
QCM
178
Quest Capital Management
Texas
$235K +$196 +3 +0.1%
CWS
179
Cypress Wealth Services
California
$233K -$78.4K -1,203 -25%
MOS
180
MGO One Seven
Ohio
$233K -$2.54K -39 -1%
GLLW
181
Graves Light Lenhart Wealth
Virginia
$233K – – –
AC
182
Abbrea Capital
California
$227K -$9.78K -150 -4%
1CM
183
1492 Capital Management
Wisconsin
$227K +$230K +3,525 New
CA
184
Cetera Advisors
Colorado
$223K +$226K +3,468 New
TAM
185
Tocqueville Asset Management
New York
$222K – – –
M&T Bank
186
M&T Bank
New York
$221K +$224K +3,441 New
CAG
187
Csenge Advisory Group
Florida
$218K -$4.11K -63 -2%
AWM
188
Apollon Wealth Management
South Carolina
$217K +$220K +3,375 New
EH
189
Equitable Holdings
New York
$214K +$2.15K +33 +1%
SWP
190
Stratos Wealth Partners
Ohio
$214K +$4.3K +66 +2%
SIC
191
Samalin Investment Counsel
New York
$213K -$9K -138 -4%
CPIG
192
Chicago Partners Investment Group
Illinois
$211K +$15.4K +237 +8%
GWM
193
Geneos Wealth Management
Colorado
$209K – – –
HFW
194
Horizon Family Wealth
Illinois
$208K +$211K +3,237 New
HI
195
Harbour Investments
Wisconsin
$206K -$196K -3,006 -48%
DADC
196
D.A. Davidson & Co
Montana
$205K +$208K +3,186 New
FLII
197
First Long Island Investors
New York
$201K +$203K +3,120 New
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$194K +$587 +9 +0.3%
GIA
199
Goodwin Investment Advisory
Georgia
$181K -$3.91K -60 -2%
TWC
200
TD Waterhouse Canada
Ontario, Canada
$172K +$160K +2,448 New
6 7
8
9 10

IYG Hedge Fund Activity: Q4 2021 in Review

275 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2021, worth a combined $1.83B — down 97% from $73.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IYG positions and 21 closed out — a net gain of 34 holders — while 98 added to existing stakes and 69 trimmed.

The largest buyer was WestEnd Advisors, opening a new position worth an estimated $78.3M. The largest seller was RiverFront Investment Group, cutting an estimated $91.5M.

  • 275 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2021, up from 242 in Q3 2021.
  • Funds reported $1.83B of iShares US Financial Services ETF stock for Q4 2021, down 97% quarter-over-quarter.
  • 55 funds opened new iShares US Financial Services ETF positions in Q4 2021 and 21 closed out, a net change of +34 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2021 was WestEnd Advisors, an estimated $78.3M added.
  • The largest iShares US Financial Services ETF seller in Q4 2021 was RiverFront Investment Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q4 2021.