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iShares US Financial Services ETF
IYG

Overview Fund Activity

264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
33
Increased
89
Reduced
81
Closed
39
Calls
$559K
Puts
$4.56M
Net Calls
-$4M
Net Calls Change
-$4.87M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$99.1M
2
Goldman Sachs
Goldman Sachs
New York
$90.8M
3
MWM
MinichMacGregor Wealth Management
New York
$17.9M
4
Bank of America
Bank of America
North Carolina
$175M
5
Jane Street
Jane Street
New York
$5.98M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$0
2
WA
WestEnd Advisors
North Carolina
$80.6B
3
EF
Empowered Funds
Pennsylvania
$0
4
Morgan Stanley
Morgan Stanley
New York
$86.5M
5
SFI
SPC Financial Inc
Maryland
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
176
McKinley Carter Wealth Services
West Virginia
$215K -$53.2K -885 -20%
AC
177
Abbrea Capital
California
$212K – – –
CA
178
Cetera Advisors
Colorado
$212K +$3.96K +66 +2%
DADC
179
D.A. Davidson & Co
Montana
$212K +$20.7K +345 +11%
CAG
180
Csenge Advisory Group
Florida
$211K – – –
TAM
181
Tocqueville Asset Management
New York
$208K – – –
SWP
182
Stratos Wealth Partners
Ohio
$208K +$8.82K +147 +4%
VFA
183
Valeo Financial Advisors
Indiana
$208K +$208K +3,465 New
M&T Bank
184
M&T Bank
New York
$207K – – –
LNC
185
Lincoln National Corp
Pennsylvania
$207K +$207K +3,450 New
AWM
186
Apollon Wealth Management
South Carolina
$203K – – –
AIM
187
Athena Investment Management
California
$200K +$200K +3,345 New
ADL
188
Asset Dedication LLC
California
$193K +$193K +3,213 New
FFA
189
Founders Financial Alliance
North Carolina
$185K +$43.2K +720 +30%
GWM
190
Geneos Wealth Management
Colorado
$173K -$22.1K -369 -11%
MCM
191
Manchester Capital Management
Vermont
$160K +$85.4K +1,425 +114%
GIA
192
Goodwin Investment Advisory
Georgia
$152K -$17.3K -288 -10%
AWM
193
AllSquare Wealth Management
New York
$145K – – –
MCC
194
Money Concepts Capital
Florida
$139K +$139K +2,307 New
William Blair & Company
195
William Blair & Company
Illinois
$138K -$1.8K -30 -1%
TWC
196
TD Waterhouse Canada
Ontario, Canada
$136K -$19K -300 -12%
LPIC
197
LeJeune Puetz Investment Counsel
Michigan
$119K -$27K -450 -18%
QCG
198
Quadrant Capital Group
Ohio
$115K – – –
S
199
SignatureFD
Georgia
$107K -$10.3K -171 -9%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$98K +$80.1K +1,338 +446%
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