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iShares US Financial Services ETF
IYG

218 hedge funds and large institutions have $748M invested in iShares US Financial Services ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $537K

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9.03% more ownership

Funds ownership: 167.38% → 176.41% (+9%)

3% less capital invested

Capital invested by funds: $767M → $748M (-$19.9M)

6% less funds holding

Funds holding: 232 → 218 (-14)

22% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 78

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
61
Reduced
78
Closed
28
Calls
$1.04M
Puts
$537K
Net Calls
+$508K
Net Calls Change
+$270K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$39.3M
2
SA
SAM Advisors
California
+$6.29M
3
Bank of America
Bank of America
North Carolina
+$5.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$5.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.94M
2
Wells Fargo
Wells Fargo
California
-$6.42M
3
Millennium Management
Millennium Management
New York
-$6.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.93M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$22K -$33.4K -636 -57%
IIL
177
Insight Inv LLC
California
$21K – – –
SIC
178
Salem Investment Counselors
North Carolina
$21K – – –
HI
179
Hudock Inc
Pennsylvania
$20K – – –
TFGT
180
TS Financial Group (TSFG)
Illinois
$19K – – –
TAM
181
Tucker Asset Management
Colorado
$18.3K – – –
AWM
182
Aspire Wealth Management
Massachusetts
$17K – – –
ZIG
183
Zullo Investment Group
Pennsylvania
$17K +$1.57K +30 +9%
MCC
184
Money Concepts Capital
Florida
$16K – – –
SWA
185
SOA Wealth Advisors
New York
$15K – – –
WTA
186
Washington Trust Advisors
Massachusetts
$15K – – –
TSWM
187
Tyler-Stone Wealth Management
Ohio
$14K – – –
FIM
188
FWL Investment Management
Texas
$14K +$15.3K +291 New
HIA
189
Harbor Investment Advisory
Maryland
$13K – – –
AA
190
Ancora Advisors
Ohio
$12K – – –
UIA
191
Ulland Investment Advisors
Minnesota
$12K – – –
ACA
192
Aptus Capital Advisors
Alabama
$12K +$13.5K +258 New
AF
193
Allworth Financial
California
$11K – – –
HNB
194
Huntington National Bank
Ohio
$11K – – –
NFSG
195
Newbridge Financial Services Group
Florida
$11K +$157 +3 +1%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$10.4K +$588K +11,199 +6%
GEA
197
Glen Eagle Advisors
New Jersey
$10.2K – – –
TC
198
Trust Company
Kansas
$10K – – –
FA
199
Faithward Advisors
Pennsylvania
$10K +$2.68K +51 +31%
IRC
200
Investors Research Corp
Georgia
$9K – – –
6 7
8
9 10

IYG Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2022, worth a combined $748M — down 2.6% from $767M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IYG and 18 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 61 added.

The largest buyer was Goldman Sachs, adding an estimated $39.3M. The largest seller was Jane Street, cutting an estimated $9.94M.

  • 218 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2022, down from 232 in Q2 2022.
  • Funds reported $748M of iShares US Financial Services ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 18 funds opened new iShares US Financial Services ETF positions in Q3 2022 and 28 closed out, a net change of -10 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2022 was Goldman Sachs, an estimated $39.3M added.
  • The largest iShares US Financial Services ETF seller in Q3 2022 was Jane Street, an estimated $9.94M sold.

Based on aggregated 13F filings for Q3 2022.