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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Belpointe Asset Management
Nevada
$73.5K +$73.5K +1,398 New
CAL
177
Capital Analysts LLC
Pennsylvania
$59K +$59K +1,125 New
S
178
SignatureFD
Georgia
$54.3K +$315 +6 +0.6%
SSC
179
Syverson Strege & Co
Iowa
$50.5K +$315 +6 +0.6%
TFS
180
TrustCore Financial Services
Tennessee
$49K – – –
CFGS
181
Concourse Financial Group Securities
Alabama
$43.9K -$7.4K -141 -14%
SWM
182
Spire Wealth Management
Virginia
$43K -$7.17K -135 -14%
CSWM
183
Cassady Schiller Wealth Management
Ohio
$31.5K +$31.5K +600 New
PA
184
Parallel Advisors
California
$26.5K +$26.5K +501 New
RA
185
Rise Advisors
New York
$26.2K +$157 +3 +0.6%
GT
186
Glenmede Trust
Pennsylvania
$25.4K – – –
HWMA
187
Heritage Wealth Management (Arizona)
Arizona
$24.9K +$21.1K +402 +558%
IIL
188
Insight Inv LLC
California
$23.6K – – –
SIC
189
Salem Investment Counselors
North Carolina
$23.6K – – –
LWP
190
Lumature Wealth Partners
Georgia
$23K -$8.66K -165 -27%
TFGT
191
TS Financial Group (TSFG)
Illinois
$21K – – –
AWM
192
Aspire Wealth Management
Massachusetts
$19.6K +$314 +6 +2%
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$18.9K +$18.9K +360 New
ZIG
194
Zullo Investment Group
Pennsylvania
$18.7K -$630 -12 -3%
TAM
195
Tucker Asset Management
Colorado
$18.1K – – –
SWA
196
SOA Wealth Advisors
New York
$17.2K +$158 +3 +0.9%
YDMI
197
Y.D. More Investments
Israel
$17.2K +$17.2K +330 New
WTA
198
Washington Trust Advisors
Massachusetts
$17K – – –
CIAS
199
Capital Investment Advisory Services
North Carolina
$16.8K +$16.8K +321 New
TSWM
200
Tyler-Stone Wealth Management
Ohio
$16K – – –
6 7
8
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