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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$71M
2
RIG
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$61.5M
2
VFM
Valley Financial Management
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
Tower Research Capital (TRC)
New York
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Abound Wealth Management
Tennessee
$12.3K +$4.43K +84 +56%
AF
177
Allworth Financial
California
$12.2K – – –
HNB
178
Huntington National Bank
Ohio
$11.8K -$11.3K – –
GEA
179
Glen Eagle Advisors
New Jersey
$11.4K – – –
TC
180
Trust Company
Kansas
$10.9K – – –
PA
181
Parallel Advisors
California
$10.7K +$10.7K +204 New
LF
182
Lee Financial
Texas
$10.4K – – –
WTA
183
Washington Trust Advisors
Massachusetts
$10.1K – – –
IRC
184
Investors Research Corp
Georgia
$9.95K – – –
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$9.48K +$9.48K +180 New
FRA
186
Front Row Advisors
California
$8K – – –
IA
187
IFP Advisors
Florida
$7.9K -$78.4K -1,488 -91%
AIC
188
Archer Investment Corporation
Indiana
$7.9K – – –
MFT
189
Moisand Fitzgerald Tamayo
Florida
$7.74K – – –
HBW
190
Hazlett, Burt & Watson
West Virginia
$7K – – –
TWM
191
Tradition Wealth Management
Minnesota
$7K – – –
HCM
192
Hollencrest Capital Management
California
$6.64K – – –
GIA
193
Goodwin Investment Advisory
Georgia
$6.64K – – –
CFGS
194
Concourse Financial Group Securities
Alabama
$6.48K – – –
CAS
195
Coppell Advisory Solutions
Texas
$5.65K +$5.65K +108 New
CT
196
Colonial Trust
South Carolina
$5.49K – – –
AWM
197
Avior Wealth Management
Nebraska
$5.21K – – –
TFP
198
Tilia Fiduciary Partners
North Carolina
$3.79K – – –
VWM
199
Venturi Wealth Management
Texas
$3.48K – – –
NMG
200
New Millennium Group
Utah
$3.16K – – –
5 6 7
8
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