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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
176
Washington Trust Advisors
Massachusetts
$9.9K – – –
IRC
177
Investors Research Corp
Georgia
$9.74K – – –
GJIA
178
Glass Jacobson Investment Advisors
Maryland
$9.28K – – –
FRA
179
Front Row Advisors
California
$7.78K – – –
AWM
180
Abound Wealth Management
Tennessee
$7.73K -$4.33K -84 -36%
AIC
181
Archer Investment Corporation
Indiana
$7.73K – – –
IA
182
IFP Advisors
Florida
$7.73K – – –
MFT
183
Moisand Fitzgerald Tamayo
Florida
$7.58K – – –
SL
184
Salomon & Ludwin
Virginia
$7.58K +$7.58K +147 New
TWM
185
Tradition Wealth Management
Minnesota
$7K – – –
HCM
186
Hollencrest Capital Management
California
$6.5K – – –
GIA
187
Goodwin Investment Advisory
Georgia
$6.5K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$6.38K – – –
DAC
189
Dividend Assets Capital
South Carolina
$6K -$7.65K -153 -56%
HBW
190
Hazlett, Burt & Watson
West Virginia
$6K – – –
CT
191
Colonial Trust
South Carolina
$5.6K – – –
AWM
192
Avior Wealth Management
Nebraska
$5.1K – – –
VWM
193
Venturi Wealth Management
Texas
$3.4K – – –
NMG
194
New Millennium Group
Utah
$3.09K – – –
EDRH
195
Edmond de Rothschild Holding
Switzerland
$2.47K +$2.47K +48 New
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.55K – – –
KFI
197
Key Financial Inc
Pennsylvania
$928 – – –
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
– -$7.9M -150,000 Closed
KWA
199
Kingswood Wealth Advisors
California
– -$1.06M -74,088 Closed
Jane Street
200
Jane Street
New York
– -$1.85M -35,196 Closed
5 6 7
8
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