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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.9M
3
PCH
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
QFA
Quattro Financial Advisors
Texas
$425K
4
RJA
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$28.9K – – –
FGA
177
Fortis Group Advisors
New Jersey
$28.7K +$14.3K +240 +100%
SIC
178
Salem Investment Counselors
North Carolina
$26.9K – – –
TFGT
179
TS Financial Group (TSFG)
Illinois
$24K – – –
TAM
180
Tucker Asset Management
Colorado
$20.6K – – –
SWA
181
SOA Wealth Advisors
New York
$20K +$357 +6 +2%
CIAS
182
Capital Investment Advisory Services
North Carolina
$19.5K +$179 +3 +0.9%
AA
183
Ancora Advisors
Ohio
$19.4K – – –
TSWM
184
Tyler-Stone Wealth Management
Ohio
$18.3K – – –
HIA
185
Harbor Investment Advisory
Maryland
$16.1K – – –
AWM
186
Aspire Wealth Management
Massachusetts
$16.1K +$179 +3 +1%
RIL
187
Rothschild Investment LLC
Illinois
$15.8K +$15.8K +264 New
NFSG
188
Newbridge Financial Services Group
Florida
$14.7K +$179 +3 +1%
AF
189
Allworth Financial
California
$13.9K – – –
HNB
190
Huntington National Bank
Ohio
$13.4K -$11.6K – –
Bessemer Group
191
Bessemer Group
New Jersey
$13K – – –
GEA
192
Glen Eagle Advisors
New Jersey
$12.9K – – –
TC
193
Trust Company
Kansas
$12.4K – – –
PA
194
Parallel Advisors
California
$12.2K – – –
IA
195
IFP Advisors
Florida
$12K +$3.05K +51 +34%
LF
196
Lee Financial
Texas
$11.8K – – –
WTA
197
Washington Trust Advisors
Massachusetts
$11.5K – – –
IRC
198
Investors Research Corp
Georgia
$11.3K – – –
FRA
199
Front Row Advisors
California
$8.96K – – –
AIC
200
Archer Investment Corporation
Indiana
$8.96K – – –
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