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iShares US Financial Services ETF
IYG

Overview Fund Activity

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
176
Private Trust Company
Ohio
$37.2K – – –
ACA
177
Aptus Capital Advisors
Alabama
$34.9K – – –
AAP
178
Arax Advisory Partners
Colorado
$34.2K – – –
FFA
179
Frazier Financial Advisors
Ohio
$31.9K – – –
GT
180
Glenmede Trust
Pennsylvania
$31.5K – – –
HI
181
Harbour Investments
Wisconsin
$31.3K -$7.83K -120 -20%
SIC
182
Salem Investment Counselors
North Carolina
$29.3K – – –
ATPW
183
Ashton Thomas Private Wealth
Arizona
$27.4K +$27.4K +420 New
IA
184
IFP Advisors
Florida
$26.2K +$13.1K +201 +100%
FC
185
Fairscale Capital
New Hampshire
$23.7K +$23.7K +342 New
YDMI
186
Y.D. More Investments
Israel
$22.6K -$16.2K -250 -42%
TAM
187
Tucker Asset Management
Colorado
$22.5K – – –
SWA
188
SOA Wealth Advisors
New York
$21.9K +$65 +1 +0.3%
CIAS
189
Capital Investment Advisory Services
North Carolina
$20.4K +$65 +1 +0.3%
TSWM
190
Tyler-Stone Wealth Management
Ohio
$20K – – –
BTI
191
Blue Trust Inc
Georgia
$19.1K +$19.1K +288 New
SIS
192
Sound Income Strategies
Florida
$18.2K +$18.2K +279 New
HIA
193
Harbor Investment Advisory
Maryland
$17.6K – – –
RIL
194
Rothschild Investment LLC
Illinois
$17.2K – – –
AWM
195
Aspire Wealth Management
Massachusetts
$16.5K -$65 -1 -0.4%
NFSG
196
Newbridge Financial Services Group
Florida
$16.1K – – –
AF
197
Allworth Financial
California
$15.8K – – –
AA
198
Ancora Advisors
Ohio
$15.7K -$5.48K -84 -26%
FGA
199
Fortis Group Advisors
New Jersey
$15.7K – – –
Bessemer Group
200
Bessemer Group
New Jersey
$15K – – –
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