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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$50.3K +$213 +3 +0.4%
PA
177
Parallel Advisors
California
$44K +$71 +1 +0.2%
CWC
178
Carolinas Wealth Consulting
North Carolina
$42.6K – – –
CSWM
179
Cassady Schiller Wealth Management
Ohio
$42.6K – – –
PTC
180
Private Trust Company
Ohio
$40.5K – – –
MG
181
Mather Group
Illinois
$38.6K -$4.47K -63 -10%
ACA
182
Aptus Capital Advisors
Alabama
$38K – – –
TSMHT
183
Thurston Springer Miller Herd & Titak
Indiana
$37.9K +$37.9K +534 New
AAP
184
Arax Advisory Partners
Colorado
$37.3K – – –
FFA
185
Frazier Financial Advisors
Ohio
$34.7K – – –
SIC
186
Salem Investment Counselors
North Carolina
$32K – – –
FA
187
Financial Avengers
California
$28.4K +$28.4K +400 New
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$26.8K +$25K +339 +1,413%
YDMI
189
Y.D. More Investments
Israel
$24.6K – – –
TAM
190
Tucker Asset Management
Colorado
$24.5K – – –
FC
191
Fairscale Capital
New Hampshire
$24.3K – – –
SWA
192
SOA Wealth Advisors
New York
$23.9K +$71 +1 +0.3%
CIAS
193
Capital Investment Advisory Services
North Carolina
$22.3K +$71 +1 +0.3%
GT
194
Glenmede Trust
Pennsylvania
$20.5K -$13.8K -195 -40%
JFGIW
195
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.4K +$4.47K +63 +30%
HIA
196
Harbor Investment Advisory
Maryland
$19.2K – – –
BTI
197
Blue Trust Inc
Georgia
$18.8K – – –
AWM
198
Aspire Wealth Management
Massachusetts
$17.9K – – –
AA
199
Ancora Advisors
Ohio
$17K – – –
FGA
200
Fortis Group Advisors
New Jersey
$17K – – –
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