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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$6.69M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.89M
4
RIG
RiverFront Investment Group
Virginia
+$3.87M
5
Bank of America
Bank of America
North Carolina
+$2.77M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.52M
3
Jane Street
Jane Street
New York
-$2.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.23M
5
UBS Group
UBS Group
Switzerland
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
AlphaMark Advisors
Kentucky
$108K – – –
GI
177
GAMMA Investing
California
$103K – – –
HI
178
Harbour Investments
Wisconsin
$93.1K -$1.95K -25 -2%
PTC
179
Private Trust Company
Ohio
$90.3K +$45.9K +590 +104%
S
180
SignatureFD
Georgia
$79.2K – – –
MEG
181
Millstone Evans Group
Colorado
$78.9K +$78.9K +1,014 New
MHR
182
Matthew Hamilton Rosenberg
$70K – – –
KFP
183
Keener Financial Planning
Texas
$70K – – –
AAP
184
Arax Advisory Partners
Colorado
$66.8K +$25.9K +333 +63%
T
185
Tidemark
California
$55.8K – – –
CTC
186
Central Trust Company
Missouri
$55.3K +$156 +2 +0.3%
HFS
187
Hopwood Financial Services
Virginia
$54.8K +$54.8K +705 New
CFP
188
Comprehensive Financial Planning
Pennsylvania
$49.9K +$49.9K +641 New
PA
189
Parallel Advisors
California
$48.3K +$78 +1 +0.2%
CWC
190
Carolinas Wealth Consulting
North Carolina
$46.7K – – –
CSWM
191
Cassady Schiller Wealth Management
Ohio
$46.7K – – –
MG
192
Mather Group
Illinois
$42.3K – – –
TSMHT
193
Thurston Springer Miller Herd & Titak
Indiana
$41.6K – – –
PWA
194
Physician Wealth Advisors
Utah
$41K +$41K +527 New
AWM
195
AE Wealth Management
Kansas
$36.8K +$36.8K +473 New
SIC
196
Salem Investment Counselors
North Carolina
$35K – – –
FA
197
Financial Avengers
California
$31.1K – – –
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$28.2K – – –
YDMI
199
Y.D. More Investments
Israel
$27K – – –
FC
200
Fairscale Capital
New Hampshire
$26.6K – – –
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