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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
3
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
4
Bank of America
North Carolina
$150M
5
Truist Financial
5
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
LGA
2
Lebenthal Global Advisors
New York
$4.16M
3
WIA
3
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$19K -$19K -300 -50%
CTB
202
Country Trust Bank
Illinois
$19K – – –
SWA
203
SOA Wealth Advisors
New York
$19K +$179 +3 +1%
EDRH
204
Edmond de Rothschild Holding
Switzerland
$17K – – –
GT
205
Glenmede Trust
Pennsylvania
$17K – – –
AF
206
Allworth Financial
California
$14K – – –
TFGT
207
TS Financial Group (TSFG)
Illinois
$14K – – –
NFSG
208
Newbridge Financial Services Group
Florida
$14K – – –
MAM
209
Meeder Asset Management
Ohio
$14K +$14K +234 New
GEA
210
Glen Eagle Advisors
New Jersey
$13.3K – – –
HWMA
211
Heritage Wealth Management (Arizona)
Arizona
$13K -$32.4K -516 -71%
TC
212
Trust Company
Kansas
$13K – – –
BW
213
Bison Wealth
Georgia
$12K – – –
TWM
214
Tradition Wealth Management
Minnesota
$12K – – –
JCM
215
Jacobi Capital Management
Pennsylvania
$12K +$1.31K +21 +12%
COCM
216
Charter Oak Capital Management
New Hampshire
$10K -$3.85K -60 -28%
LWM
217
Liberty Wealth Management
California
$10K +$179 +3 +2%
FHA
218
First Horizon Advisors
Tennessee
$10K +$10K +174 New
MFT
219
Moisand Fitzgerald Tamayo
Florida
$9K – – –
FRA
220
Front Row Advisors
California
$9K – – –
EIP
221
Ellis Investment Partners
Pennsylvania
$9K – – –
Simplex Trading
222
Simplex Trading
Illinois
$7K +$7K +114 New
CAL
223
Capital Analysts LLC
Pennsylvania
$6K +$6K +90 New
GFPC
224
Global Financial Private Client
Florida
$5.41K – – –
BA
225
Bellwether Advisors
Nebraska
$5K – – –
7 8
9
10 11