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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$34.9M
2
Bank of America
2
Bank of America
North Carolina
$174M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
RJA
4
Raymond James & Associates
Florida
$132M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$131M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$71.4B
2
RIG
2
RiverFront Investment Group
Virginia
$108M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
LGA
4
Lebenthal Global Advisors
New York
$297K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Hudock Inc
Pennsylvania
$35K – – –
PWA
202
Phoenix Wealth Advisors
North Carolina
$34K – – –
KIG
203
Kowal Investment Group
Wisconsin
$31K +$31K +495 New
TAM
204
Tucker Asset Management
Colorado
$30.8K – – –
HIA
205
Harbor Investment Advisory
Maryland
$30K +$30K +480 New
SIC
206
Salem Investment Counselors
North Carolina
$28K +$28K +450 New
ARIS
207
Advanced Research Investment Solutions
California
$27.9K +$27.9K +444 New
CI
208
Cordant Inc
Oregon
$27K +$27K +435 New
CAAS
209
Capital Asset Advisory Services
Michigan
$26K -$1.52K -24 -6%
AIC
210
Archer Investment Corporation
Indiana
$24.6K -$5.1K -81 -17%
SWA
211
SOA Wealth Advisors
New York
$19K – – –
CTB
212
Country Trust Bank
Illinois
$19K – – –
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$19K – – –
GT
214
Glenmede Trust
Pennsylvania
$18K – – –
FF
215
FourThought Financial
Florida
$18K +$18K +297 New
FHA
216
First Horizon Advisors
Tennessee
$16K +$5.33K +87 +50%
NFSG
217
Newbridge Financial Services Group
Florida
$15K – – –
MAM
218
Meeder Asset Management
Ohio
$15K – – –
AF
219
Allworth Financial
California
$14K – – –
TFGT
220
TS Financial Group (TSFG)
Illinois
$14K – – –
HNB
221
Huntington National Bank
Ohio
$14K – – –
GEA
222
Glen Eagle Advisors
New Jersey
$13.5K – – –
TC
223
Trust Company
Kansas
$13K – – –
TWM
224
Tradition Wealth Management
Minnesota
$12K – – –
BW
225
Bison Wealth
Georgia
$11K -$1.77K -27 -14%
7 8
9
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