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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$77.3M
2
EF
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
Morgan Stanley
New York
$115M
5
RJA
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$20.4M
2
AS
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
$6.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
Flow Traders U.S.
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
AllSquare Wealth Management
New York
$155K – – –
FFA
202
Founders Financial Alliance
North Carolina
$152K +$17.2K +267 +13%
EAM
203
Erste Asset Management
Austria
$151K – – –
William Blair & Company
204
William Blair & Company
Illinois
$150K +$193 +3 +0.1%
CFA
205
Carroll Financial Associates
North Carolina
$132K -$767K -11,895 -85%
S
206
SignatureFD
Georgia
$126K +$54.7K +846 +77%
QCG
207
Quadrant Capital Group
Ohio
$123K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$120K +$10.3K +159 +9%
APA
209
American Portfolios Advisors
New York
$109K -$5.99K -93 -5%
MWC
210
MBM Wealth Consultants
Missouri
$87K -$31.5K -489 -27%
MCM
211
Manchester Capital Management
Vermont
$80K – – –
HWA
212
Heritage Wealth Advisors
Virginia
$77K – – –
AWM
213
Aspire Wealth Management
Massachusetts
$77K +$77K +1,191 New
GT
214
Glenmede Trust
Pennsylvania
$72K +$53.5K +831 +289%
TFO
215
Tarbox Family Office
California
$69K -$5.44K -84 -7%
SAM
216
Strategic Asset Management
Minnesota
$67K -$40.4K -630 -38%
SSC
217
Syverson Strege & Co
Iowa
$67K +$67K +1,047 New
PCG
218
Private Capital Group
Connecticut
$61K – – –
TFS
219
TrustCore Financial Services
Tennessee
$60K – – –
BCV
220
Banque Cantonale Vaudoise
Switzerland
$46K – – –
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$45K -$48.9K -753 -52%
LWP
222
Lumature Wealth Partners
Georgia
$44K -$24.1K -378 -35%
GWSG
223
GPS Wealth Strategies Group
Colorado
$44K – – –
CFB
224
Cullen/Frost Bankers
Texas
$39K – – –
AWMS
225
Advocacy Wealth Management Services
Georgia
$39K – – –
7 8
9
10 11