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iShares US Financial Services ETF
IYG

Overview Fund Activity

264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
33
Increased
89
Reduced
81
Closed
39
Calls
$559K
Puts
$4.56M
Net Calls
-$4M
Net Calls Change
-$4.87M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$99.1M
2
Goldman Sachs
Goldman Sachs
New York
$90.8M
3
MWM
MinichMacGregor Wealth Management
New York
$17.9M
4
Bank of America
Bank of America
North Carolina
$175M
5
Jane Street
Jane Street
New York
$5.98M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$0
2
WA
WestEnd Advisors
North Carolina
$80.6B
3
EF
Empowered Funds
Pennsylvania
$0
4
Morgan Stanley
Morgan Stanley
New York
$86.5M
5
SFI
SPC Financial Inc
Maryland
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
201
TD Private Client Wealth
New York
$91.6K +$91.6K +1,524 New
MWC
202
MBM Wealth Consultants
Missouri
$78K -$2.88K -48 -4%
HWA
203
Heritage Wealth Advisors
Virginia
$72K – – –
GT
204
Glenmede Trust
Pennsylvania
$67K – – –
APA
205
American Portfolios Advisors
New York
$64.9K -$37.1K -618 -36%
SAM
206
Strategic Asset Management
Minnesota
$63K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$57K -$55K -912 -49%
SSC
208
Syverson Strege & Co
Iowa
$57K -$6.15K -102 -10%
PCG
209
Private Capital Group
Connecticut
$57K – – –
TFS
210
TrustCore Financial Services
Tennessee
$56K – – –
EAM
211
Erste Asset Management
Austria
$53.9K -$87.1K -1,449 -62%
T2I
212
Turim 21 Investimentos
Brazil
$48K +$48K +795 New
AWM
213
Aspire Wealth Management
Massachusetts
$46K -$25.1K -420 -35%
WCAMG
214
Woodard & Company Asset Management Group
North Carolina
$45K +$38.2K +639 +561%
BCV
215
Banque Cantonale Vaudoise
Switzerland
$43K – – –
TSWM
216
Tyler-Stone Wealth Management
Ohio
$43K +$6.35K +105 +17%
GWSG
217
GPS Wealth Strategies Group
Colorado
$41K – – –
LWP
218
Lumature Wealth Partners
Georgia
$40K -$1.26K -21 -3%
CI
219
Carroll Investors
South Carolina
$39K +$39K +678 New
BlackRock
220
BlackRock
New York
$37K +$37K +609 New
CFB
221
Cullen/Frost Bankers
Texas
$36K – – –
AWMS
222
Advocacy Wealth Management Services
Georgia
$36K – – –
RA
223
Rise Advisors
New York
$30K +$183 +3 +0.6%
ZIG
224
Zullo Investment Group
Pennsylvania
$27K – – –
IIL
225
Insight Inv LLC
California
$27K – – –
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