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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.47M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
201
FWL Investment Management
Texas
$15.3K – – –
HIA
202
Harbor Investment Advisory
Maryland
$14.2K – – –
ACA
203
Aptus Capital Advisors
Alabama
$13.5K – – –
AA
204
Ancora Advisors
Ohio
$13K – – –
NFSG
205
Newbridge Financial Services Group
Florida
$12.7K – – –
AF
206
Allworth Financial
California
$12.1K – – –
HNB
207
Huntington National Bank
Ohio
$11.8K -$11K – –
GIA
208
Goodwin Investment Advisory
Georgia
$11.8K +$5.2K +99 +79%
FA
209
Faithward Advisors
Pennsylvania
$11.3K – – –
GEA
210
Glen Eagle Advisors
New Jersey
$11.3K – – –
TC
211
Trust Company
Kansas
$11K – – –
IRC
212
Investors Research Corp
Georgia
$9.92K – – –
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$9.45K +$9.45K +180 New
RBC
214
Romano Brothers & Co
Illinois
$8.66K +$8.66K +165 New
GRP
215
Global Retirement Partners
California
$8.03K – – –
FRA
216
Front Row Advisors
California
$8K – – –
AIC
217
Archer Investment Corporation
Indiana
$7.88K -$1.58K -30 -17%
AWM
218
Abound Wealth Management
Tennessee
$7.88K – – –
MFT
219
Moisand Fitzgerald Tamayo
Florida
$7.72K – – –
HBW
220
Hazlett, Burt & Watson
West Virginia
$7K – – –
TWM
221
Tradition Wealth Management
Minnesota
$7K +$163 +3 +2%
HCM
222
Hollencrest Capital Management
California
$6.56K +$6.56K +126 New
CT
223
Colonial Trust
South Carolina
$5.52K +$5.52K +105 New
CA
224
CoreCap Advisors
Michigan
$5.2K +$5.2K +99 New
AWM
225
Avior Wealth Management
Nebraska
$4.73K – – –
7 8
9
10 11