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iShares US Financial Services ETF
IYG

Overview Fund Activity

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.4M
3
TRCT
Tower Research Capital (TRC)
New York
$4.6M
4
Millennium Management
Millennium Management
New York
$2M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.44M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
$433K
2
RIG
RiverFront Investment Group
Virginia
$66.3M
3
RJA
Raymond James & Associates
Florida
$26.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
201
Tilia Fiduciary Partners
North Carolina
$3.62K – – –
VWM
202
Venturi Wealth Management
Texas
$3.32K +$3.32K +66 New
NMG
203
New Millennium Group
Utah
$3.02K – – –
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$2.64K -$6.86K -136,383 -72%
AIM
205
Anchor Investment Management
South Carolina
$2.57K – – –
BA
206
Bellwether Advisors
Nebraska
$2.11K – – –
FHA
207
First Horizon Advisors
Tennessee
$2.02K – – –
ACA
208
Aptus Capital Advisors
Alabama
$1.66K -$11.3K -225 -87%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.51K – – –
KFI
210
Key Financial Inc
Pennsylvania
$906 – – –
HF
211
HRT Financial
New York
– -$7.07M -134,688 Closed
LFGH
212
Lee Financial Group Hawaii
Hawaii
– -$4.17M -79,341 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
213
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.58M -30,000 Closed
WC
214
Westwind Capital
New Mexico
– -$1.21M -23,004 Closed
LGWM
215
Litman Gregory Wealth Management
California
– -$755K -14,385 Closed
AR
216
Apeiron RIA
Texas
– -$711K -13,548 Closed
Renaissance Technologies
217
Renaissance Technologies
New York
– -$599K -11,400 Closed
JIP
218
Jaffetilchin Investment Partners
Florida
– -$543K -10,341 Closed
CRI
219
Commonwealth Retirement Investments
Virginia
– -$492K -9,366 Closed
HSA
220
HBK Sorce Advisory
Pennsylvania
– -$424K -8,070 Closed
PCM
221
Pennsylvania Capital Management
Pennsylvania
– -$416K -7,473 Closed
CG
222
Colony Group
Massachusetts
– -$327K -6,231 Closed
MMA
223
Miracle Mile Advisors
California
– -$258K -4,917 Closed
SPC
224
Sigma Planning Corp
Michigan
– -$255K -4,848 Closed
DI
225
DFPG Investments
Utah
– -$258K -4,644 Closed
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