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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
RIG
2
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.5M
2
VFM
2
Valley Financial Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
5
Tower Research Capital (TRC)
New York
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
VAG
201
VisionPoint Advisory Group
Texas
$1.74K 33 +33 New
LWANC
202
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.58K 30 – –
KFI
203
Key Financial Inc
Pennsylvania
$948 18 – –
VFM
204
Valley Financial Management
New York
– – -112,149 Closed
Millennium Management
205
Millennium Management
New York
– – -39,747 Closed
SCA
206
Southern Capital Advisors
Tennessee
– – -23,691 Closed
Marshall Wace
207
Marshall Wace
United Kingdom
– – -20,400 Closed
NF
208
Nikulski Financial
Iowa
– – -12,426 Closed
UWM
209
USAdvisors Wealth Management
Minnesota
– – -10,158 Closed
VAFP
210
Vahanian & Associates Financial Planning
New York
– – -9,285 Closed
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
– – -9,204 Closed
GCP
212
GSA Capital Partners
United Kingdom
– – -8,568 Closed
Cerity Partners
213
Cerity Partners
New York
– – -4,260 Closed
RJT
214
Raymond James Trust
Florida
– – -4,122 Closed
PCM
215
Pointe Capital Management
Michigan
– – -2,676 Closed
TWC
216
TD Waterhouse Canada
Ontario, Canada
– – -2,148 Closed
BAM
217
Belpointe Asset Management
Nevada
– – -1,407 Closed
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
– – -1,218 Closed
Bank Julius Baer & Co
219
Bank Julius Baer & Co
Switzerland
– – -552 Closed
WP
220
WealthShield Partners
North Carolina
– – -81 Closed
MWC
221
MBM Wealth Consultants
Missouri
– – -72 Closed
AIM
222
Anchor Investment Management
South Carolina
– – -51 Closed
BA
223
Bellwether Advisors
Nebraska
– – -42 Closed
FHA
224
First Horizon Advisors
Tennessee
– – -39 Closed
ACA
225
Aptus Capital Advisors
Alabama
– – -33 Closed
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