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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.9M
3
PCH
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
QFA
Quattro Financial Advisors
Texas
$425K
4
RJA
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Abound Wealth Management
Tennessee
$8.96K – – –
MFT
202
Moisand Fitzgerald Tamayo
Florida
$8.78K – – –
TWM
203
Tradition Wealth Management
Minnesota
$8K +$182 +3 +2%
SL
204
Salomon & Ludwin
Virginia
$7.58K – – –
GIA
205
Goodwin Investment Advisory
Georgia
$7.53K – – –
CFGS
206
Concourse Financial Group Securities
Alabama
$7.35K – – –
HBW
207
Hazlett, Burt & Watson
West Virginia
$7K – – –
DAC
208
Dividend Assets Capital
South Carolina
$7K – – –
CAS
209
Coppell Advisory Solutions
Texas
$6.45K +$6.45K +108 New
CT
210
Colonial Trust
South Carolina
$6.29K – – –
VWM
211
Venturi Wealth Management
Texas
$3.94K – – –
FAM
212
Family Asset Management
South Carolina
$3.76K +$3.76K +63 New
NMG
213
New Millennium Group
Utah
$3.58K – – –
TVAMP
214
Tennessee Valley Asset Management Partners
Tennessee
$3.58K +$3.58K +60 New
EDRH
215
Edmond de Rothschild Holding
Switzerland
$2.87K – – –
KWAG
216
Kiely Wealth Advisory Group
North Carolina
$2.19K +$2.19K +36 New
VAG
217
VisionPoint Advisory Group
Texas
$1.97K +$1.97K +33 New
LWANC
218
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.79K – – –
GRP
219
Global Retirement Partners
California
$1.41K +$1.41K +24 New
KFI
220
Key Financial Inc
Pennsylvania
$1.08K – – –
Millennium Management
221
Millennium Management
New York
– -$2.92M -56,664 Closed
UCFA
222
United Capital Financial Advisors
Texas
– -$2.52M -48,870 Closed
SFG
223
Snider Financial Group
Washington
– -$1.74M -33,747 Closed
MFG
224
Merit Financial Group
Georgia
– -$1.43M -27,672 Closed
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
– -$1.15M -22,404 Closed
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