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iShares US Financial Services ETF
IYG

Overview Fund Activity

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$15K – – –
HNB
202
Huntington National Bank
Ohio
$14.7K -$14.9K – –
GEA
203
Glen Eagle Advisors
New Jersey
$14.1K – – –
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7K +$13.7K +210 New
TC
205
Trust Company
Kansas
$13.5K – – –
ITIM
206
Indiana Trust & Investment Management
Indiana
$13.1K -$13.1K -201 -50%
MWM
207
Mascoma Wealth Management
New Hampshire
$12.3K +$12.3K +189 New
AWM
208
Abound Wealth Management
Tennessee
$9.78K – – –
AIC
209
Archer Investment Corporation
Indiana
$9.78K – – –
FRA
210
Front Row Advisors
California
$9.78K – – –
MFT
211
Moisand Fitzgerald Tamayo
Florida
$9.59K – – –
WTA
212
Washington Trust Advisors
Massachusetts
$8.61K -$3.91K -60 -31%
QCG
213
Quadrant Capital Group
Ohio
$8.22K – – –
CFGS
214
Concourse Financial Group Securities
Alabama
$8.02K – – –
HBW
215
Hazlett, Burt & Watson
West Virginia
$8K – – –
CAS
216
Coppell Advisory Solutions
Texas
$7.04K +$7.04K +108 New
CT
217
Colonial Trust
South Carolina
$6.8K – – –
GWP
218
Gen-Wealth Partners
Michigan
$5.28K – – –
FAM
219
Family Asset Management
South Carolina
$4.89K +$783 +12 +19%
VWM
220
Venturi Wealth Management
Texas
$4.3K – – –
NMG
221
New Millennium Group
Utah
$3.91K +$3.91K +60 New
EDRH
222
Edmond de Rothschild Holding
Switzerland
$3.13K – – –
KWAG
223
Kiely Wealth Advisory Group
North Carolina
$2.39K – – –
IGWM
224
ICA Group Wealth Management
Colorado
$2.15K -$71K -1,089 -97%
VAG
225
VisionPoint Advisory Group
Texas
$2.15K – – –
6 7 8
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