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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$16.4K -$71 -1 -0.4%
TFGT
202
TS Financial Group (TSFG)
Illinois
$16K – – –
Bessemer Group
203
Bessemer Group
New Jersey
$16K – – –
GEA
204
Glen Eagle Advisors
New Jersey
$15.3K – – –
TC
205
Trust Company
Kansas
$14.7K – – –
ITIM
206
Indiana Trust & Investment Management
Indiana
$14.3K – – –
MWM
207
Mascoma Wealth Management
New Hampshire
$13.4K – – –
FRA
208
Front Row Advisors
California
$10.7K – – –
MFT
209
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
JIP
210
Jaffetilchin Investment Partners
Florida
$9.68K +$9.68K +136 New
WTA
211
Washington Trust Advisors
Massachusetts
$9.38K – – –
FAM
212
Family Asset Management
South Carolina
$9.38K +$4.05K +57 +76%
QCG
213
Quadrant Capital Group
Ohio
$8.95K – – –
CFGS
214
Concourse Financial Group Securities
Alabama
$8.74K – – –
SWM
215
Spire Wealth Management
Virginia
$7.88K -$44.2K -622 -85%
CAS
216
Coppell Advisory Solutions
Texas
$7.64K – – –
CT
217
Colonial Trust
South Carolina
$7.43K – – –
TC
218
Truvestments Capital
Florida
$7.03K +$7.03K +99 New
GWP
219
Gen-Wealth Partners
Michigan
$6.05K – – –
VWM
220
Venturi Wealth Management
Texas
$4.69K – – –
NMG
221
New Millennium Group
Utah
$4.26K – – –
IAIM
222
International Assets Investment Management
Florida
$3.67K +$3.63K +257,527 +7,787%
EDRH
223
Edmond de Rothschild Holding
Switzerland
$3.41K – – –
PIS
224
POM Investment Strategies
North Carolina
$2.42K +$2.42K +34 New
KWAG
225
Kiely Wealth Advisory Group
North Carolina
$2.16K -$718 -9 -25%
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