IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$6.69M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.89M
4
RIG
RiverFront Investment Group
Virginia
+$3.87M
5
Bank of America
Bank of America
North Carolina
+$2.77M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.52M
3
Jane Street
Jane Street
New York
-$2.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.23M
5
UBS Group
UBS Group
Switzerland
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
Frazier Financial Advisors
Ohio
$26.4K -$11.7K -150 -31%
SWA
202
SOA Wealth Advisors
New York
$26.3K +$78 +1 +0.3%
RF
203
Roxbury Financial
New Jersey
$24.8K +$24.8K +301 New
CIAS
204
Capital Investment Advisory Services
North Carolina
$24.5K +$78 +1 +0.3%
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.9K – – –
GT
206
Glenmede Trust
Pennsylvania
$22.4K – – –
HIA
207
Harbor Investment Advisory
Maryland
$21K – – –
AF
208
Allworth Financial
California
$19.4K +$492 +6 +3%
NFSG
209
Newbridge Financial Services Group
Florida
$19.4K +$19.4K +249 New
AA
210
Ancora Advisors
Ohio
$18.7K – – –
AF
211
Atala Financial
California
$18.7K +$18.7K +240 New
EWA
212
EverSource Wealth Advisors
Alabama
$18.1K +$18.1K +232 New
Bessemer Group
213
Bessemer Group
New Jersey
$18K – – –
TFGT
214
TS Financial Group (TSFG)
Illinois
$18K – – –
GEA
215
Glen Eagle Advisors
New Jersey
$16.8K – – –
ITIM
216
Indiana Trust & Investment Management
Indiana
$15.6K – – –
MWM
217
Mascoma Wealth Management
New Hampshire
$14.7K – – –
FGA
218
Fortis Group Advisors
New Jersey
$13.9K -$4.82K -62 -26%
FRA
219
Front Row Advisors
California
$11.7K – – –
MFT
220
Moisand Fitzgerald Tamayo
Florida
$11.4K – – –
NSIM
221
North Star Investment Management
Illinois
$10.7K +$10.7K +138 New
WTA
222
Washington Trust Advisors
Massachusetts
$10.3K – – –
CFGS
223
Concourse Financial Group Securities
Alabama
$10.1K – – –
IA
224
IFP Advisors
Florida
$10K +$10K +129 New
CAL
225
Capital Advisors Ltd
Ohio
$10K +$10K +125 New
7 8
9
10 11