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iShares US Financial Services ETF
IYG

Overview Fund Activity

213 hedge funds and large institutions have $915M invested in iShares US Financial Services ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
31
Increased
69
Reduced
59
Closed
21
Calls
$411K
Puts
$480K
Net Calls
-$69K
Net Calls Change
-$339K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$171M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
MW
3
Marks Wealth
Maryland
$18.8M
4
Wells Fargo
4
Wells Fargo
California
$30.6M
5
RJA
5
Raymond James & Associates
Florida
$51.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72.2M
2
AS
2
Altshuler Shaham
Israel
$11.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.81M
4
FWCM
4
Ferguson Wellman Capital Management
Oregon
$9.22M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$171M 998,664 +172,635 +21%
Morgan Stanley
2
Morgan Stanley
New York
$82.9M 484,021 +38,351 +9%
Goldman Sachs
3
Goldman Sachs
New York
$72.2M 421,819 -77,950 -16%
Bank of America
4
Bank of America
North Carolina
$53.8M 314,280 +65,374 +26%
RJA
5
Raymond James & Associates
Florida
$51.7M 301,586 +73,286 +32%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.9M 186,448 +121,281 +186%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$30.9M 180,570 +24,745 +16%
Wells Fargo
8
Wells Fargo
California
$30.6M 178,449 +85,578 +92%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$21.7M 126,494 +20,599 +19%
UBS Group
10
UBS Group
Switzerland
$21.6M 125,854 -22,756 -15%
CAM
11
Cresset Asset Management
Illinois
$21M 122,504 -51 -0%
LPL Financial
12
LPL Financial
California
$19.6M 114,632 +6,358 +6%
MW
13
Marks Wealth
Maryland
$18.8M 109,912 +109,912 New
Citadel Advisors
14
Citadel Advisors
Florida
$17.1M 99,763 +8,729 +10%
Truist Financial
15
Truist Financial
North Carolina
$14.5M 84,758 +13,911 +20%
AS
16
Altshuler Shaham
Israel
$11.9M 69,511 -61,138 -47%
LGA
17
Lebenthal Global Advisors
New York
$11.8M 68,622 +68,622 New
Osaic Holdings
18
Osaic Holdings
Arizona
$10.7M 62,547 +36,545 +141%
QA
19
Quantitative Advantage
Minnesota
$9.84M 57,471 -3,756 -6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$9.63M 54,723 +2,001 +4%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$9.22M 53,805 -26,620 -33%
BCI
22
Brinker Capital Investments
Pennsylvania
$8.91M 52,000 – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$8.71M 50,833 +13,483 +36%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$8.54M 49,857 -435 -0.9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.48M 49,492 +1,391 +3%
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