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iShares US Financial Services ETF
IYG

Overview Fund Activity

234 hedge funds and large institutions have $60.7B invested in iShares US Financial Services ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
40
Increased
89
Reduced
58
Closed
18
Calls
$1.17M
Puts
$426K
Net Calls
+$741K
Net Calls Change
+$810K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$121M
3
AAS
3
Annex Advisory Services
Wisconsin
$95.5M
4
Bank of America
4
Bank of America
North Carolina
$150M
5
Truist Financial
5
Truist Financial
North Carolina
$94.3M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$0
2
LGA
2
Lebenthal Global Advisors
New York
$4.16M
3
WIA
3
Wealthstreet Investment Advisors
Texas
$46K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
WestEnd Advisors
North Carolina
– – – –
RIG
2
RiverFront Investment Group
Virginia
$187M 1,008,990 +10,326 +1%
Bank of America
3
Bank of America
North Carolina
$150M 809,659 +495,379 +158%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$142M 768,813 +582,365 +312%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$121M 652,178 +525,684 +416%
RJA
6
Raymond James & Associates
Florida
$118M 638,074 +336,488 +112%
Morgan Stanley
7
Morgan Stanley
New York
$99.3M 536,262 +52,241 +11%
AAS
8
Annex Advisory Services
Wisconsin
$95.5M 515,755 +515,755 New
Truist Financial
9
Truist Financial
North Carolina
$94.3M 509,199 +424,441 +501%
Goldman Sachs
10
Goldman Sachs
New York
$82.3M 444,575 +22,756 +5%
Wells Fargo
11
Wells Fargo
California
$48.6M 262,399 +83,950 +47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$43.3M 233,801 +53,231 +29%
LPL Financial
13
LPL Financial
California
$25.1M 135,760 +21,128 +18%
UBS Group
14
UBS Group
Switzerland
$24.6M 132,550 +6,696 +5%
CAM
15
Cresset Asset Management
Illinois
$22.8M 123,004 +500 +0.4%
Citadel Advisors
16
Citadel Advisors
Florida
$21.1M 113,875 +14,112 +14%
SFI
17
SPC Financial Inc
Maryland
$18.9M 102,134 +102,134 New
Osaic Holdings
18
Osaic Holdings
Arizona
$16.1M 86,676 +24,129 +39%
Stifel Financial
19
Stifel Financial
Missouri
$13.5M 72,775 +45,774 +170%
AS
20
Altshuler Shaham
Israel
$12.8M 69,317 -194 -0.3%
QA
21
Quantitative Advantage
Minnesota
$11.3M 61,225 +3,754 +7%
ASN
22
Advisory Services Network
Georgia
$10.8M 58,178 +54,219 +1,370%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$10.6M 57,323 +2,600 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$10.3M 55,842 +38,331 +219%
Ameriprise
25
Ameriprise
Minnesota
$9.79M 52,828 +33,758 +177%
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