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iShares US Financial Services ETF
IYG

Overview Fund Activity

241 hedge funds and large institutions have $73.1B invested in iShares US Financial Services ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
100
Reduced
51
Closed
19
Calls
$1.3M
Puts
$1.29M
Net Calls
+$10K
Net Calls Change
-$731K

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$34.9M
2
Bank of America
2
Bank of America
North Carolina
$174M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
KA
4
Kozak & Associates
Colorado
$15.6M
5
RJA
5
Raymond James & Associates
Florida
$132M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$108M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
LGA
3
Lebenthal Global Advisors
New York
$297K
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
LPL Financial
5
LPL Financial
California
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
WestEnd Advisors
North Carolina
– – – –
Bank of America
2
Bank of America
North Carolina
$174M 927,300 +117,641 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M 795,727 +26,914 +4%
RJA
4
Raymond James & Associates
Florida
$132M 699,572 +61,498 +10%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$131M 695,313 +43,135 +7%
AAS
6
Annex Advisory Services
Wisconsin
$115M 610,214 +94,459 +18%
RIG
7
RiverFront Investment Group
Virginia
$108M 573,443 -435,547 -43%
Morgan Stanley
8
Morgan Stanley
New York
$102M 543,612 +7,350 +1%
Truist Financial
9
Truist Financial
North Carolina
$100M 531,400 +22,201 +4%
Goldman Sachs
10
Goldman Sachs
New York
$83.6M 444,026 -549 -0.1%
Wells Fargo
11
Wells Fargo
California
$56.7M 301,238 +38,839 +15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$48M 255,053 +21,252 +9%
AS
13
Altshuler Shaham
Israel
$34.9M 466,951 +397,634 +574%
UBS Group
14
UBS Group
Switzerland
$25M 132,750 +200 +0.2%
CAM
15
Cresset Asset Management
Illinois
$23.2M 123,456 +452 +0.4%
LPL Financial
16
LPL Financial
California
$22.8M 121,374 -14,386 -11%
Citadel Advisors
17
Citadel Advisors
Florida
$19.4M 103,275 -10,600 -9%
SFI
18
SPC Financial Inc
Maryland
$19.4M 103,208 +1,074 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$16.7M 88,722 +2,046 +2%
KA
20
Kozak & Associates
Colorado
$15.6M 77,484 +77,484 New
Stifel Financial
21
Stifel Financial
Missouri
$15.5M 82,258 +9,483 +13%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$13.8M 73,236 +17,394 +31%
ASN
23
Advisory Services Network
Georgia
$12M 63,511 +5,333 +9%
QA
24
Quantitative Advantage
Minnesota
$11.6M 61,385 +160 +0.3%
PAG
25
Private Advisor Group
New Jersey
$11.3M 59,895 +27,337 +84%
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