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iShares US Financial Services ETF
IYG

Overview Fund Activity

274 hedge funds and large institutions have $1.83B invested in iShares US Financial Services ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 21 closing their positions.

Holders
274
Holders Change
+33
Holders Change %
+13.69%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
55
Increased
97
Reduced
69
Closed
21
Calls
$2.69M
Puts
$1.82M
Net Calls
+$870K
Net Calls Change
+$860K

Top Buyers

1
WA
1
WestEnd Advisors
North Carolina
$77.3M
2
EF
2
Empowered Funds
Pennsylvania
$26.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$177M
4
Morgan Stanley
4
Morgan Stanley
New York
$115M
5
RJA
5
Raymond James & Associates
Florida
$144M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$20.4M
2
AS
2
Altshuler Shaham
Israel
$1.64M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.94M
5
FTUS
5
Flow Traders U.S.
New York
$406K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$178M 921,133 -6,167 -0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$177M 914,746 +119,019 +15%
RJA
3
Raymond James & Associates
Florida
$144M 745,751 +46,179 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$138M 712,738 +17,425 +3%
AAS
5
Annex Advisory Services
Wisconsin
$115M 596,381 -13,833 -2%
Morgan Stanley
6
Morgan Stanley
New York
$115M 595,631 +52,019 +10%
Truist Financial
7
Truist Financial
North Carolina
$99.8M 516,763 -14,637 -3%
Goldman Sachs
8
Goldman Sachs
New York
$82M 424,847 -19,179 -4%
WA
9
WestEnd Advisors
North Carolina
$77.3M 400,417 +400,417 New
Wells Fargo
10
Wells Fargo
California
$59.5M 308,418 +7,180 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51.1M 264,842 +9,789 +4%
UBS Group
12
UBS Group
Switzerland
$26.4M 136,907 +4,157 +3%
EF
13
Empowered Funds
Pennsylvania
$26.2M 135,725 +135,725 New
LPL Financial
14
LPL Financial
California
$24.7M 127,739 +6,365 +5%
CAM
15
Cresset Asset Management
Illinois
$23.8M 123,456 – –
RIG
16
RiverFront Investment Group
Virginia
$20.4M 105,493 -467,950 -82%
SFI
17
SPC Financial Inc
Maryland
$20.1M 104,197 +989 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$19.1M 99,031 +10,309 +12%
Stifel Financial
19
Stifel Financial
Missouri
$15M 77,586 -4,672 -6%
KA
20
Kozak & Associates
Colorado
$15M 86,263 +8,779 +11%
ASN
21
Advisory Services Network
Georgia
$13.1M 68,063 +4,552 +7%
QA
22
Quantitative Advantage
Minnesota
$12.6M 65,111 +3,726 +6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11.7M 59,877 +2,248 +4%
AssetMark Inc
24
AssetMark Inc
California
$10.5M 54,387 +3,076 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.4M 53,751 +2,475 +5%
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