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iShares US Financial Services ETF
IYG

Overview Fund Activity

264 hedge funds and large institutions have $82.1B invested in iShares US Financial Services ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 39 closing their positions.

Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
33
Increased
89
Reduced
81
Closed
39
Calls
$559K
Puts
$4.56M
Net Calls
-$4M
Net Calls Change
-$4.87M

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$99.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$90.8M
3
MWM
3
MinichMacGregor Wealth Management
New York
$17.9M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
Jane Street
5
Jane Street
New York
$5.98M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$0
2
WA
2
WestEnd Advisors
North Carolina
$80.6B
3
EF
3
Empowered Funds
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$86.5M
5
SFI
5
SPC Financial Inc
Maryland
$601K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
WestEnd Advisors
North Carolina
– – -400,417 Closed
Bank of America
2
Bank of America
North Carolina
$175M 969,741 +48,608 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$168M 929,629 +14,883 +2%
RJA
4
Raymond James & Associates
Florida
$135M 748,590 +2,839 +0.4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$133M 737,070 +24,332 +3%
RIG
6
RiverFront Investment Group
Virginia
$99.1M 549,684 +444,191 +421%
Truist Financial
7
Truist Financial
North Carolina
$97.2M 539,152 +22,389 +4%
Goldman Sachs
8
Goldman Sachs
New York
$90.8M 503,530 +78,683 +19%
Morgan Stanley
9
Morgan Stanley
New York
$86.5M 479,873 -115,758 -19%
Wells Fargo
10
Wells Fargo
California
$40.1M 222,165 -86,253 -28%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$37.1M 205,914 -58,928 -22%
UBS Group
12
UBS Group
Switzerland
$24.9M 138,087 +1,180 +0.9%
LPL Financial
13
LPL Financial
California
$23.8M 132,107 +4,368 +3%
CAM
14
Cresset Asset Management
Illinois
$22.2M 123,256 -200 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$22.1M 122,798 +23,767 +24%
MWM
16
MinichMacGregor Wealth Management
New York
$17.9M 99,074 +67,396 +213%
KA
17
Kozak & Associates
Colorado
$15M 86,263 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$13M 72,357 +18,606 +35%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$12.7M 67,926 +8,049 +13%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$12.7M 70,486 +27,916 +66%
QA
21
Quantitative Advantage
Minnesota
$11.4M 63,457 -1,654 -3%
AssetMark Inc
22
AssetMark Inc
California
$10.4M 57,582 +3,195 +6%
Ameriprise
23
Ameriprise
Minnesota
$10.4M 57,436 +7,266 +14%
FWCM
24
Ferguson Wellman Capital Management
Oregon
$8.8M 48,798 -412 -0.8%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$8.62M 49,872 +1,042 +2%
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