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iShares US Financial Services ETF
IYG

Overview Fund Activity

218 hedge funds and large institutions have $748M invested in iShares US Financial Services ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 28 closing their positions.

Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
61
Reduced
78
Closed
28
Calls
$1.05M
Puts
$537K
Net Calls
+$508K
Net Calls Change
+$270K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$101M
2
VFM
2
Valley Financial Management
New York
$6.08M
3
SA
3
SAM Advisors
California
$5.65M
4
Bank of America
4
Bank of America
North Carolina
$50.9M
5
Prudential Financial
5
Prudential Financial
New Jersey
$6.04M

Top Sellers

1
Jane Street
1
Jane Street
New York
$823K
2
Wells Fargo
2
Wells Fargo
California
$19M
3
Millennium Management
3
Millennium Management
New York
$2.94M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.6M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$101M 713,829 +249,380 +54%
RIG
2
RiverFront Investment Group
Virginia
$87.3M 558,526 -5,232 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$64.4M 456,251 -5,121 -1%
Bank of America
4
Bank of America
North Carolina
$50.9M 360,667 +33,670 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$47.6M 337,013 +5,701 +2%
RJA
6
Raymond James & Associates
Florida
$35.4M 250,582 -11,873 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.6M 173,966 -31,338 -15%
Wells Fargo
8
Wells Fargo
California
$19M 134,627 -40,810 -23%
CAM
9
Cresset Asset Management
Illinois
$17.4M 123,267 – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$16.9M 119,553 -17,913 -13%
UBS Group
11
UBS Group
Switzerland
$15.9M 112,908 -16,120 -12%
LPL Financial
12
LPL Financial
California
$15.2M 107,810 -9,567 -8%
KA
13
Kozak & Associates
Colorado
$12.6M 89,762 +2,573 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.3M 72,933 -2,202 -3%
Truist Financial
15
Truist Financial
North Carolina
$9.4M 66,558 -968 -1%
QA
16
Quantitative Advantage
Minnesota
$8.49M 60,124 -2,630 -4%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$7.71M 51,281 +1,385 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.7M 54,504 -17,551 -24%
PAG
19
Private Advisor Group
New Jersey
$6.72M 47,601 +1,205 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.65M 47,064 -8,992 -16%
AFG
21
Arkansas Financial Group
Arkansas
$6.61M 46,800 +529 +1%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$6.56M 46,465 -309 -0.7%
Citadel Advisors
23
Citadel Advisors
Florida
$6.34M 44,863 +14,011 +45%
VFM
24
Valley Financial Management
New York
$6.08M 43,056 +43,056 New
Prudential Financial
25
Prudential Financial
New Jersey
$6.04M 42,278 +33,260 +369%
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