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iShares US Financial Services ETF
IYG

Overview Fund Activity

232 hedge funds and large institutions have $694M invested in iShares US Financial Services ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
63
Reduced
84
Closed
18
Calls
$945K
Puts
$583K
Net Calls
+$362K
Net Calls Change
-$146K

Top Buyers

1
HF
1
HRT Financial
New York
$7.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$9.71M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.83M
5
FFL
5
Financial Freedom LLC
Ohio
$1.72M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$68.5M
2
Bank of America
2
Bank of America
North Carolina
$49.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$789K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M
5
KNW
5
Kesler Norman & Wride
Utah
$564K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.4M 440,724 -15,527 -3%
Goldman Sachs
2
Goldman Sachs
New York
$68.5M 434,711 -279,118 -39%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.7M 321,880 -15,133 -4%
Bank of America
4
Bank of America
North Carolina
$49.6M 314,929 -45,738 -13%
RJA
5
Raymond James & Associates
Florida
$38.2M 242,505 -8,077 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.2M 172,792 -1,174 -0.7%
Wells Fargo
7
Wells Fargo
California
$20.9M 132,828 -1,799 -1%
CAM
8
Cresset Asset Management
Illinois
$19.6M 124,317 +1,050 +0.9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.9M 113,707 -5,846 -5%
UBS Group
10
UBS Group
Switzerland
$17.3M 110,012 -2,896 -3%
LPL Financial
11
LPL Financial
California
$16.4M 104,195 -3,615 -3%
KA
12
Kozak & Associates
Colorado
$14.4M 91,107 +1,345 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.92M 62,972 -9,961 -14%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$9.72M 60,622 -5,605 -8%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$9.71M 61,665 +15,200 +33%
Truist Financial
16
Truist Financial
North Carolina
$9.55M 60,597 -5,961 -9%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$9.46M 60,071 +8,790 +17%
QA
18
Quantitative Advantage
Minnesota
$9.27M 58,839 -1,285 -2%
RIG
19
RiverFront Investment Group
Virginia
$7.4M 515,569 -42,957 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.21M 45,781 -1,283 -3%
HF
21
HRT Financial
New York
$7.07M 44,896 +33,642 +299%
AFG
22
Arkansas Financial Group
Arkansas
$7.05M 44,741 -2,059 -4%
VFM
23
Valley Financial Management
New York
$6.81M 43,233 +177 +0.4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.57M 41,736 -12,768 -23%
SA
25
SAM Advisors
California
$6.51M 41,340 +1,355 +3%
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