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iShares US Financial Services ETF
IYG

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.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

62% more call options, than puts

Call options by funds: $945K | Put options by funds: $583K

6% more funds holding

Funds holding: 218 → 232 (+14)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

7% less capital invested

Capital invested by funds: $748M → $694M (-$53.3M)

9.37% less ownership

Funds ownership: 176.41% → 167.04% (-9.4%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.73%
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
HRT Financial
New York
+$5.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.2M
3
FWCM
Ferguson Wellman Capital Management
Oregon
+$2.39M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.12M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.59M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$43.9M
2
Bank of America
Bank of America
North Carolina
-$7.19M
3
RIG
RiverFront Investment Group
Virginia
-$6.75M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.86M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.4M -$2.44M -46,581 -3%
Goldman Sachs
2
Goldman Sachs
New York
$68.5M -$43.9M -837,354 -39%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.7M -$2.38M -45,399 -4%
Bank of America
4
Bank of America
North Carolina
$49.6M -$7.19M -137,214 -13%
RJA
5
Raymond James & Associates
Florida
$38.2M -$1.27M -24,231 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.2M -$185K -3,522 -0.7%
Wells Fargo
7
Wells Fargo
California
$20.9M -$283K -5,397 -1%
CAM
8
Cresset Asset Management
Illinois
$19.6M +$165K +3,150 +0.9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.9M -$919K -17,538 -5%
UBS Group
10
UBS Group
Switzerland
$17.3M -$455K -8,688 -3%
LPL Financial
11
LPL Financial
California
$16.4M -$568K -10,845 -3%
KA
12
Kozak & Associates
Colorado
$14.4M +$211K +4,035 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.92M -$1.57M -29,883 -14%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$9.72M -$881K -16,815 -8%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$9.71M +$2.39M +45,600 +33%
Truist Financial
16
Truist Financial
North Carolina
$9.55M -$937K -17,883 -9%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$9.46M +$1.38M +26,370 +17%
QA
18
Quantitative Advantage
Minnesota
$9.27M -$202K -3,855 -2%
RIG
19
RiverFront Investment Group
Virginia
$7.4M -$6.75M -128,871 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.21M -$202K -3,849 -3%
HF
21
HRT Financial
New York
$7.07M +$5.29M +100,926 +299%
AFG
22
Arkansas Financial Group
Arkansas
$7.05M -$324K -6,177 -4%
VFM
23
Valley Financial Management
New York
$6.81M +$27.8K +531 +0.4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.57M -$2.01M -38,304 -23%
SA
25
SAM Advisors
California
$6.51M +$213K +4,065 +3%
1
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IYG Hedge Fund Activity: Q4 2022 in Review

232 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2022, worth a combined $694M — down 7.1% from $748M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYG positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 84 trimmed.

The largest buyer was HRT Financial, adding an estimated $5.29M. The largest seller was Goldman Sachs, cutting an estimated $43.9M.

  • 232 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2022, up from 218 in Q3 2022.
  • Funds reported $694M of iShares US Financial Services ETF stock for Q4 2022, down 7.1% quarter-over-quarter.
  • 35 funds opened new iShares US Financial Services ETF positions in Q4 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Financial Services ETF buyer in Q4 2022 was HRT Financial, an estimated $5.29M added.
  • The largest iShares US Financial Services ETF seller in Q4 2022 was Goldman Sachs, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.