IYG icon

iShares US Financial Services ETF

209 hedge funds and large institutions have $645M invested in iShares US Financial Services ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
209
Holders Change
-23
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
14
Increased
48
Reduced
91
Closed
30
Calls
$574K
Puts
$1.39M
Net Calls
-$815K
Net Calls Change
-$1.18M
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$67M 443,772 +9,061 +2%
RIG
2
RiverFront Investment Group
Virginia
$66.3M 439,196 -76,373 -15%
Morgan Stanley
3
Morgan Stanley
New York
$61.5M 407,592 -33,132 -8%
Bank of America
4
Bank of America
North Carolina
$46M 304,871 -10,058 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39M 258,524 -63,356 -20%
RJA
6
Raymond James & Associates
Florida
$26.9M 178,450 -64,055 -26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.5M 168,694 -4,098 -2%
Wells Fargo
8
Wells Fargo
California
$19.8M 131,349 -1,479 -1%
LPL Financial
9
LPL Financial
California
$16.2M 107,244 +3,049 +3%
UBS Group
10
UBS Group
Switzerland
$15.5M 102,873 -7,139 -6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$13.3M 87,998 -25,709 -23%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$10.4M 69,121 +48,781 +240%
BWFA
13
Baltimore-Washington Financial Advisors
Maryland
$10.1M 66,693 +6,622 +11%
KA
14
Kozak & Associates
Colorado
$9.81M 65,014 -26,093 -29%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$9.19M 60,828 +206 +0.3%
FWCM
16
Ferguson Wellman Capital Management
Oregon
$9.15M 60,645 -1,020 -2%
QA
17
Quantitative Advantage
Minnesota
$8.87M 58,787 -52 -0.1%
Truist Financial
18
Truist Financial
North Carolina
$8.3M 54,977 -5,620 -9%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$7.55M 50,000 +50,000 New
AFG
20
Arkansas Financial Group
Arkansas
$6.91M 45,791 +1,050 +2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.84M 45,344 +4,246 +10%
PAG
22
Private Advisor Group
New Jersey
$6.36M 42,155 -6,959 -14%
HCP
23
Holt Capital Partners
Texas
$6M 39,756 -436 -1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$5.93M 39,269 -2,467 -6%
SA
25
SAM Advisors
California
$5.86M 38,816 -2,524 -6%