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iShares US Financial Services ETF
IYG

Overview Fund Activity

202 hedge funds and large institutions have $682M invested in iShares US Financial Services ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
63
Reduced
63
Closed
22
Calls
$1.3M
Puts
$711K
Net Calls
+$585K
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
RIG
2
RiverFront Investment Group
Virginia
$73.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.44M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.5M
2
VFM
2
Valley Financial Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.02M
5
TRCT
5
Tower Research Capital (TRC)
New York
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$73.3M 549,553 +110,357 +25%
Bank of America
2
Bank of America
North Carolina
$71M 449,150 +144,279 +47%
Goldman Sachs
3
Goldman Sachs
New York
$61.5M 389,033 -54,739 -12%
Morgan Stanley
4
Morgan Stanley
New York
$58.9M 373,011 -34,581 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$40M 252,981 -5,543 -2%
RJA
6
Raymond James & Associates
Florida
$30.6M 193,754 +15,304 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$28.4M 179,660 +10,966 +7%
Wells Fargo
8
Wells Fargo
California
$20.9M 132,302 +953 +0.7%
LPL Financial
9
LPL Financial
California
$17M 107,881 +637 +0.6%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$17M 107,464 +40,771 +61%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$15M 95,237 +7,239 +8%
UBS Group
12
UBS Group
Switzerland
$14.9M 94,389 -8,484 -8%
KA
13
Kozak & Associates
Colorado
$10.6M 66,588 +1,574 +2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$9.5M 59,979 -849 -1%
Truist Financial
15
Truist Financial
North Carolina
$9.45M 59,816 +4,839 +9%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$9.44M 59,763 +58,146 +3,596%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$9.38M 59,395 -1,250 -2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$8.09M 51,194 +5,850 +13%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$7.9M 50,000 – –
AFG
20
Arkansas Financial Group
Arkansas
$7.61M 48,139 +2,348 +5%
PAG
21
Private Advisor Group
New Jersey
$6.82M 41,736 -419 -1%
SA
22
SAM Advisors
California
$6.56M 41,539 +2,723 +7%
HCP
23
Holt Capital Partners
Texas
$6.46M 40,881 +1,125 +3%
Citadel Advisors
24
Citadel Advisors
Florida
$6.28M 39,723 +34,911 +725%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.26M 39,654 +385 +1%
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