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iShares US Financial Services ETF
IYG

Overview Fund Activity

196 hedge funds and large institutions have $706M invested in iShares US Financial Services ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 18 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
75
Closed
18
Calls
$727K
Puts
$572K
Net Calls
+$155K
Net Calls Change
-$430K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$76M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.3M
3
CWM
3
Circle Wealth Management
New Jersey
$15.2M
4
Millennium Management
4
Millennium Management
New York
$2.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
RIG
3
RiverFront Investment Group
Virginia
$70.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$91.3M 590,546 +201,513 +52%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76M 491,531 +238,550 +94%
RIG
3
RiverFront Investment Group
Virginia
$70.1M 510,607 -38,946 -7%
Morgan Stanley
4
Morgan Stanley
New York
$53.3M 344,986 -28,025 -8%
Bank of America
5
Bank of America
North Carolina
$46.8M 302,386 -146,764 -33%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$30.2M 195,024 +15,364 +9%
RJA
7
Raymond James & Associates
Florida
$30.1M 194,641 +887 +0.5%
Wells Fargo
8
Wells Fargo
California
$19.4M 125,296 -7,006 -5%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$17M 110,214 +2,750 +3%
LPL Financial
10
LPL Financial
California
$16.1M 104,225 -3,656 -3%
UBS Group
11
UBS Group
Switzerland
$15.5M 100,505 +6,116 +6%
CWM
12
Circle Wealth Management
New Jersey
$15.2M 98,200 +98,200 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$14.3M 92,723 -2,514 -3%
KA
14
Kozak & Associates
Colorado
$12.2M 79,445 +12,857 +19%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$9.49M 61,342 +1,579 +3%
Truist Financial
16
Truist Financial
North Carolina
$9.28M 60,032 +216 +0.4%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$9.06M 58,602 -793 -1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$9.01M 55,242 -4,737 -8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$8.85M 57,241 +6,047 +12%
AFG
20
Arkansas Financial Group
Arkansas
$7.4M 47,871 -268 -0.6%
PAG
21
Private Advisor Group
New Jersey
$6.42M 41,490 -246 -0.6%
SA
22
SAM Advisors
California
$6.34M 41,000 -539 -1%
HCP
23
Holt Capital Partners
Texas
$6.11M 39,526 -1,355 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.1M 39,477 -177 -0.4%
HCMG
25
Howard Capital Management Group
California
$5.75M 37,200 +540 +1%
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