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iShares US Financial Services ETF
IYG

Overview Fund Activity

219 hedge funds and large institutions have $810M invested in iShares US Financial Services ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
219
Holders Change
+23
Holders Change %
+11.73%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
52
Reduced
75
Closed
16
Calls
$129K
Puts
$484K
Net Calls
-$355K
Net Calls Change
-$510K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$6.5M
4
SCA
4
Southern Capital Advisors
Tennessee
$3.3M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$20.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$72M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
QFA
3
Quattro Financial Advisors
Texas
$425K
4
RJA
4
Raymond James & Associates
Florida
$30.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$120M 672,156 +327,170 +95%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$87.2M 486,452 -5,079 -1%
RIG
3
RiverFront Investment Group
Virginia
$81.3M 502,372 -8,235 -2%
Goldman Sachs
4
Goldman Sachs
New York
$72M 401,581 -188,965 -32%
Bank of America
5
Bank of America
North Carolina
$38.2M 213,260 -89,126 -29%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32.7M 182,574 -12,450 -6%
RJA
7
Raymond James & Associates
Florida
$30.3M 169,167 -25,474 -13%
Wells Fargo
8
Wells Fargo
California
$21.7M 121,130 -4,166 -3%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$20.8M 116,277 +6,063 +6%
LPL Financial
10
LPL Financial
California
$18.7M 104,097 -128 -0.1%
CWM
11
Circle Wealth Management
New Jersey
$17.6M 98,200 – –
UBS Group
12
UBS Group
Switzerland
$16.1M 89,857 -10,648 -11%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$16.1M 89,685 -3,038 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$13.9M 77,457 +20,216 +35%
KA
15
Kozak & Associates
Colorado
$13M 74,156 -5,289 -7%
Truist Financial
16
Truist Financial
North Carolina
$11.2M 62,691 +2,659 +4%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$10.7M 59,768 -1,574 -3%
FWCM
18
Ferguson Wellman Capital Management
Oregon
$10.3M 57,402 -1,200 -2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$9.58M 53,251 -1,991 -4%
AFG
20
Arkansas Financial Group
Arkansas
$8.6M 48,016 +145 +0.3%
SA
21
SAM Advisors
California
$7.39M 41,210 +210 +0.5%
PAG
22
Private Advisor Group
New Jersey
$7.23M 40,337 -1,153 -3%
HCP
23
Holt Capital Partners
Texas
$7.16M 39,969 +443 +1%
HCMG
24
Howard Capital Management Group
California
$6.52M 36,406 -794 -2%
PCH
25
PGIM Custom Harvest
New Jersey
$6.5M 36,244 +19,293 +114%
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