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iShares US Financial Services ETF
IYG

Overview Fund Activity

226 hedge funds and large institutions have $842M invested in iShares US Financial Services ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
46
Reduced
104
Closed
19
Calls
$709K
Puts
$630K
Net Calls
+$79K
Net Calls Change
+$434K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.95M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.52M
3
LPL Financial
LPL Financial
California
$23.8M
4
Jane Street
Jane Street
New York
$2.71M
5
EH
Equitable Holdings
New York
$3.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.4M
3
Truist Financial
Truist Financial
North Carolina
$5.27M
4
RIG
RiverFront Investment Group
Virginia
$93.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$93.5M -$6.44M -97,158 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$89.4M -$7.37M -111,144 -8%
Goldman Sachs
3
Goldman Sachs
New York
$78.1M -$1.75M -26,420 -2%
Morgan Stanley
4
Morgan Stanley
New York
$63.8M -$69.9M -1,054,132 -52%
Bank of America
5
Bank of America
North Carolina
$40.9M -$1.55M -23,406 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$35M -$1.29M -19,483 -4%
RJA
7
Raymond James & Associates
Florida
$32.7M -$948K -14,292 -3%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$28.8M -$1.59M -8,329 -5%
Wells Fargo
9
Wells Fargo
California
$24M -$136K -2,050 -0.6%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$23.9M +$814K +12,282 +4%
LPL Financial
11
LPL Financial
California
$23.8M +$3.1M +46,698 +15%
CWM
12
Circle Wealth Management
New Jersey
$19.5M – – –
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$17.2M -$631K -9,519 -4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$16M +$607K +9,162 +4%
KA
15
Kozak & Associates
Colorado
$15.3M +$474K +7,112 +3%
UBS Group
16
UBS Group
Switzerland
$13.8M -$4.03M -60,793 -23%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$11.7M -$160K -2,407 -1%
FWCM
18
Ferguson Wellman Capital Management
Oregon
$10.9M -$537K -8,100 -5%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$9.95M +$9.95M +150,000 New
AFG
20
Arkansas Financial Group
Arkansas
$9.33M -$217K -3,279 -2%
SA
21
SAM Advisors
California
$8.18M -$20.2K -305 -0.2%
HCP
22
Holt Capital Partners
Texas
$7.85M -$101K -1,517 -1%
PAG
23
Private Advisor Group
New Jersey
$7.66M -$365K -5,508 -5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$7.52M +$7.52M +113,421 New
HCMG
25
Howard Capital Management Group
California
$7.19M -$52.5K -792 -0.7%
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