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iShares US Financial Services ETF
IYG

Overview Fund Activity

228 hedge funds and large institutions have $807M invested in iShares US Financial Services ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
72
Closed
17
Calls
$600K
Puts
$157K
Net Calls
+$443K
Net Calls Change
+$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$36.8M
3
PFA
3
Pinnacle Family Advisors
Missouri
$3.03M
4
Millennium Management
4
Millennium Management
New York
$2.5M
5
RIG
5
RiverFront Investment Group
Virginia
$94.4M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$946K
3
Goldman Sachs
3
Goldman Sachs
New York
$73.1M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.5M 1,509,858 +161,646 +12%
RIG
2
RiverFront Investment Group
Virginia
$94.4M 1,448,241 +38,283 +3%
Goldman Sachs
3
Goldman Sachs
New York
$73.1M 1,120,783 -57,540 -5%
Morgan Stanley
4
Morgan Stanley
New York
$62.1M 952,822 -9,514 -1%
Bank of America
5
Bank of America
North Carolina
$39.1M 600,118 -16,256 -3%
RJA
6
Raymond James & Associates
Florida
$36.8M 564,529 +71,320 +14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$31.7M 486,800 -41,439 -8%
LPL Financial
8
LPL Financial
California
$25M 383,159 +24,170 +7%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$24.4M 373,427 +12,314 +3%
Wells Fargo
10
Wells Fargo
California
$23.7M 362,725 +1,385 +0.4%
CWM
11
Circle Wealth Management
New Jersey
$19.2M 294,600 – –
KA
12
Kozak & Associates
Colorado
$16.8M 254,585 +25,005 +11%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$16.7M 255,980 +14,447 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$16.1M 247,399 -12,137 -5%
UBS Group
15
UBS Group
Switzerland
$13.2M 202,498 -6,280 -3%
FWCM
16
Ferguson Wellman Capital Management
Oregon
$10.4M 159,499 -4,607 -3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$10.4M 159,154 -17,743 -10%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$9.75M 148,236 -3,188 -2%
AFG
19
Arkansas Financial Group
Arkansas
$9.1M 139,581 -1,188 -0.8%
SA
20
SAM Advisors
California
$7.92M 121,411 -1,914 -2%
PCH
21
PGIM Custom Harvest
New Jersey
$7.65M 117,348 +11,230 +11%
HCP
22
Holt Capital Partners
Texas
$7.61M 116,665 -1,725 -1%
HCMG
23
Howard Capital Management Group
California
$7.31M 112,060 +3,634 +3%
PAG
24
Private Advisor Group
New Jersey
$7.21M 110,580 -4,923 -4%
Stifel Financial
25
Stifel Financial
Missouri
$5.83M 89,375 +523 +0.6%
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