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iShares US Financial Services ETF
IYG

Overview Fund Activity

230 hedge funds and large institutions have $875M invested in iShares US Financial Services ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
66
Reduced
67
Closed
22
Calls
$653K
Puts
–
Net Calls
+$653K
Net Calls Change
+$210K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
BlackRock
2
BlackRock
New York
$5.37M
3
Jane Street
3
Jane Street
New York
$2.5M
4
LPL Financial
4
LPL Financial
California
$29.5M
5
DE
5
Diversified Enterprises
Delaware
$2.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$566K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$107M 1,506,690 +58,449 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M 1,458,998 -50,860 -3%
Goldman Sachs
3
Goldman Sachs
New York
$79.6M 1,121,508 +725 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$69.7M 981,435 +28,613 +3%
RJA
5
Raymond James & Associates
Florida
$39.9M 561,686 -2,843 -0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$33.4M 470,931 -15,869 -3%
Bank of America
7
Bank of America
North Carolina
$30.3M 426,626 -173,492 -29%
LPL Financial
8
LPL Financial
California
$29.5M 415,933 +32,774 +9%
Wells Fargo
9
Wells Fargo
California
$27.8M 391,895 +29,170 +8%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$27.1M 381,794 +8,367 +2%
CWM
11
Circle Wealth Management
New Jersey
$20.9M 294,600 – –
KA
12
Kozak & Associates
Colorado
$18.8M 250,549 -4,036 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$18.6M 261,570 +5,590 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$17.3M 243,119 -4,280 -2%
UBS Group
15
UBS Group
Switzerland
$14.6M 205,819 +3,321 +2%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$13.1M 184,956 +25,802 +16%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$11.3M 158,706 -793 -0.5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$10.6M 150,368 +2,132 +1%
AFG
19
Arkansas Financial Group
Arkansas
$9.85M 138,701 -880 -0.6%
SA
20
SAM Advisors
California
$8.54M 120,311 -1,100 -0.9%
PCH
21
PGIM Custom Harvest
New Jersey
$8.48M 119,391 +2,043 +2%
HCP
22
Holt Capital Partners
Texas
$8.29M 116,721 +56 +0%
HCMG
23
Howard Capital Management Group
California
$8.13M 114,452 +2,392 +2%
PAG
24
Private Advisor Group
New Jersey
$7.64M 107,539 -3,041 -3%
Stifel Financial
25
Stifel Financial
Missouri
$6.36M 89,596 +221 +0.2%
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