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iShares US Financial Services ETF
IYG

Overview Fund Activity

248 hedge funds and large institutions have $2.59B invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
66
Reduced
70
Closed
18
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$366K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$9.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.62B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.89M
4
RIG
RiverFront Investment Group
Virginia
$121M
5
Bank of America
Bank of America
North Carolina
$36M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$257K
2
Morgan Stanley
Morgan Stanley
New York
$70.8M
3
Jane Street
Jane Street
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$241K
5
UBS Group
UBS Group
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.62B +$6.69M +86 +0.4%
RIG
2
RiverFront Investment Group
Virginia
$121M +$3.87M +49,743 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$112M -$1.59M -20,472 -1%
Goldman Sachs
4
Goldman Sachs
New York
$88.5M +$1.26M +16,193 +1%
Morgan Stanley
5
Morgan Stanley
New York
$70.8M -$5.52M -70,972 -7%
Raymond James Financial
6
Raymond James Financial
Florida
$43.3M +$43.3M +556,384 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36.5M -$102K -1,314 -0.3%
Bank of America
8
Bank of America
North Carolina
$36M +$2.77M +35,579 +8%
LPL Financial
9
LPL Financial
California
$33.8M +$1.45M +18,688 +4%
Wells Fargo
10
Wells Fargo
California
$30.3M -$148K -1,908 -0.5%
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$30.3M +$622K +8,000 +2%
CWM
12
Circle Wealth Management
New Jersey
$22.9M – – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$20.7M +$397K +5,103 +2%
KA
14
Kozak & Associates
Colorado
$20.5M +$869K +11,087 +4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$18.7M -$257K -3,302 -1%
UBS Group
16
UBS Group
Switzerland
$14.3M -$1.73M -22,188 -11%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$13.2M -$1.19M -15,255 -8%
FWCM
18
Ferguson Wellman Capital Management
Oregon
$12.3M -$29.6K -380 -0.2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$11.8M +$140K +1,794 +1%
PCH
20
PGIM Custom Harvest
New Jersey
$10.6M +$1.33M +17,071 +14%
IAA
21
Independent Advisor Alliance
North Carolina
$9.9M +$9.9M +127,252 New
AFG
22
Arkansas Financial Group
Arkansas
$9.65M -$1.14M -14,708 -11%
SA
23
SAM Advisors
California
$9.14M -$210K -2,696 -2%
HCP
24
Holt Capital Partners
Texas
$9.08M -$4.28K -55 -0%
HCMG
25
Howard Capital Management Group
California
$8.86M -$43.6K -560 -0.5%
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