iShares US Financial Services ETF
249 hedge funds and large institutions have $966M invested in iShares US Financial Services ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 18 closing their positions.
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
10% more capital invested
Capital invested by funds: $875M → $966M (+$91.1M)
8% more funds holding
Funds holding: 230 → 249 (+19)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.24% less ownership
Funds ownership: 61.25% → 61.01% (-0.24%)
6% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$9.82M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$3.86M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$3.84M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.74M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.47M |
| 2 |
Jane Street
New York
|
-$2.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.21M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.71M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.58M |
IYG Hedge Fund Activity: Q4 2024 in Review
249 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2024, worth a combined $966M — up 10% from $875M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IYG positions and 18 closed out — a net gain of 27 holders — while 66 added to existing stakes and 70 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $9.82M. The largest seller was Morgan Stanley, cutting an estimated $5.47M.
- 249 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2024, up from 230 in Q3 2024.
- Funds reported $966M of iShares US Financial Services ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 45 funds opened new iShares US Financial Services ETF positions in Q4 2024 and 18 closed out, a net change of +27 holders.
- The largest iShares US Financial Services ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $9.82M added.
- The largest iShares US Financial Services ETF seller in Q4 2024 was Morgan Stanley, an estimated $5.47M sold.
Based on aggregated 13F filings for Q4 2024.