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iShares US Financial Services ETF
IYG

Overview Fund Activity

244 hedge funds and large institutions have $1.09B invested in iShares US Financial Services ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
82
Reduced
77
Closed
23
Calls
$967K
Puts
$1.64M
Net Calls
-$677K
Net Calls Change
-$1.74M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
PCH
2
PGIM Custom Harvest
New Jersey
$26.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
KA
4
Kozak & Associates
Colorado
$27.6M
5
FIA
5
Foundations Investment Advisors
Arizona
$43.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$121M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$41.9M
5
UBS Group
5
UBS Group
Switzerland
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$121M 1,418,402 -208,373 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M 1,296,325 -130,972 -9%
Goldman Sachs
3
Goldman Sachs
New York
$91.2M 1,065,359 -22,123 -2%
Morgan Stanley
4
Morgan Stanley
New York
$90.9M 1,061,357 +108,142 +11%
FIA
5
Foundations Investment Advisors
Arizona
$43.3M 505,496 +20,565 +4%
Bank of America
6
Bank of America
North Carolina
$42.2M 493,269 +2,614 +0.5%
Raymond James Financial
7
Raymond James Financial
Florida
$41.9M 488,952 -65,224 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$39.1M 457,296 -7,157 -2%
LPL Financial
9
LPL Financial
California
$36.6M 427,775 -31,674 -7%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$33.7M 393,663 -2,946 -0.7%
Wells Fargo
11
Wells Fargo
California
$33.2M 387,595 -10,506 -3%
KA
12
Kozak & Associates
Colorado
$27.6M 319,466 +49,900 +19%
PCH
13
PGIM Custom Harvest
New Jersey
$26.1M 305,036 +90,472 +42%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$25.6M 298,829 +14,061 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$18.2M 213,026 -21,920 -9%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$14.1M 164,474 -2,250 -1%
PAG
17
Private Advisor Group
New Jersey
$14M 163,185 +7,903 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$13.6M 158,887 +1,347 +0.9%
FWCM
19
Ferguson Wellman Capital Management
Oregon
$13.4M 156,766 -1,145 -0.7%
HCP
20
Holt Capital Partners
Texas
$11.1M 130,064 +3,722 +3%
UBS Group
21
UBS Group
Switzerland
$10.8M 126,556 -48,311 -28%
ACM
22
Anfield Capital Management
California
$10.6M 123,991 -1,628 -1%
AFG
23
Arkansas Financial Group
Arkansas
$9.99M 116,174 -3,802 -3%
SA
24
SAM Advisors
California
$9.91M 115,807 +2,253 +2%
Ameriprise
25
Ameriprise
Minnesota
$8.97M 104,856 +5,464 +5%
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