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iShares US Financial Services ETF
IYG

Overview Fund Activity

250 hedge funds and large institutions have $1.05B invested in iShares US Financial Services ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
34
Increased
87
Reduced
62
Closed
22
Calls
$3.85M
Puts
$2.79M
Net Calls
+$1.06M
Net Calls Change
+$41K

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
+$38.1M
2
ACM
Anfield Capital Management
California
+$9.87M
3
PCH
PGIM Custom Harvest
New Jersey
+$6.13M
4
RIG
RiverFront Investment Group
Virginia
+$5.53M
5
Ameriprise
Ameriprise
Minnesota
+$4.99M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$9.9M
2
Goldman Sachs
Goldman Sachs
New York
-$3.94M
3
BlackRock
BlackRock
New York
-$2.34M
4
HCMG
Howard Capital Management Group
California
-$1.16M
5
ACM
Advisors Capital Management
New Jersey
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
226
Indiana Trust & Investment Management
Indiana
$15.8K – – –
FA
227
Financial Avengers
California
$15.7K -$15.7K -200 -50%
MWM
228
Mascoma Wealth Management
New Hampshire
$14.8K – – –
WPA
229
Wealth Preservation Advisors
Tennessee
$13K +$13K +165 New
FRA
230
Front Row Advisors
California
$11.8K – – –
MFT
231
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
WTA
232
Washington Trust Advisors
Massachusetts
$10.4K – – –
QCG
233
Quadrant Capital Group
Ohio
$9.9K – – –
RA
234
Rise Advisors
New York
$9.9K +$9.9K +126 New
SWM
235
Spire Wealth Management
Virginia
$8.72K – – –
CT
236
Colonial Trust
South Carolina
$8.16K – – –
GSWM
237
Golden State Wealth Management
California
$7.78K – – –
TRCT
238
Tower Research Capital (TRC)
New York
$7.45K +$7.45K +100 New
Simplex Trading
239
Simplex Trading
Illinois
$7K +$7K +99 New
GWP
240
Gen-Wealth Partners
Michigan
$6.36K – – –
NMG
241
New Millennium Group
Utah
$4.71K – – –
NWM
242
Nova Wealth Management
Florida
$4.48K – – –
GA
243
GoalVest Advisory
New York
$4.4K – – –
BA
244
Bellwether Advisors
Nebraska
$3.3K – – –
AC
245
AlphaCore Capital
California
$3.22K +$3.22K +41 New
SIS
246
Sound Income Strategies
Florida
$2.59K – – –
CAM
247
Costello Asset Management
Pennsylvania
$2.36K +$2.36K +30 New
KFI
248
Key Financial Inc
Pennsylvania
$1.41K – – –
FWP
249
FAS Wealth Partners
Kansas
$1.41K – – –
PFBT
250
Parkside Financial Bank & Trust
Missouri
$79 +$79 +1 New
7 8 9
10
11