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iShares US Financial Services ETF

249 hedge funds and large institutions have $1.12B invested in iShares US Financial Services ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $4.29M

6% more capital invested

Capital invested by funds: $1.05B → $1.12B (+$68.3M)

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0.26% less ownership

Funds ownership: 62.21%61.94% (-0.26%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 253249 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
249
Holders Change
-4
Holders Change %
-1.58%
% 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
22
Increased
83
Reduced
79
Closed
24
Calls
$5.36M
Puts
$4.29M
Net Calls
+$1.07M
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Ancora Advisors
Ohio
$20.5K
AF
227
Allworth Financial
California
$20.3K
TFGT
228
TS Financial Group (TSFG)
Illinois
$19K
GEA
229
Glen Eagle Advisors
New Jersey
$18.5K
ITIM
230
Indiana Trust & Investment Management
Indiana
$17.2K
MWM
231
Mascoma Wealth Management
New Hampshire
$16.2K
MWA
232
Medallion Wealth Advisors
Connecticut
$14.2K
WPA
233
Wealth Preservation Advisors
Tennessee
$14.1K
FRA
234
Front Row Advisors
California
$12.8K
MFT
235
Moisand Fitzgerald Tamayo
Florida
$12.6K
RA
236
Rise Advisors
New York
$10.8K
WTA
237
Washington Trust Advisors
Massachusetts
$8.99K -$2.14K -27 -20%
CT
238
Colonial Trust
South Carolina
$8.9K
GSWM
239
Golden State Wealth Management
California
$8.47K
SWM
240
Spire Wealth Management
Virginia
$8.39K -$1.03K -13 -12%
GWP
241
Gen-Wealth Partners
Michigan
$6.93K
NMG
242
New Millennium Group
Utah
$5.14K
NWM
243
Nova Wealth Management
Florida
$4.88K
BA
244
Bellwether Advisors
Nebraska
$3.6K
GRP
245
Global Retirement Partners
California
$2.05K +$1.9K +24 New
AssetMark Inc
246
AssetMark Inc
California
$1.97K +$1.82K +23 New
FWP
247
FAS Wealth Partners
Kansas
$1.54K
KFI
248
Key Financial Inc
Pennsylvania
$1.54K
PFBT
249
Parkside Financial Bank & Trust
Missouri
$87
BNP Paribas Financial Markets
250
BNP Paribas Financial Markets
France
-$7.86M -100,000 Closed

IYG Hedge Fund Activity: Q2 2025 in Review

249 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2025, worth a combined $1.12B — up 6.5% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IYG and 22 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $8.58M. The largest seller was RiverFront Investment Group, cutting an estimated $16.5M.

  • 249 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $1.12B of iShares US Financial Services ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 22 funds opened new iShares US Financial Services ETF positions in Q2 2025 and 24 closed out, a net change of -2 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2025 was Morgan Stanley, an estimated $8.58M added.
  • The largest iShares US Financial Services ETF seller in Q2 2025 was RiverFront Investment Group, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2025.