IYG icon

iShares US Financial Services ETF

257 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 251257 (+6)

1% less call options, than puts

Call options by funds: $959K | Put options by funds: $969K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$959K
Puts
$969K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$2.21K
AssetMark Inc
252
AssetMark Inc
California
$2.12K
FWP
253
FAS Wealth Partners
Kansas
$1.66K
KFI
254
Key Financial Inc
Pennsylvania
$1.66K
SAG
255
SageView Advisory Group
California
$1.11K
KCM
256
Key Capital Management
Tennessee
$923
PFBT
257
Parkside Financial Bank & Trust
Missouri
$94
ACM
258
Anfield Capital Management
California
Two Sigma Investments
259
Two Sigma Investments
New York
VA
260
VestGen Advisors
Illinois
GLF
261
Groupe la Francaise
France
KNW
262
Kesler Norman & Wride
Utah
PCA
263
Prosperity Capital Advisors
Ohio
AFA
264
Allium Financial Advisors
Oregon
WH
265
Wallace Hart
Kentucky
BFWA
266
Benchmark Financial Wealth Advisors
Florida
CIC
267
Carnegie Investment Counsel
Ohio
Corient Private Wealth
268
Corient Private Wealth
Florida
LFP
269
Leeward Financial Partners
Washington
WANY
270
Wealthspire Advisors (New York)
New York
ATS
271
Ashton Thomas Securities
New York
S
272
SignatureFD
Georgia
KFP
273
Keener Financial Planning
Texas
PTC
274
Private Trust Company
Ohio
MG
275
Mather Group
Illinois