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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 %
IAA
251
Independent Advisor Alliance
North Carolina
– -$9.9M -127,252 Closed
ACM
252
Advisors Capital Management
New Jersey
– -$1.01M -12,941 Closed
CIBC World Market
253
CIBC World Market
Ontario, Canada
– -$429K -5,518 Closed
SWP
254
Stratos Wealth Partners
Ohio
– -$384K -4,932 Closed
MW
255
Maia Wealth
Colorado
– -$364K -4,368 Closed
VCM
256
Vivaldi Capital Management
Illinois
– -$277K -3,321 Closed
VP
257
Verum Partners
North Carolina
– -$233K -3,000 Closed
EWA
258
EP Wealth Advisors
California
– -$163K -2,097 Closed
OP
259
ORG Partners
Indiana
– -$117K -1,500 Closed
KFP
260
Keener Financial Planning
Texas
– -$70K -900 Closed
GT
261
Glenmede Trust
Pennsylvania
– -$22.4K -288 Closed
FGA
262
Fortis Group Advisors
New Jersey
– -$13.9K -178 Closed
NSIM
263
North Star Investment Management
Illinois
– -$10.7K -138 Closed
IA
264
IFP Advisors
Florida
– -$10K -129 Closed
CFGS
265
Concourse Financial Group Securities
Alabama
– -$10.1K -123 Closed
CAS
266
Coppell Advisory Solutions
Texas
– -$8.4K -108 Closed
T
267
Transce3nd
Texas
– -$6.46K -83 Closed
VWM
268
Venturi Wealth Management
Texas
– -$5.14K -66 Closed
TVWM
269
Tower View Wealth Management
Wisconsin
– -$3.04K -39 Closed
LWANC
270
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2.34K -30 Closed
HWM
271
Hemington Wealth Management
Virginia
– -$1K -15 Closed
CA
272
CoreCap Advisors
Michigan
– -$467 -6 Closed
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