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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
BlackRock
251
BlackRock
New York
-$3.34M -42,570 Closed
GS
252
GTS Securities
New York
-$1.54M -19,583 Closed
QC
253
Quadrature Capital
United Kingdom
-$670K -8,538 Closed
TSS
254
Two Sigma Securities
New York
-$536K -6,821 Closed
WAP
255
Wealthcare Advisory Partners
Pennsylvania
-$295K -3,759 Closed
Fisher Asset Management
256
Fisher Asset Management
Washington
-$261K -3,328 Closed
TC
257
TownSquare Capital
Utah
-$237K -3,022 Closed
Wolverine Trading
258
Wolverine Trading
Illinois
-$209K -2,695 Closed
OCM
259
One Capital Management
California
-$204K -2,600 Closed
CCM
260
Coldstream Capital Management
Washington
-$58.9K -750 Closed
CWC
261
Carolinas Wealth Consulting
North Carolina
-$47.1K -600 Closed
MG
262
Mather Group
Illinois
-$42.7K -543 Closed
AF
263
Atala Financial
California
-$18.9K -240 Closed
EWA
264
EverSource Wealth Advisors
Alabama
-$18.2K -232 Closed
CIAS
265
Capital Investment Advisory Services
North Carolina
-$16.3K -207 Closed
FA
266
Financial Avengers
California
-$15.7K -200 Closed
QCG
267
Quadrant Capital Group
Ohio
-$9.9K -126 Closed
TAM
268
Tucker Asset Management
Colorado
-$8.25K -105 Closed
TRCT
269
Tower Research Capital (TRC)
New York
-$7.45K -100 Closed
Simplex Trading
270
Simplex Trading
Illinois
-$7K -99 Closed
GA
271
GoalVest Advisory
New York
-$4.4K -56 Closed
SIS
272
Sound Income Strategies
Florida
-$2.59K -33 Closed
CAM
273
Costello Asset Management
Pennsylvania
-$2.36K -30 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.