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
AFG
26
Arkansas Financial Group
Arkansas
$11.3M
SA
27
SAM Advisors
California
$10.5M
UBS Group
28
UBS Group
Switzerland
$10.4M
Stifel Financial
29
Stifel Financial
Missouri
$9.48M
HCMG
30
Howard Capital Management Group
California
$8.59M
BPA
31
Beacon Pointe Advisors
California
$7.44M
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$6.7M
SC
33
Scotia Capital
Ontario, Canada
$6.62M
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.09M
Truist Financial
35
Truist Financial
North Carolina
$6.07M
SCA
36
Southern Capital Advisors
Tennessee
$5.95M
Osaic Holdings
37
Osaic Holdings
Arizona
$5.93M
JWCA
38
J.W. Cole Advisors
Florida
$5.74M
UW
39
Unique Wealth
Florida
$5.52M
CWA
40
Centerline Wealth Advisors
Kentucky
$4.69M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.53M
CIA
42
Concurrent Investment Advisors
Florida
$4.51M
HighTower Advisors
43
HighTower Advisors
Illinois
$4.51M
NA
44
NewEdge Advisors
Louisiana
$4.36M
IWM
45
IHT Wealth Management
Illinois
$4.35M
BWM
46
Bernard Wealth Management
Michigan
$4.26M
Jones Financial Companies
47
Jones Financial Companies
Missouri
$3.8M
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$3.6M
MFG
49
Merit Financial Group
Georgia
$2.96M
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.94M