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iShares US Financial Services ETF
IYG

Overview Fund Activity

244 hedge funds and large institutions have $1.09B invested in iShares US Financial Services ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% 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
21
Increased
82
Reduced
77
Closed
23
Calls
$967K
Puts
$1.64M
Net Calls
-$677K
Net Calls Change
-$1.74M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
PCH
2
PGIM Custom Harvest
New Jersey
$26.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
KA
4
Kozak & Associates
Colorado
$27.6M
5
FIA
5
Foundations Investment Advisors
Arizona
$43.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$121M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$41.9M
5
UBS Group
5
UBS Group
Switzerland
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$2.26M 26,384 +253 +1%
VA
52
VestGen Advisors
Illinois
$2.21M 25,847 +2,902 +13%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.14M 25,008 +4,751 +23%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$2.13M 24,927 +472 +2%
FTS
55
Fifth Third Securities
Ohio
$2.03M 23,707 +867 +4%
Creative Planning
56
Creative Planning
Kansas
$2.03M 23,657 -124 -0.5%
PP
57
Patten & Patten
Tennessee
$1.9M 22,176 -340 -2%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.81M 21,149 +466 +2%
KAS
59
Kestra Advisory Services
Texas
$1.8M 21,043 +7,355 +54%
GWM
60
Geneos Wealth Management
Colorado
$1.75M 20,457 -18,001 -47%
SI
61
Stephens Inc
Arkansas
$1.62M 18,923 -12 -0.1%
EH
62
Equitable Holdings
New York
$1.61M 18,831 +631 +3%
CCA
63
Cobblestone Capital Advisors
New York
$1.53M 17,910 – –
CWMK
64
Caliber Wealth Management (Kansas)
Kansas
$1.41M 16,501 -41 -0.2%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.32M 15,417 -175 -1%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.28M 15,001 -2,639 -15%
LGWM
67
Litman Gregory Wealth Management
California
$1.23M 14,385 – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.21M 14,111 -545 -4%
NA
69
NewEdge Advisors
Louisiana
$1.17M 13,697 +3,465 +34%
O3W
70
Omni 360 Wealth
New Jersey
$1.14M 13,362 +569 +4%
Brown Advisory
71
Brown Advisory
Maryland
$1.14M 13,350 – –
GPA
72
Garrison Point Advisors
California
$1.09M 12,705 -600 -5%
CCA
73
Cottonwood Capital Advisors
Utah
$1.06M 12,345 -132 -1%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$1.03M 12,025 -56 -0.5%
BHBT
75
Burke & Herbert Bank & Trust
Virginia
$1.02M 11,928 – –
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