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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 %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$2.26M +$929K +11,956 +70%
Comerica Bank
52
Comerica Bank
Texas
$2.24M -$7.46K -95 -0.3%
MFG
53
Merit Financial Group
Georgia
$2.17M – – –
Mariner
54
Mariner
Kansas
$2.05M +$93.3K +1,188 +5%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$1.92M +$62.1K +790 +3%
Creative Planning
56
Creative Planning
Kansas
$1.87M +$14.6K +186 +0.8%
VA
57
VestGen Advisors
Illinois
$1.8M +$1.8M +22,945 New
FTS
58
Fifth Third Securities
Ohio
$1.79M +$16K +204 +0.9%
PP
59
Patten & Patten
Tennessee
$1.77M – – –
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.62M -$12.1K -154 -0.7%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.59M -$153K -1,947 -9%
GS
62
GTS Securities
New York
$1.54M +$1.54M +19,583 New
ASN
63
Advisory Services Network
Georgia
$1.53M +$89.1K +1,134 +6%
SI
64
Stephens Inc
Arkansas
$1.49M – – –
EH
65
Equitable Holdings
New York
$1.43M +$477K +6,074 +50%
CCA
66
Cobblestone Capital Advisors
New York
$1.41M – – –
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.39M +$185K +2,354 +15%
CWMK
68
Caliber Wealth Management (Kansas)
Kansas
$1.3M +$1.3M +16,542 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1.22M +$36.8K +468 +3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$1.96K +25 +0.2%
LGWM
71
Litman Gregory Wealth Management
California
$1.13M – – –
KAS
72
Kestra Advisory Services
Texas
$1.08M +$411K +5,238 +62%
GM
73
GeoWealth Management
Illinois
$1.06M -$58K -738 -5%
SC
74
Savant Capital
Illinois
$1.06M -$48.6K -619 -4%
Brown Advisory
75
Brown Advisory
Maryland
$1.05M +$1.05M +13,350 New
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