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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
Comerica Bank
51
Comerica Bank
Texas
$2.34M -$94.6K -1,192 -4%
Mariner
52
Mariner
Kansas
$2.26M +$20.1K +253 +1%
VA
53
VestGen Advisors
Illinois
$2.21M +$230K +2,902 +13%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.14M +$377K +4,751 +23%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$2.13M +$37.4K +472 +2%
FTS
56
Fifth Third Securities
Ohio
$2.03M +$68.8K +867 +4%
Creative Planning
57
Creative Planning
Kansas
$2.03M -$9.84K -124 -0.5%
PP
58
Patten & Patten
Tennessee
$1.9M -$27K -340 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.84M -$876K -11,046 -34%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.81M +$37K +466 +2%
KAS
61
Kestra Advisory Services
Texas
$1.8M +$583K +7,355 +54%
GWM
62
Geneos Wealth Management
Colorado
$1.75M -$1.43M -18,001 -47%
SI
63
Stephens Inc
Arkansas
$1.62M -$952 -12 -0.1%
EH
64
Equitable Holdings
New York
$1.61M +$50.1K +631 +3%
CCA
65
Cobblestone Capital Advisors
New York
$1.53M
CWMK
66
Caliber Wealth Management (Kansas)
Kansas
$1.41M -$3.25K -41 -0.2%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.32M -$13.9K -175 -1%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.28M -$209K -2,639 -15%
LGWM
69
Litman Gregory Wealth Management
California
$1.23M
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.21M -$43.2K -545 -4%
NA
71
NewEdge Advisors
Louisiana
$1.17M +$275K +3,465 +34%
O3W
72
Omni 360 Wealth
New Jersey
$1.14M +$45.1K +569 +4%
Brown Advisory
73
Brown Advisory
Maryland
$1.14M
GPA
74
Garrison Point Advisors
California
$1.09M -$47.6K -600 -5%
CCA
75
Cottonwood Capital Advisors
Utah
$1.06M -$10.5K -132 -1%

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.