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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 %
GM
76
GeoWealth Management
Illinois
$997K 11,642 -1,872 -14%
SC
77
Savant Capital
Illinois
$975K 11,385 -2,111 -16%
US Bancorp
78
US Bancorp
Minnesota
$961K 11,225 +156 +1%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$955K 10,923 +4,203 +63%
PFS
80
Prospera Financial Services
Texas
$903K 10,554 +153 +1%
ANTB
81
AMG National Trust Bank
Colorado
$806K 9,411 +251 +3%
Cerity Partners
82
Cerity Partners
New York
$791K 9,245 +7 +0.1%
WA
83
WBH Advisory
Maryland
$769K 8,988 +5,417 +152%
SFA
84
Sequoia Financial Advisors
Ohio
$762K 8,898 +5,745 +182%
OC
85
Oppenheimer & Co
New York
$760K 8,877 +1,197 +16%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$744K 8,694 +320 +4%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$720K 8,416 -49 -0.6%
AAS
88
Avantax Advisory Services
Texas
$708K 8,276 -565 -6%
CWM
89
Cordatus Wealth Management
Pennsylvania
$707K 8,256 – –
AF
90
Apexium Financial
Texas
$683K 7,980 – –
WS
91
Wedbush Securities
California
$647K 7,557 -1,086 -13%
QPWM
92
Quadrant Private Wealth Management
Pennsylvania
$637K 7,438 – –
BHB
93
Bank Hapoalim BM
Israel
$636K 7,435 -483 -6%
Citadel Advisors
94
Citadel Advisors
Florida
$633K 7,398 +4,307 +139%
SS
95
Sunbelt Securities
Texas
$630K 8,103 +7,081 +693%
LCG
96
Lakeshore Capital Group
Illinois
$599K 6,997 -1,222 -15%
NIWA
97
New Insight Wealth Advisors
California
$598K 6,985 -38 -0.5%
FPGK
98
Financial Partners Group (Kansas)
Kansas
$595K 6,953 -31 -0.4%
PCA
99
Prosperity Capital Advisors
Ohio
$591K 6,902 -955 -12%
QCM
100
Quantinno Capital Management
New York
$585K 6,833 -1,340 -16%
2 3
4
5 6