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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 %
GPA
76
Garrison Point Advisors
California
$1.05M -$26.7K -340 -2%
O3W
77
Omni 360 Wealth
New Jersey
$1M +$89.5K +1,139 +10%
CCA
78
Cottonwood Capital Advisors
Utah
$980K -$14.2K -181 -1%
MAWCM
79
Mine & Arao Wealth Creation & Management
California
$949K +$2.2K +28 +0.2%
BHBT
80
Burke & Herbert Bank & Trust
Virginia
$937K – – –
US Bancorp
81
US Bancorp
Minnesota
$869K -$29.8K -380 -3%
PFS
82
Prospera Financial Services
Texas
$817K +$105K +1,340 +15%
NA
83
NewEdge Advisors
Louisiana
$804K +$119K +1,517 +17%
Cerity Partners
84
Cerity Partners
New York
$726K +$138K +1,757 +23%
ANTB
85
AMG National Trust Bank
Colorado
$720K +$157 +2 +0%
AAS
86
Avantax Advisory Services
Texas
$694K +$121K +1,542 +21%
WS
87
Wedbush Securities
California
$679K -$51.7K -658 -7%
QC
88
Quadrature Capital
United Kingdom
$670K +$670K +8,538 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$665K +$30K +382 +5%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$658K +$9.98K +127 +2%
CWM
91
Cordatus Wealth Management
Pennsylvania
$649K – – –
LCG
92
Lakeshore Capital Group
Illinois
$646K +$646K +8,219 New
QCM
93
Quantinno Capital Management
New York
$642K -$121K -1,537 -16%
AF
94
Apexium Financial
Texas
$627K – – –
BHB
95
Bank Hapoalim BM
Israel
$622K -$15.9K -202 -2%
PCA
96
Prosperity Capital Advisors
Ohio
$616K +$91.5K +1,167 +17%
OC
97
Oppenheimer & Co
New York
$603K +$187K +2,382 +45%
QPWM
98
Quadrant Private Wealth Management
Pennsylvania
$584K -$74.2K -945 -11%
CRWM
99
Castle Rock Wealth Management
California
$553K +$313 +4 +0.1%
NIWA
100
New Insight Wealth Advisors
California
$552K +$92.5K +1,177 +20%
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4
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