IYG icon

iShares US Financial Services ETF

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.79M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
76
Garrison Point Advisors
California
$1.05M
O3W
77
Omni 360 Wealth
New Jersey
$1M
CCA
78
Cottonwood Capital Advisors
Utah
$980K
MAWCM
79
Mine & Arao Wealth Creation & Management
California
$949K
BHBT
80
Burke & Herbert Bank & Trust
Virginia
$937K
US Bancorp
81
US Bancorp
Minnesota
$869K
PFS
82
Prospera Financial Services
Texas
$817K
NA
83
NewEdge Advisors
Louisiana
$804K
Cerity Partners
84
Cerity Partners
New York
$726K
ANTB
85
AMG National Trust Bank
Colorado
$720K
AAS
86
Avantax Advisory Services
Texas
$694K
WS
87
Wedbush Securities
California
$679K
QC
88
Quadrature Capital
United Kingdom
$670K
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$665K
Baird Financial Group
90
Baird Financial Group
Wisconsin
$658K
CWM
91
Cordatus Wealth Management
Pennsylvania
$649K
LCG
92
Lakeshore Capital Group
Illinois
$646K
QCM
93
Quantinno Capital Management
New York
$642K
AF
94
Apexium Financial
Texas
$627K
BHB
95
Bank Hapoalim BM
Israel
$622K
PCA
96
Prosperity Capital Advisors
Ohio
$616K
OC
97
Oppenheimer & Co
New York
$603K
QPWM
98
Quadrant Private Wealth Management
Pennsylvania
$584K
CRWM
99
Castle Rock Wealth Management
California
$553K
NIWA
100
New Insight Wealth Advisors
California
$552K