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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
MAWCM
76
Mine & Arao Wealth Creation & Management
California
$1.03M -$4.44K -56 -0.5%
BHBT
77
Burke & Herbert Bank & Trust
Virginia
$1.02M
GM
78
GeoWealth Management
Illinois
$997K -$148K -1,872 -14%
SC
79
Savant Capital
Illinois
$974K -$167K -2,111 -16%
US Bancorp
80
US Bancorp
Minnesota
$961K +$12.4K +156 +1%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$955K +$333K +4,203 +63%
PFS
82
Prospera Financial Services
Texas
$903K +$12.1K +153 +1%
ANTB
83
AMG National Trust Bank
Colorado
$806K +$19.9K +251 +3%
Cerity Partners
84
Cerity Partners
New York
$791K +$555 +7 +0.1%
WA
85
WBH Advisory
Maryland
$769K +$430K +5,417 +152%
SFA
86
Sequoia Financial Advisors
Ohio
$762K +$456K +5,745 +182%
OC
87
Oppenheimer & Co
New York
$760K +$94.9K +1,197 +16%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$744K +$25.4K +320 +4%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$720K -$3.89K -49 -0.6%
AAS
90
Avantax Advisory Services
Texas
$708K -$44.8K -565 -6%
CWM
91
Cordatus Wealth Management
Pennsylvania
$707K
AF
92
Apexium Financial
Texas
$683K
WS
93
Wedbush Securities
California
$647K -$86.1K -1,086 -13%
QPWM
94
Quadrant Private Wealth Management
Pennsylvania
$637K
BHB
95
Bank Hapoalim BM
Israel
$636K -$38.3K -483 -6%
Citadel Advisors
96
Citadel Advisors
Florida
$633K +$342K +4,307 +139%
SS
97
Sunbelt Securities
Texas
$630K +$562K +7,081 +693%
LCG
98
Lakeshore Capital Group
Illinois
$599K -$96.9K -1,222 -15%
NIWA
99
New Insight Wealth Advisors
California
$598K -$3.01K -38 -0.5%
FPGK
100
Financial Partners Group (Kansas)
Kansas
$595K -$2.46K -31 -0.4%

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.