IYG icon

iShares US Financial Services ETF

257 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 251257 (+6)

1% less call options, than puts

Call options by funds: $959K | Put options by funds: $969K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$959K
Puts
$969K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
101
Lakeshore Capital Group
Illinois
$643K
Cerity Partners
102
Cerity Partners
New York
$641K
BHB
103
Bank Hapoalim BM
Israel
$639K
FPGK
104
Financial Partners Group (Kansas)
Kansas
$627K
SG
105
StoneX Group
New York
$622K
CRWM
106
Castle Rock Wealth Management
California
$603K
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$585K
CCM
108
Consolidated Capital Management
California
$581K
BHBT
109
Burke & Herbert Bank & Trust
Virginia
$575K
TPWA
110
TRUE Private Wealth Advisors
Oregon
$573K
QCM
111
Quantinno Capital Management
New York
$572K
IAG
112
Investmark Advisory Group
Connecticut
$572K
NIWA
113
New Insight Wealth Advisors
California
$542K
OCM
114
Objective Capital Management
Ohio
$541K
FIA
115
Foundations Investment Advisors
Arizona
$531K
FMWA
116
Forvis Mazars Wealth Advisors
Missouri
$497K
CPA
117
Capital Performance Advisors
California
$473K
Northern Trust
118
Northern Trust
Illinois
$472K
TW
119
TritonPoint Wealth
Maryland
$456K
WA
120
Waverly Advisors
Alabama
$454K
HFW
121
Horizon Family Wealth
Illinois
$435K
AWE
122
Avidian Wealth Enterprises
Texas
$430K
WWMP
123
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$427K
DADC
124
D.A. Davidson & Co
Montana
$424K
RFA
125
Register Financial Advisors
Georgia
$422K