IYG icon

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 %
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$584K 6,826 – –
CRWM
102
Castle Rock Wealth Management
California
$581K 6,664 -413 -6%
HAP
103
Harbor Asset Planning
Massachusetts
$550K 6,431 +6,431 New
CAM
104
Cresset Asset Management
Illinois
$550K 6,422 – –
RAS
105
RPS Advisory Solutions
Kentucky
$537K 6,286 +634 +11%
TPWA
106
TRUE Private Wealth Advisors
Oregon
$531K 6,207 – –
IAG
107
Investmark Advisory Group
Connecticut
$528K 6,166 +17 +0.3%
COCM
108
Charter Oak Capital Management
New Hampshire
$521K 6,083 -331 -5%
CCM
109
Consolidated Capital Management
California
$519K 6,060 +213 +4%
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$513K 5,994 – –
BCI
111
Brinker Capital Investments
Pennsylvania
$508K 5,934 +2,828 +91%
OCM
112
Objective Capital Management
Ohio
$502K 5,859 +2 +0%
KNW
113
Kesler Norman & Wride
Utah
$457K 5,340 +34 +0.6%
Northern Trust
114
Northern Trust
Illinois
$449K 5,250 -1,161 -18%
PAS
115
Park Avenue Securities
New York
$431K 5,035 +234 +5%
HFW
116
Horizon Family Wealth
Illinois
$421K 4,913 +74 +2%
AWE
117
Avidian Wealth Enterprises
Texas
$398K 4,655 +1 +0%
TW
118
TritonPoint Wealth
Maryland
$395K 4,609 -1,138 -20%
FFA
119
Florida Financial Advisors
Florida
$394K 4,604 +4,604 New
RFA
120
Register Financial Advisors
Georgia
$384K 4,491 +9 +0.2%
AFA
121
Allium Financial Advisors
Oregon
$380K 4,444 – –
WIA
122
Wetzel Investment Advisors
Indiana
$353K 4,124 -37 -0.9%
DADC
123
D.A. Davidson & Co
Montana
$353K 4,119 – –
SPIA
124
Steward Partners Investment Advisory
New York
$343K 4,008 +1,243 +45%
CB
125
Commerce Bank
Missouri
$338K 3,954 – –
3 4
5
6 7