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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 %
FPGK
101
Financial Partners Group (Kansas)
Kansas
$549K +$4.01K +51 +0.7%
CIC
102
Carnegie Investment Counsel
Ohio
$547K +$166K +2,327 +44%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$536K +$53.8K +685 +11%
TSS
104
Two Sigma Securities
New York
$536K +$536K +6,821 New
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$528K +$184K +2,348 +54%
CAM
106
Cresset Asset Management
Illinois
$504K – – –
COCM
107
Charter Oak Capital Management
New Hampshire
$504K +$504K +6,414 New
Northern Trust
108
Northern Trust
Illinois
$504K +$91.2K +1,161 +22%
TPWA
109
TRUE Private Wealth Advisors
Oregon
$488K – – –
MW
110
Marcum Wealth
Ohio
$484K -$12.8K -163 -3%
IAG
111
Investmark Advisory Group
Connecticut
$483K +$1.26K +16 +0.3%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$471K -$12.3K -156 -3%
PS
113
Principal Securities
Iowa
$467K – – –
OCM
114
Objective Capital Management
Ohio
$460K +$157 +2 +0%
CCM
115
Consolidated Capital Management
California
$459K +$5.97K +76 +1%
TW
116
TritonPoint Wealth
Maryland
$451K +$10.2K +130 +2%
RAS
117
RPS Advisory Solutions
Kentucky
$444K +$444K +5,652 New
KNW
118
Kesler Norman & Wride
Utah
$417K -$14.5K -184 -3%
KWA
119
Kingswood Wealth Advisors
California
$386K -$169K -2,151 -30%
HFW
120
Horizon Family Wealth
Illinois
$380K -$26.3K -335 -6%
PAS
121
Park Avenue Securities
New York
$377K +$32.5K +414 +9%
AWE
122
Avidian Wealth Enterprises
Texas
$366K +$79 +1 +0%
SFS
123
Sowell Financial Services
Arkansas
$361K +$361K +4,590 New
RFA
124
Register Financial Advisors
Georgia
$352K +$785 +10 +0.2%
AFA
125
Allium Financial Advisors
Oregon
$349K +$349K +4,444 New
3 4
5
6 7