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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
SA
101
Sanctuary Advisors
Indiana
$591K -$118K -1,491 -18%
PCA
102
Prosperity Capital Advisors
Ohio
$591K -$75.8K -955 -12%
QCM
103
Quantinno Capital Management
New York
$585K -$106K -1,340 -16%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$584K
CRWM
105
Castle Rock Wealth Management
California
$581K -$32.8K -413 -6%
HAP
106
Harbor Asset Planning
Massachusetts
$550K +$510K +6,431 New
RAS
107
RPS Advisory Solutions
Kentucky
$537K +$50.3K +634 +11%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$531K
IAG
109
Investmark Advisory Group
Connecticut
$528K +$1.35K +17 +0.3%
COCM
110
Charter Oak Capital Management
New Hampshire
$521K -$26.3K -331 -5%
CCM
111
Consolidated Capital Management
California
$519K +$16.9K +213 +4%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$513K
BCI
113
Brinker Capital Investments
Pennsylvania
$508K +$224K +2,828 +91%
OCM
114
Objective Capital Management
Ohio
$502K +$159 +2 +0%
CAM
115
Cresset Asset Management
Illinois
$459K -$84.2K -1,062 -17%
KNW
116
Kesler Norman & Wride
Utah
$457K +$2.7K +34 +0.6%
Northern Trust
117
Northern Trust
Illinois
$449K -$92.1K -1,161 -18%
PAS
118
Park Avenue Securities
New York
$431K +$18.6K +234 +5%
HFW
119
Horizon Family Wealth
Illinois
$421K +$5.87K +74 +2%
AWE
120
Avidian Wealth Enterprises
Texas
$398K +$79 +1 +0%
TW
121
TritonPoint Wealth
Maryland
$395K -$90.3K -1,138 -20%
FFA
122
Florida Financial Advisors
Florida
$394K +$365K +4,604 New
RFA
123
Register Financial Advisors
Georgia
$384K +$714 +9 +0.2%
AFA
124
Allium Financial Advisors
Oregon
$380K
WIA
125
Wetzel Investment Advisors
Indiana
$353K -$2.94K -37 -0.9%

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.