We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

264 hedge funds and large institutions have $1.51B invested in iShares US Financial Services ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 24 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 261264 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.07M

Holders
264
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
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$31.8M
3 +$28.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$16.4M
5
OCA
OpenArc Corporate Advisory
Georgia
+$14.2M

Top Sellers

1 -$12.8M
2 -$7.27M
3 -$5.95M
4
JWCA
J.W. Cole Advisors
Florida
-$5.74M
5
Morgan Stanley
Morgan Stanley
New York
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
QWP
101
Quotient Wealth Partners
Texas
$691K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$685K
CWM
103
Cordatus Wealth Management
Pennsylvania
$684K
QPWM
104
Quadrant Private Wealth Management
Pennsylvania
$618K
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$612K
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$595K
QCM
107
Quantinno Capital Management
New York
$593K
HAP
108
Harbor Asset Planning
Massachusetts
$584K
Cerity Partners
109
Cerity Partners
New York
$576K
LCG
110
Lakeshore Capital Group
Illinois
$572K
FPGK
111
Financial Partners Group (Kansas)
Kansas
$568K
CRWM
112
Castle Rock Wealth Management
California
$548K
BHB
113
Bank Hapoalim BM
Israel
$528K
BHBT
114
Burke & Herbert Bank & Trust
Virginia
$516K
IAG
115
Investmark Advisory Group
Connecticut
$515K
TPWA
116
TRUE Private Wealth Advisors
Oregon
$514K
SG
117
StoneX Group
New York
$508K
OCM
118
Objective Capital Management
Ohio
$486K
NIWA
119
New Insight Wealth Advisors
California
$483K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$443K
Northern Trust
121
Northern Trust
Illinois
$441K
FIA
122
Foundations Investment Advisors
Arizona
$424K
FMWA
123
Forvis Mazars Wealth Advisors
Missouri
$410K
WA
124
Waverly Advisors
Alabama
$406K
TW
125
TritonPoint Wealth
Maryland
$404K