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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 %
WIA
126
Wetzel Investment Advisors
Indiana
$327K -$7.54K -96 -2%
DADC
127
D.A. Davidson & Co
Montana
$324K – – –
CB
128
Commerce Bank
Missouri
$311K – – –
HSA
129
HBK Sorce Advisory
Pennsylvania
$310K – – –
CF
130
Centaurus Financial
California
$305K +$236 +3 +0.1%
PCIA
131
Prime Capital Investment Advisors
Kansas
$299K +$47.8K +608 +19%
P
132
&Partners
Tennessee
$296K +$34.3K +427 +13%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$295K +$43.2K +550 +17%
SFM
134
Signet Financial Management
New Jersey
$288K -$9.43K -120 -3%
WA
135
WBH Advisory
Maryland
$281K +$281K +3,571 New
CPIG
136
Chicago Partners Investment Group
Illinois
$277K +$18.7K +237 +7%
ICP
137
Interchange Capital Partners
Pennsylvania
$269K -$4.79K -61 -2%
LSA
138
Lion Street Advisors
Texas
$266K -$5.18K -66 -2%
AIM
139
Athena Investment Management
California
$263K – – –
Fisher Asset Management
140
Fisher Asset Management
Washington
$261K -$70.1K -893 -21%
VA
141
Valmark Advisers
Ohio
$257K +$257K +3,276 New
Lido Advisors
142
Lido Advisors
California
$253K +$253K +3,216 New
SM
143
Sensible Money
Arizona
$252K – – –
ADL
144
Asset Dedication LLC
California
$252K – – –
AWS
145
Atria Wealth Solutions
New York
$250K +$79 +1 +0%
WFL
146
Wealth Forward LLC
North Dakota
$249K – – –
SPC
147
Sigma Planning Corp
Michigan
$248K +$21.6K +275 +10%
SFA
148
Sequoia Financial Advisors
Ohio
$248K +$248K +3,153 New
Corient Private Wealth
149
Corient Private Wealth
Florida
$244K -$48.6K -619 -17%
OPS
150
Orion Portfolio Solutions
Nebraska
$244K -$16.9K -215 -6%
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