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
HFW
126
Horizon Family Wealth
Illinois
$403K
CPA
127
Capital Performance Advisors
California
$398K
PW
128
PUREfi Wealth
Massachusetts
$397K
DADC
129
D.A. Davidson & Co
Montana
$396K
AWE
130
Avidian Wealth Enterprises
Texas
$386K
KF
131
KKM Financial
Illinois
$383K
RFA
132
Register Financial Advisors
Georgia
$379K
Point72 Asset Management
133
Point72 Asset Management
Connecticut
$379K
AF
134
Advisornet Financial
Minnesota
$368K
HI
135
Harbour Investments
Wisconsin
$358K
FPW
136
Fairvoy Private Wealth
Alabama
$354K
SF
137
Summit Financial
New Jersey
$352K
AI
138
Accredited Investors
Minnesota
$346K
CPIG
139
Chicago Partners Investment Group
Illinois
$333K
HSA
140
HBK Sorce Advisory
Pennsylvania
$329K
TW
141
Traveka Wealth
California
$308K
WIA
142
Wetzel Investment Advisors
Indiana
$305K
WS
143
Wedbush Securities
California
$303K
PAS
144
Park Avenue Securities
New York
$300K
CB
145
Commerce Bank
Missouri
$297K
VA
146
Valmark Advisers
Ohio
$290K
TP
147
TritonPoint Partners
Maryland
$280K
CF
148
Centaurus Financial
California
$278K
AIM
149
Athena Investment Management
California
$277K
AWA
150
Argos Wealth Advisors
California
$269K