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iShares US Financial Services ETF
IYG

Overview Fund Activity

246 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 21 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 23 closing their positions.

Holders
246
Holders Change
-4
Holders Change %
-1.6%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
82
Reduced
78
Closed
23
Calls
$5.36M
Puts
$4.29M
Net Calls
+$1.07M
Net Calls Change
+$10K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
PCH
2
PGIM Custom Harvest
New Jersey
$26.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
KA
4
Kozak & Associates
Colorado
$27.6M
5
FIA
5
Foundations Investment Advisors
Arizona
$43.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$121M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$41.9M
5
UBS Group
5
UBS Group
Switzerland
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$247K +$86 +1 +0%
CIC
152
Carnegie Investment Counsel
Ohio
$245K -$410K -4,790 -63%
YWS
153
Yarger Wealth Strategies
Ohio
$244K +$514 +6 +0.2%
CA
154
Clearstead Advisors
Ohio
$244K +$244K +2,848 New
KWA
155
Kingswood Wealth Advisors
California
$244K -$177K -2,068 -42%
SFS
156
Sowell Financial Services
Arkansas
$243K -$150K -1,752 -38%
CIA
157
Capital Investment Advisors
Georgia
$243K +$86 +1 +0%
AWM
158
Apollon Wealth Management
South Carolina
$234K +$12.8K +150 +6%
AWS
159
Atria Wealth Solutions
New York
$233K -$43.6K -501 -16%
FA
160
Fiduciary Alliance
South Carolina
$233K +$233K +2,725 New
BFWA
161
Benchmark Financial Wealth Advisors
Florida
$233K +$233K +2,722 New
SPC
162
Sigma Planning Corp
Michigan
$230K -$41K -479 -15%
DC
163
Davenport & Co
Virginia
$225K -$33.7K -394 -13%
PCM
164
Pointe Capital Management
Michigan
$221K – – –
Corient Private Wealth
165
Corient Private Wealth
Florida
$219K -$47K -549 -18%
EWA
166
EP Wealth Advisors
California
$215K +$215K +2,514 New
MC
167
Moors & Cabot
Massachusetts
$206K -$57.4K -671 -22%
AWM
168
AllSquare Wealth Management
New York
$206K – – –
RCWM
169
Royal Capital Wealth Management
Indiana
$205K +$205K +2,400 New
AHC
170
Adell Harriman & Carpenter
Texas
$205K +$205K +2,400 New
PA
171
Promethium Advisors
Maryland
$205K -$21.4K -250 -9%
CGA
172
Crescent Grove Advisors
Illinois
$204K +$204K +2,379 New
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$203K +$148K +1,724 +268%
William Blair & Company
174
William Blair & Company
Illinois
$195K – – –
ACA
175
Aptus Capital Advisors
Alabama
$194K +$15.2K +178 +9%
5 6
7
8 9