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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 %
BCI
151
Brinker Capital Investments
Pennsylvania
$244K -$16.9K -215 -6%
SFC
152
Swisher Financial Concepts
Ohio
$244K +$244K +3,101 New
Citadel Advisors
153
Citadel Advisors
Florida
$243K – – –
MC
154
Moors & Cabot
Massachusetts
$242K -$5.11K -65 -2%
MFG
155
Magnus Financial Group
New York
$238K +$31.3K +399 +15%
TC
156
TownSquare Capital
Utah
$237K +$237K +3,022 New
DC
157
Davenport & Co
Virginia
$237K +$1.49K +19 +0.6%
UBP
158
Union Bancaire Privee
Switzerland
$233K – – –
BDF
159
Black Diamond Financial
Maryland
$230K – – –
IAIM
160
International Assets Investment Management
Florida
$229K -$30.6K -390 -12%
OIA
161
OneDigital Investment Advisors
Kansas
$227K +$157 +2 +0.1%
YWS
162
Yarger Wealth Strategies
Ohio
$223K +$471 +6 +0.2%
CIA
163
Capital Investment Advisors
Georgia
$223K – – –
CRC
164
Curi RMB Capital
Illinois
$219K – – –
SPIA
165
Steward Partners Investment Advisory
New York
$217K -$594K -7,562 -73%
MA
166
Mutual Advisors
Nebraska
$215K -$53.7K -699 -20%
Wolverine Trading
167
Wolverine Trading
Illinois
$209K -$310K -3,992 -60%
PA
168
Promethium Advisors
Maryland
$207K – – –
OCM
169
One Capital Management
California
$204K +$204K +2,600 New
PCM
170
Pointe Capital Management
Michigan
$203K -$7.07K -90 -3%
AWM
171
Apollon Wealth Management
South Carolina
$203K +$203K +2,581 New
AWM
172
AllSquare Wealth Management
New York
$189K – – –
William Blair & Company
173
William Blair & Company
Illinois
$179K +$2.12K +27 +1%
FFA
174
Founders Financial Alliance
North Carolina
$179K +$393 +5 +0.2%
ACA
175
Aptus Capital Advisors
Alabama
$164K -$7.39K -94 -4%
5 6
7
8 9