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iShares US Financial Services ETF

249 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 22 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $4.29M

6% more capital invested

Capital invested by funds: $1.05B → $1.12B (+$68.3M)

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0.26% less ownership

Funds ownership: 62.21%61.94% (-0.26%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 253249 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
249
Holders Change
-4
Holders Change %
-1.58%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
83
Reduced
79
Closed
24
Calls
$5.36M
Puts
$4.29M
Net Calls
+$1.07M
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$251K +$873 +11 +0.4%
MA
152
Mutual Advisors
Nebraska
$248K
OIA
153
OneDigital Investment Advisors
Kansas
$247K +$79 +1 +0%
CIC
154
Carnegie Investment Counsel
Ohio
$245K -$380K -4,790 -63%
YWS
155
Yarger Wealth Strategies
Ohio
$244K +$476 +6 +0.2%
CA
156
Clearstead Advisors
Ohio
$244K +$226K +2,848 New
KWA
157
Kingswood Wealth Advisors
California
$244K -$164K -2,068 -42%
SFS
158
Sowell Financial Services
Arkansas
$243K -$139K -1,752 -38%
CIA
159
Capital Investment Advisors
Georgia
$243K +$79 +1 +0%
AWM
160
Apollon Wealth Management
South Carolina
$234K +$11.9K +150 +6%
AWS
161
Atria Wealth Solutions
New York
$233K -$39.7K -501 -16%
FA
162
Fiduciary Alliance
South Carolina
$233K +$216K +2,725 New
BFWA
163
Benchmark Financial Wealth Advisors
Florida
$233K +$216K +2,722 New
SPC
164
Sigma Planning Corp
Michigan
$230K -$38K -479 -15%
DC
165
Davenport & Co
Virginia
$225K -$31.3K -394 -13%
PCM
166
Pointe Capital Management
Michigan
$221K
Corient Private Wealth
167
Corient Private Wealth
Florida
$219K -$43.5K -548 -18%
EWA
168
EP Wealth Advisors
California
$215K +$199K +2,514 New
MC
169
Moors & Cabot
Massachusetts
$206K -$53.2K -671 -22%
AWM
170
AllSquare Wealth Management
New York
$206K
AHC
171
Adell Harriman & Carpenter
Texas
$205K +$190K +2,400 New
RCWM
172
Royal Capital Wealth Management
Indiana
$205K +$190K +2,400 New
PA
173
Promethium Advisors
Maryland
$205K -$19.8K -250 -9%
CGA
174
Crescent Grove Advisors
Illinois
$204K +$189K +2,379 New
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$203K +$137K +1,724 +268%

IYG Hedge Fund Activity: Q2 2025 in Review

249 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2025, worth a combined $1.12B — up 6.5% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IYG and 22 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $8.58M. The largest seller was RiverFront Investment Group, cutting an estimated $16.5M.

  • 249 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $1.12B of iShares US Financial Services ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 22 funds opened new iShares US Financial Services ETF positions in Q2 2025 and 24 closed out, a net change of -2 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2025 was Morgan Stanley, an estimated $8.58M added.
  • The largest iShares US Financial Services ETF seller in Q2 2025 was RiverFront Investment Group, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2025.