IYG icon

iShares US Financial Services ETF

257 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 251257 (+6)

1% less call options, than puts

Call options by funds: $959K | Put options by funds: $969K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
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
$959K
Puts
$969K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$288K
UBP
152
Union Bancaire Privee
Switzerland
$279K
SFM
153
Signet Financial Management
New Jersey
$277K
ICP
154
Interchange Capital Partners
Pennsylvania
$274K
BDF
155
Black Diamond Financial
Maryland
$270K
IAIM
156
International Assets Investment Management
Florida
$270K
CIA
157
Capital Investment Advisors
Georgia
$266K
FA
158
Fiduciary Alliance
South Carolina
$265K
SFS
159
Sowell Financial Services
Arkansas
$265K
YWS
160
Yarger Wealth Strategies
Ohio
$264K
CA
161
Clearstead Advisors
Ohio
$263K
MA
162
Mutual Advisors
Nebraska
$258K
PCM
163
Pointe Capital Management
Michigan
$257K
AC
164
AlphaCore Capital
California
$256K
AWM
165
Apollon Wealth Management
South Carolina
$252K
SFC
166
Swisher Financial Concepts
Ohio
$248K
DAS
167
Diversify Advisory Services
Utah
$244K
MGIA
168
Matthew Goff Investment Advisor
Texas
$240K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$240K
DC
170
Davenport & Co
Virginia
$238K
QWP
171
Quotient Wealth Partners
Texas
$229K
USCWA
172
U.S. Capital Wealth Advisors
Texas
$226K
MC
173
Moors & Cabot
Massachusetts
$222K
AHC
174
Adell Harriman & Carpenter
Texas
$221K
RCWM
175
Royal Capital Wealth Management
Indiana
$221K