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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 %
TPCW
176
TD Private Client Wealth
New York
$162K – – –
Citigroup
177
Citigroup
New York
$161K -$1.57K -20 -1%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$158K -$16.6K -211 -10%
MCM
179
MAI Capital Management
Ohio
$149K -$32.2K -410 -18%
RIL
180
Rothschild Investment LLC
Illinois
$139K – – –
CCMW
181
Cypress Capital Management (Wyoming)
Wyoming
$131K -$8.41K -107 -6%
GWANC
182
Guardian Wealth Advisors (North Carolina)
North Carolina
$118K – – –
GI
183
GAMMA Investing
California
$104K – – –
3IP
184
3Chopt Investment Partners
Virginia
$101K +$101K +1,283 New
FFL
185
Financial Freedom LLC
Ohio
$93.2K -$87.4K -1,113 -48%
PTC
186
Private Trust Company
Ohio
$91.1K – – –
HI
187
Harbour Investments
Wisconsin
$89.3K -$4.72K -60 -5%
SS
188
Sunbelt Securities
Texas
$80.3K -$556K -7,081 -87%
S
189
SignatureFD
Georgia
$80K – – –
MEG
190
Millstone Evans Group
Colorado
$79.7K – – –
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$72.5K +$44K +560 +154%
AAP
192
Arax Advisory Partners
Colorado
$71.2K +$3.85K +49 +6%
MHR
193
Matthew Hamilton Rosenberg
$70.7K – – –
NS
194
NBC Securities
Alabama
$65K +$65K +833 New
CCM
195
Coldstream Capital Management
Washington
$58.9K +$58.9K +750 New
T
196
Tidemark
California
$56.3K – – –
CTC
197
Central Trust Company
Missouri
$55.9K +$157 +2 +0.3%
HFS
198
Hopwood Financial Services
Virginia
$55.5K +$157 +2 +0.3%
YDMI
199
Y.D. More Investments
Israel
$50.8K +$23.4K +300 +86%
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$50.6K +$50.6K +644 New
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