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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
William Blair & Company
176
William Blair & Company
Illinois
$195K
ACA
177
Aptus Capital Advisors
Alabama
$194K +$14.1K +178 +9%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$172K
MCM
179
MAI Capital Management
Ohio
$163K +$238 +3 +0.2%
RIL
180
Rothschild Investment LLC
Illinois
$152K
GWANC
181
Guardian Wealth Advisors (North Carolina)
North Carolina
$128K
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$121K +$39.3K +495 +54%
CCMW
183
Cypress Capital Management (Wyoming)
Wyoming
$119K -$22.1K -279 -17%
NS
184
NBC Securities
Alabama
$117K +$42.8K +539 +65%
GI
185
GAMMA Investing
California
$113K
FFL
186
Financial Freedom LLC
Ohio
$97.5K -$3.81K -48 -4%
HI
187
Harbour Investments
Wisconsin
$97.3K
MEG
188
Millstone Evans Group
Colorado
$86.8K
Bessemer Group
189
Bessemer Group
New Jersey
$86K +$52K +655 +187%
YDMI
190
Y.D. More Investments
Israel
$85K +$27.8K +350 +54%
S
191
SignatureFD
Georgia
$84.7K -$2.3K -29 -3%
CI
192
CX Institutional
Indiana
$81K +$75.4K +950 New
AAP
193
Arax Advisory Partners
Colorado
$78.9K +$1.19K +15 +2%
MHR
194
Matthew Hamilton Rosenberg
$77K
GIM
195
Glenmede Investment Management
Pennsylvania
$77K +$71.4K +900 New
KFP
196
Keener Financial Planning
Texas
$77K +$71.4K +900 New
Citigroup
197
Citigroup
New York
$72.8K -$94.9K -1,196 -58%
TPCW
198
TD Private Client Wealth
New York
$70.5K -$97.9K -1,234 -60%
T
199
Tidemark
California
$61.4K
CTC
200
Central Trust Company
Missouri
$61.1K +$159 +2 +0.3%

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.