IYG icon

iShares US Financial Services ETF

247 hedge funds and large institutions have $1.2B invested in iShares US Financial Services ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 19 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 funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.24% less ownership

Funds ownership: 61.91%61.66% (-0.24%)

52% less call options, than puts

Call options by funds: $439K | Put options by funds: $914K

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$439K
Puts
$914K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
201
Mather Group
Illinois
$48.7K
PWA
202
Physician Wealth Advisors
Utah
$47.4K
AC
203
AlphaCore Capital
California
$46.9K
PS
204
Principal Securities
Iowa
$40.4K
SIC
205
Salem Investment Counselors
North Carolina
$40.3K
HFS
206
Hopwood Financial Services
Virginia
$37.2K
SAM
207
Smartleaf Asset Management
Massachusetts
$36.3K
HIA
208
Harbor Investment Advisory
Maryland
$34.3K
FC
209
Fairscale Capital
New Hampshire
$30.7K
SWA
210
SOA Wealth Advisors
New York
$30.5K
FFA
211
Frazier Financial Advisors
Ohio
$30.4K
CI
212
CX Institutional
Indiana
$30K
RF
213
Roxbury Financial
New Jersey
$27K
Bessemer Group
214
Bessemer Group
New Jersey
$27K
SWP
215
Strategic Wealth Partners
Ohio
$26.9K
TCM
216
Triumph Capital Management
Colorado
$25.8K
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K
CAL
218
Capital Advisors Ltd
Ohio
$23K
NFSG
219
Newbridge Financial Services Group
Florida
$22.5K
AA
220
Ancora Advisors
Ohio
$21.5K
GEA
221
Glen Eagle Advisors
New Jersey
$19.4K
MNA
222
Manning & Napier Advisors
New York
$19.1K
ITIM
223
Indiana Trust & Investment Management
Indiana
$18K
Simplex Trading
224
Simplex Trading
Illinois
$17K
MWM
225
Mascoma Wealth Management
New Hampshire
$16.9K