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iShares US Financial Services ETF
IYG

Overview Fund Activity

246 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 21 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-4
Holders Change %
-1.6%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
82
Reduced
78
Closed
23
Calls
$5.36M
Puts
$4.29M
Net Calls
+$1.07M
Net Calls Change
+$10K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
PCH
2
PGIM Custom Harvest
New Jersey
$26.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
KA
4
Kozak & Associates
Colorado
$27.6M
5
FIA
5
Foundations Investment Advisors
Arizona
$43.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$121M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$41.9M
5
UBS Group
5
UBS Group
Switzerland
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Parallel Advisors
California
$53.3K +$86 +1 +0.2%
PS
202
Principal Securities
Iowa
$53.2K -$460K -5,375 -90%
FFA
203
Founders Financial Alliance
North Carolina
$51.3K -$143K -1,674 -74%
3IP
204
3Chopt Investment Partners
Virginia
$49.6K -$60.2K -703 -55%
PTC
205
Private Trust Company
Ohio
$48.8K -$50.5K -590 -51%
AWM
206
AE Wealth Management
Kansas
$46.9K +$1.71K +20 +4%
TSMHT
207
Thurston Springer Miller Herd & Titak
Indiana
$45.7K – – –
PWA
208
Physician Wealth Advisors
Utah
$45.3K +$86 +1 +0.2%
AC
209
AlphaCore Capital
California
$44.7K +$41.2K +481 +1,173%
SIC
210
Salem Investment Counselors
North Carolina
$38.5K – – –
EWM
211
Evolution Wealth Management
Florida
$35.7K +$35.7K +417 New
HIA
212
Harbor Investment Advisory
Maryland
$32.8K +$9.67K +113 +42%
WPA
213
West Paces Advisors
Georgia
$31.1K +$31.1K +363 New
FC
214
Fairscale Capital
New Hampshire
$29.8K – – –
SWA
215
SOA Wealth Advisors
New York
$29.1K +$86 +1 +0.3%
FFA
216
Frazier Financial Advisors
Ohio
$29K – – –
AGWCA
217
Annis Gardner Whiting Capital Advisors
Florida
$26.2K +$26.2K +306 New
RF
218
Roxbury Financial
New Jersey
$25.8K – – –
PSFG
219
Park Square Financial Group
Georgia
$25.7K – – –
SWP
220
Strategic Wealth Partners
Ohio
$25.7K +$25.7K +300 New
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K – – –
CAL
222
Capital Advisors Ltd
Ohio
$22K – – –
NFSG
223
Newbridge Financial Services Group
Florida
$21.4K – – –
AA
224
Ancora Advisors
Ohio
$20.5K – – –
AF
225
Allworth Financial
California
$20.3K – – –
7 8
9
10 11