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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 %
CFP
201
Comprehensive Financial Planning
Pennsylvania
$50.5K +$157 +2 +0.3%
PA
202
Parallel Advisors
California
$48.8K +$157 +2 +0.3%
CWC
203
Carolinas Wealth Consulting
North Carolina
$47.1K – – –
MG
204
Mather Group
Illinois
$42.7K – – –
TSMHT
205
Thurston Springer Miller Herd & Titak
Indiana
$41.9K – – –
AWM
206
AE Wealth Management
Kansas
$41.5K +$4.32K +55 +12%
PWA
207
Physician Wealth Advisors
Utah
$41.5K +$79 +1 +0.2%
SIC
208
Salem Investment Counselors
North Carolina
$35.3K – – –
Bessemer Group
209
Bessemer Group
New Jersey
$28K +$10.1K +126 +56%
FC
210
Fairscale Capital
New Hampshire
$26.9K – – –
FFA
211
Frazier Financial Advisors
Ohio
$26.6K – – –
SWA
212
SOA Wealth Advisors
New York
$26.6K +$79 +1 +0.3%
RF
213
Roxbury Financial
New Jersey
$25.2K +$83 +1 +0.3%
PSFG
214
Park Square Financial Group
Georgia
$23.6K +$23.6K +300 New
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.4K – – –
HIA
216
Harbor Investment Advisory
Maryland
$21.2K – – –
CAL
217
Capital Advisors Ltd
Ohio
$20K +$10K +126 +101%
NFSG
218
Newbridge Financial Services Group
Florida
$19.6K +$78 +1 +0.4%
AF
219
Atala Financial
California
$18.9K – – –
AA
220
Ancora Advisors
Ohio
$18.9K – – –
AF
221
Allworth Financial
California
$18.2K – – –
EWA
222
EverSource Wealth Advisors
Alabama
$18.2K – – –
TFGT
223
TS Financial Group (TSFG)
Illinois
$18K – – –
GEA
224
Glen Eagle Advisors
New Jersey
$17K – – –
CIAS
225
Capital Investment Advisory Services
North Carolina
$16.3K -$8.49K -108 -34%
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