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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
HFS
201
Hopwood Financial Services
Virginia
$56.4K -$3.89K -49 -7%
CFP
202
Comprehensive Financial Planning
Pennsylvania
$55.2K +$159 +2 +0.3%
PA
203
Parallel Advisors
California
$53.3K +$79 +1 +0.2%
PS
204
Principal Securities
Iowa
$53.2K -$426K -5,375 -90%
FFA
205
Founders Financial Alliance
North Carolina
$51.3K -$133K -1,674 -74%
3IP
206
3Chopt Investment Partners
Virginia
$49.6K -$55.8K -703 -55%
PTC
207
Private Trust Company
Ohio
$48.8K -$46.8K -590 -51%
AWM
208
AE Wealth Management
Kansas
$46.9K +$1.59K +20 +4%
TSMHT
209
Thurston Springer Miller Herd & Titak
Indiana
$45.7K
PWA
210
Physician Wealth Advisors
Utah
$45.3K +$79 +1 +0.2%
AC
211
AlphaCore Capital
California
$44.7K +$38.2K +481 +1,173%
SIC
212
Salem Investment Counselors
North Carolina
$38.5K
EWM
213
Evolution Wealth Management
Florida
$35.7K +$33.1K +417 New
HIA
214
Harbor Investment Advisory
Maryland
$32.8K +$8.96K +113 +42%
WPA
215
West Paces Advisors
Georgia
$31.1K +$28.8K +363 New
FC
216
Fairscale Capital
New Hampshire
$29.8K
SWA
217
SOA Wealth Advisors
New York
$29.1K +$79 +1 +0.3%
FFA
218
Frazier Financial Advisors
Ohio
$29K
AGWCA
219
Annis Gardner Whiting Capital Advisors
Florida
$26.2K +$24.3K +306 New
RF
220
Roxbury Financial
New Jersey
$25.8K
PSFG
221
Park Square Financial Group
Georgia
$25.7K
SWP
222
Strategic Wealth Partners
Ohio
$25.7K +$23.8K +300 New
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K
CAL
224
Capital Advisors Ltd
Ohio
$22K
NFSG
225
Newbridge Financial Services Group
Florida
$21.4K

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.