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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 %
RIG
1
RiverFront Investment Group
Virginia
$128M +$5.53M +70,342 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$112M -$882K -11,229 -0.8%
Goldman Sachs
3
Goldman Sachs
New York
$85.4M -$3.94M -50,219 -4%
Morgan Stanley
4
Morgan Stanley
New York
$74.9M +$3.36M +42,752 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$43.5M -$173K -2,208 -0.4%
Bank of America
6
Bank of America
North Carolina
$38.5M +$2.23M +28,450 +6%
FIA
7
Foundations Investment Advisors
Arizona
$38.1M +$38.1M +484,931 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$36.5M -$406K -5,164 -1%
LPL Financial
9
LPL Financial
California
$36.1M +$1.95M +24,828 +6%
Wells Fargo
10
Wells Fargo
California
$31.3M +$637K +8,114 +2%
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$31.2M +$535K +6,815 +2%
CWM
12
Circle Wealth Management
New Jersey
$23.1M – – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$22.4M +$1.42M +18,095 +7%
KA
14
Kozak & Associates
Colorado
$20M +$588K +7,930 +3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$18.5M -$383K -4,871 -2%
PCH
16
PGIM Custom Harvest
New Jersey
$16.9M +$6.13M +78,102 +57%
UBS Group
17
UBS Group
Switzerland
$13.7M -$688K -8,764 -5%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$13.1M -$234K -2,977 -2%
FWCM
19
Ferguson Wellman Capital Management
Oregon
$12.4M -$32.6K -415 -0.3%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$12.4M +$422K +5,378 +4%
PAG
21
Private Advisor Group
New Jersey
$12.2M +$4.09M +52,060 +50%
HCP
22
Holt Capital Partners
Texas
$9.92M +$760K +9,676 +8%
ACM
23
Anfield Capital Management
California
$9.87M +$9.87M +125,619 New
SA
24
SAM Advisors
California
$8.92M -$319K -4,061 -3%
AFG
25
Arkansas Financial Group
Arkansas
$8.64M -$289K -4,017 -3%
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