iShares US Financial Services ETF
IYG
254 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, 64 reducing their positions, and 22 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
38% more call options, than puts
Call options by funds: $3.85M | Put options by funds: $2.79M
36% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 64
9% more capital invested
Capital invested by funds: $966M → $1.05B (+$85.8M)
2% more funds holding
Funds holding: 249 → 254 (+5)
1.13% more ownership
Funds ownership: 61.01% → 62.14% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$39.1M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$10.1M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$6.29M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$5.67M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$9.9M |
| 2 |
Goldman Sachs
New York
|
-$4.04M |
| 3 |
BlackRock
New York
|
-$2.4M |
| 4 |
HCMG
Howard Capital Management Group
Los Angeles,
California
|
-$1.19M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$1.01M |
IYG Hedge Fund Activity: Q1 2025 in Review
254 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q1 2025, worth a combined $1.05B — up 8.9% from $966M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IYG positions and 22 closed out — a net gain of 12 holders — while 87 added to existing stakes and 64 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $39.1M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $9.9M sold.
- 254 institutional investors held iShares US Financial Services ETF (IYG) as of Q1 2025, up from 249 in Q4 2024.
- Funds reported $1.05B of iShares US Financial Services ETF stock for Q1 2025, up 8.9% quarter-over-quarter.
- 34 funds opened new iShares US Financial Services ETF positions in Q1 2025 and 22 closed out, a net change of +12 holders.
- The largest iShares US Financial Services ETF buyer in Q1 2025 was Foundations Investment Advisors, an estimated $39.1M added.
- The largest iShares US Financial Services ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $9.9M sold.
Based on aggregated 13F filings for Q1 2025.