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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
RIG
1
RiverFront Investment Group
Virginia
$121M -$16.5M -208,373 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M -$10.4M -130,972 -9%
Goldman Sachs
3
Goldman Sachs
New York
$91.2M -$1.75M -22,123 -2%
Morgan Stanley
4
Morgan Stanley
New York
$90.9M +$8.58M +108,142 +11%
FIA
5
Foundations Investment Advisors
Arizona
$43.3M +$1.63M +20,565 +4%
Bank of America
6
Bank of America
North Carolina
$42.2M +$207K +2,614 +0.5%
Raymond James Financial
7
Raymond James Financial
Florida
$41.9M -$5.17M -65,224 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$39.1M -$568K -7,157 -2%
LPL Financial
9
LPL Financial
California
$36.6M -$2.51M -31,674 -7%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$33.7M -$234K -2,946 -0.7%
Wells Fargo
11
Wells Fargo
California
$33.2M -$833K -10,506 -3%
KA
12
Kozak & Associates
Colorado
$27.6M +$3.96M +49,900 +19%
PCH
13
PGIM Custom Harvest
New Jersey
$26.1M +$7.18M +90,472 +42%
JP Morgan Chase
14
JP Morgan Chase
New York
$25.6M +$1.12M +14,061 +5%
CWM
15
Circle Wealth Management
New Jersey
$25.2M
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$18.2M -$1.74M -21,920 -9%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$14.1M -$178K -2,250 -1%
PAG
18
Private Advisor Group
New Jersey
$14M +$627K +7,903 +5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$13.6M +$107K +1,347 +0.9%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$13.4M -$90.8K -1,145 -0.7%
HCP
21
Holt Capital Partners
Texas
$11.1M +$295K +3,722 +3%
UBS Group
22
UBS Group
Switzerland
$10.8M -$3.83M -48,311 -28%
ACM
23
Anfield Capital Management
California
$10.6M -$129K -1,628 -1%
AFG
24
Arkansas Financial Group
Arkansas
$10.1M -$116K -1,463 -1%
SA
25
SAM Advisors
California
$9.91M +$179K +2,253 +2%

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.