IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

246 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 21 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-4
Holders Change %
-1.6%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
82
Reduced
78
Closed
23
Calls
$5.36M
Puts
$4.29M
Net Calls
+$1.07M
Net Calls Change
+$10K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$90.9M
2
PCH
PGIM Custom Harvest
New Jersey
$26.1M
3
Two Sigma Investments
Two Sigma Investments
New York
$4.61M
4
KA
Kozak & Associates
Colorado
$27.6M
5
FIA
Foundations Investment Advisors
Arizona
$43.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
4
Raymond James Financial
Raymond James Financial
Florida
$41.9M
5
UBS Group
UBS Group
Switzerland
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$121M -$17.8M -208,373 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M -$11.2M -130,972 -9%
Goldman Sachs
3
Goldman Sachs
New York
$91.2M -$1.89M -22,123 -2%
Morgan Stanley
4
Morgan Stanley
New York
$90.9M +$9.26M +108,142 +11%
FIA
5
Foundations Investment Advisors
Arizona
$43.3M +$1.76M +20,565 +4%
Bank of America
6
Bank of America
North Carolina
$42.2M +$224K +2,614 +0.5%
Raymond James Financial
7
Raymond James Financial
Florida
$41.9M -$5.58M -65,224 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$39.1M -$613K -7,157 -2%
LPL Financial
9
LPL Financial
California
$36.6M -$2.71M -31,674 -7%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$33.7M -$252K -2,946 -0.7%
Wells Fargo
11
Wells Fargo
California
$33.2M -$899K -10,506 -3%
KA
12
Kozak & Associates
Colorado
$27.6M +$4.3M +49,900 +19%
PCH
13
PGIM Custom Harvest
New Jersey
$26.1M +$7.74M +90,472 +42%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$25.6M +$1.2M +14,061 +5%
CWM
15
Circle Wealth Management
New Jersey
$25.2M – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$18.2M -$1.88M -21,920 -9%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$14.1M -$193K -2,250 -1%
PAG
18
Private Advisor Group
New Jersey
$14M +$676K +7,903 +5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$13.6M +$115K +1,347 +0.9%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$13.4M -$98K -1,145 -0.7%
HCP
21
Holt Capital Partners
Texas
$11.1M +$319K +3,722 +3%
UBS Group
22
UBS Group
Switzerland
$10.8M -$4.14M -48,311 -28%
ACM
23
Anfield Capital Management
California
$10.6M -$139K -1,628 -1%
AFG
24
Arkansas Financial Group
Arkansas
$9.99M -$327K -3,802 -3%
SA
25
SAM Advisors
California
$9.91M +$193K +2,253 +2%
1
2 3 4 5