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iShares US Financial Services ETF

252 hedge funds and large institutions have $1.2B invested in iShares US Financial Services ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $1.12B → $1.2B (+$82.2M)

1% more funds holding

Funds holding: 249252 (+3)

9% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.24% less ownership

Funds ownership: 61.94%61.71% (-0.24%)

52% less call options, than puts

Call options by funds: $439K | Put options by funds: $914K

Holders
252
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
81
Reduced
74
Closed
19
Calls
$439K
Puts
$914K
Net Calls
-$475K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$129M +$1.8M +20,530 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$119M +$2.4M +27,298 +2%
Morgan Stanley
3
Morgan Stanley
New York
$96.4M +$1.27M +14,438 +1%
Goldman Sachs
4
Goldman Sachs
New York
$94.2M -$1.26M -14,343 -1%
Bank of America
5
Bank of America
North Carolina
$45M +$779K +8,857 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$44.2M +$3.15M +35,792 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$43.1M -$734K -8,345 -2%
LPL Financial
8
LPL Financial
California
$40.8M +$2.44M +27,714 +6%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$36.3M +$981K +11,164 +3%
KA
10
Kozak & Associates
Colorado
$35.9M +$8.64M +98,267 +31%
FIA
11
Foundations Investment Advisors
Arizona
$34.6M -$10.5M -119,679 -24%
Wells Fargo
12
Wells Fargo
California
$34.4M -$289K -3,293 -0.8%
JP Morgan Chase
13
JP Morgan Chase
New York
$27.6M +$821K +9,337 +3%
PCH
14
PGIM Custom Harvest
New Jersey
$27M -$376K -4,274 -1%
CWM
15
Circle Wealth Management
New Jersey
$26.4M
MML Investors Services
16
MML Investors Services
Massachusetts
$21.2M +$18.6M +211,138 +844%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$18.8M -$289K -3,292 -2%
Ameriprise
18
Ameriprise
Minnesota
$16.9M +$7.32M +83,297 +79%
PAG
19
Private Advisor Group
New Jersey
$15.3M +$707K +8,043 +5%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$14.5M -$204K -2,324 -1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$14.5M +$233K +2,652 +2%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$13.7M -$300K -3,415 -2%
HCP
23
Holt Capital Partners
Texas
$12.4M +$761K +8,660 +7%
AFG
24
Arkansas Financial Group
Arkansas
$10.4M -$216K -2,454 -2%
UBS Group
25
UBS Group
Switzerland
$10.4M -$959K -10,915 -9%

IYG Hedge Fund Activity: Q3 2025 in Review

252 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q3 2025, worth a combined $1.2B — up 7.3% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYG positions and 19 closed out — a net gain of 7 holders — while 81 added to existing stakes and 74 trimmed.

The largest buyer was MML Investors Services, adding an estimated $18.6M. The largest seller was Foundations Investment Advisors, cutting an estimated $10.5M.

  • 252 institutional investors held iShares US Financial Services ETF (IYG) as of Q3 2025, up from 249 in Q2 2025.
  • Funds reported $1.2B of iShares US Financial Services ETF stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 26 funds opened new iShares US Financial Services ETF positions in Q3 2025 and 19 closed out, a net change of +7 holders.
  • The largest iShares US Financial Services ETF buyer in Q3 2025 was MML Investors Services, an estimated $18.6M added.
  • The largest iShares US Financial Services ETF seller in Q3 2025 was Foundations Investment Advisors, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2025.