iShares US Financial Services ETF
261 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 27 closing their positions.
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
35% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 68
19% more capital invested
Capital invested by funds: $1.2B → $1.43B (+$227M)
7.66% more ownership
Funds ownership: 61.71% → 69.37% (+7.7%)
4% more funds holding
Funds holding: 252 → 261 (+9)
1% less call options, than puts
Call options by funds: $959K | Put options by funds: $969K
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$64.6M |
| 2 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$51.4M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$47.5M |
| 4 |
UW
Unique Wealth
Clearwater,
Florida
|
+$5.34M |
| 5 |
CWA
Centerline Wealth Advisors
Louisville,
Kentucky
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$33.9M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$7.63M |
| 3 |
Two Sigma Investments
New York
|
-$6.19M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.4M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$2.98M |
IYG Hedge Fund Activity: Q4 2025 in Review
261 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q4 2025, worth a combined $1.43B — up 19% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IYG positions and 27 closed out — a net gain of 13 holders — while 92 added to existing stakes and 68 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $64.6M. The largest seller was Foundations Investment Advisors, cutting an estimated $33.9M.
- 261 institutional investors held iShares US Financial Services ETF (IYG) as of Q4 2025, up from 252 in Q3 2025.
- Funds reported $1.43B of iShares US Financial Services ETF stock for Q4 2025, up 19% quarter-over-quarter.
- 40 funds opened new iShares US Financial Services ETF positions in Q4 2025 and 27 closed out, a net change of +13 holders.
- The largest iShares US Financial Services ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $64.6M added.
- The largest iShares US Financial Services ETF seller in Q4 2025 was Foundations Investment Advisors, an estimated $33.9M sold.
Based on aggregated 13F filings for Q4 2025.