iShares US Financial Services ETF
265 hedge funds and large institutions have $1.51B invested in iShares US Financial Services ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 25 closing their positions.
36% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 25
29% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 72
10.79% more ownership
Funds ownership: 69.37% → 80.15% (+11%)
5% more capital invested
Capital invested by funds: $1.43B → $1.51B (+$75.7M)
2% more funds holding
Funds holding: 261 → 265 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$145M |
| 2 |
JP Morgan Chase
New York
|
+$31.8M |
| 3 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$28.1M |
| 4 |
Two Sigma Investments
New York
|
+$16.4M |
| 5 |
OCA
OpenArc Corporate Advisory
Atlanta,
Georgia
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$12.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.27M |
| 3 |
SCA
Southern Capital Advisors
Jackson,
Tennessee
|
-$5.95M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$5.74M |
| 5 |
Morgan Stanley
New York
|
-$3.99M |
IYG Hedge Fund Activity: Q1 2026 in Review
265 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q1 2026, worth a combined $1.51B — up 5.3% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IYG positions and 25 closed out — a net gain of 9 holders — while 93 added to existing stakes and 72 trimmed.
The largest buyer was Dynasty Wealth Management, adding an estimated $145M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $12.8M.
- 265 institutional investors held iShares US Financial Services ETF (IYG) as of Q1 2026, up from 261 in Q4 2025.
- Funds reported $1.51B of iShares US Financial Services ETF stock for Q1 2026, up 5.3% quarter-over-quarter.
- 34 funds opened new iShares US Financial Services ETF positions in Q1 2026 and 25 closed out, a net change of +9 holders.
- The largest iShares US Financial Services ETF buyer in Q1 2026 was Dynasty Wealth Management, an estimated $145M added.
- The largest iShares US Financial Services ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2026.