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iShares US Financial Services ETF

261 hedge funds and large institutions have $1.48B invested in iShares US Financial Services ETF in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

2% less capital invested

Capital invested by funds: $1.51B → $1.48B (-$25.5M)

1% less funds holding

Funds holding: 264261 (-3)

5.08% less ownership

Funds ownership: 80.15%75.07% (-5.1%)

14% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 86

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $280K

Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
29
Increased
74
Reduced
86
Closed
26
Calls
Puts
$280K
Net Calls
-$280K
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$140M -$55.6M -633,877 -29%
RIG
2
RiverFront Investment Group
Virginia
$138M +$3.97M +45,260 +3%
Goldman Sachs
3
Goldman Sachs
New York
$126M +$31.1M +354,412 +34%
JP Morgan Chase
4
JP Morgan Chase
New York
$111M -$14.8M -168,858 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M -$2.1M -23,966 -2%
Morgan Stanley
6
Morgan Stanley
New York
$98.5M +$4.76M +54,213 +5%
SWP
7
Sagespring Wealth Partners
Tennessee
$66.9M -$13.7M -156,326 -17%
OCA
8
OpenArc Corporate Advisory
Georgia
$44.1M -$24.4M -277,775 -36%
Bank of America
9
Bank of America
North Carolina
$43.4M +$843K +9,607 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$41.7M +$931K +10,611 +2%
LPL Financial
11
LPL Financial
California
$40.6M -$1.65M -18,778 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$39.5M +$1.42M +16,243 +4%
PCH
13
PGIM Custom Harvest
New Jersey
$32.8M -$254K -2,891 -0.8%
Wells Fargo
14
Wells Fargo
California
$31.2M -$899K -10,246 -3%
KA
15
Kozak & Associates
Colorado
$28.2M -$11M -124,951 -29%
CWM
16
Circle Wealth Management
New Jersey
$26.7M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$17.8M -$103K -1,172 -0.6%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$17.5M +$539K +6,150 +3%
Two Sigma Investments
19
Two Sigma Investments
New York
$14.1M -$2.76M -31,500 -17%
HCP
20
Holt Capital Partners
Texas
$13.9M +$505K +5,761 +4%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$13.4M
Ameriprise
22
Ameriprise
Minnesota
$13.3M -$4.7M -53,541 -27%
PAG
23
Private Advisor Group
New Jersey
$12M -$6.65M -75,848 -36%
AFG
24
Arkansas Financial Group
Arkansas
$11.8M +$227K +2,588 +2%
SA
25
SAM Advisors
California
$10.8M +$295K +3,360 +3%

IYG Hedge Fund Activity: Q2 2026 in Review

261 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares US Financial Services ETF (IYG) for Q2 2026, worth a combined $1.48B — down 1.7% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYG positions and 26 closed out — a net gain of 3 holders — while 74 added to existing stakes and 86 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $31.1M. The largest seller was Dynasty Wealth Management, cutting an estimated $55.6M.

  • 261 institutional investors held iShares US Financial Services ETF (IYG) as of Q2 2026, down from 264 in Q1 2026.
  • Funds reported $1.48B of iShares US Financial Services ETF stock for Q2 2026, down 1.7% quarter-over-quarter.
  • 29 funds opened new iShares US Financial Services ETF positions in Q2 2026 and 26 closed out, a net change of +3 holders.
  • The largest iShares US Financial Services ETF buyer in Q2 2026 was Goldman Sachs, an estimated $31.1M added.
  • The largest iShares US Financial Services ETF seller in Q2 2026 was Dynasty Wealth Management, an estimated $55.6M sold.

Based on aggregated 13F filings for Q2 2026.