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iShares U.S. Financial Services ETF (IYG) Institutional Ownership

iShares U.S. Financial Services ETF logo
$86.95 +0.70 (+0.81%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$268.02M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$47.32M
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IYG Institutional Buying and Selling by Quarter

iShares U.S. Financial Services ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Wealth Enhancement Advisory Services LLC10,923$955K0.0%+62.5%0.051%
7/10/2025Focus Financial Network Inc.33,509$2.87M0.1%+9.8%0.157%
7/9/2025Fiduciary Alliance LLC2,725$233K0.0%N/A0.013%
7/7/2025 OMNI 360 Wealth Inc.13,362$1.14M0.6%+4.4%0.063%
5/21/2025Geneos Wealth Management Inc.18,001$1.41M0.0%-17.3%0.086%
5/20/2025Focus Partners Wealth6,826$536K0.0%+11.2%0.033%
5/16/2025Goldman Sachs Group Inc.1,087,482$85.42M0.0%-4.4%5.142%
5/16/2025Jones Financial Companies Lllp3,521$277K0.0%-79.5%0.017%
5/16/2025NewEdge Advisors LLC10,232$804K0.0%+17.4%0.049%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.126,342$9.92M1.5%+8.3%0.603%
5/15/2025Federation des caisses Desjardins du Quebec62,859$4.94M0.0%+2.2%0.300%
5/15/2025Royal Bank of Canada464,453$36.48M0.0%-1.1%2.217%
5/15/2025MAI Capital Management1,900$149K0.0%-17.7%0.009%
5/15/2025Baird Financial Group Inc.8,374$658K0.0%+1.5%0.040%
5/14/2025Northwestern Mutual Wealth Management Co.29,751$2.34M0.0%-3.7%0.142%
5/14/2025Kestra Advisory Services LLC13,688$1.08M0.0%+62.0%0.065%
5/14/2025PGIM Custom Harvest LLC214,564$16.85M0.4%+57.2%1.024%
5/13/2025Raymond James Financial Inc.554,176$43.53M0.0%-0.4%2.645%
5/13/2025Anfield Capital Management LLC125,619$9.87M3.6%N/A0.600%
5/13/2025HighTower Advisors LLC53,800$4.23M0.0%+2.7%0.257%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,857$616K0.0%+17.4%0.038%
5/12/2025National Bank of Canada FI24,455$1.92M0.0%+3.3%0.117%
5/12/2025WBH Advisory Inc.3,571$281K0.0%N/A0.017%
5/12/2025Y.D. More Investments Ltd650$51K0.0%+85.7%0.003%
5/9/2025Chicago Partners Investment Group LLC3,512$277K0.0%+7.2%0.017%
5/9/2025Horizon Family Wealth Inc.4,839$380K0.3%-6.5%0.023%
5/9/2025Scotia Capital Inc.67,143$5.27M0.0%-0.2%0.320%
5/9/2025PNC Financial Services Group Inc.2,008$158K0.0%-9.5%0.010%
5/8/2025US Bancorp DE11,069$869K0.0%-3.3%0.053%
5/7/2025Foundations Investment Advisors LLC484,931$38.09M0.7%N/A2.315%
5/7/2025LPL Financial LLC459,449$36.09M0.0%+5.7%2.193%
5/7/2025Allium Financial Advisors LLC4,444$349K0.3%N/A0.021%
5/7/2025SAM Advisors LLC113,554$8.92M3.3%-3.5%0.542%
5/7/2025Caliber Wealth Management LLC KS16,542$1.30M0.2%N/A0.079%
5/6/2025Cetera Investment Advisers45,419$3.57M0.0%+0.7%0.217%
5/6/2025Avantax Advisory Services Inc.8,841$694K0.0%+21.1%0.042%
5/6/2025Carnegie Investment Counsel7,650$547K0.0%+43.7%0.037%
5/6/2025Quadrant Private Wealth Management LLC7,438$584K0.1%-11.3%0.036%
5/5/2025J.W. Cole Advisors Inc.59,342$4.66M0.1%-2.4%0.283%
5/5/2025Private Advisor Group LLC155,282$12.20M0.1%+50.4%0.741%
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5/2/2025Apollon Wealth Management LLC2,581$203K0.0%N/A0.012%
5/2/2025Sigma Planning Corp3,163$248K0.0%+9.5%0.015%
5/1/2025Family Firm Inc.31,898$2.51M0.6%-0.4%0.152%
5/1/2025Fifth Third Securities Inc.22,840$1.79M0.2%+0.9%0.109%
5/1/2025Kesler Norman & Wride LLC5,306$417K0.1%-3.4%0.025%
4/30/2025Cerity Partners LLC9,238$726K0.0%+23.5%0.044%
4/30/2025New Insight Wealth Advisors7,023$552K0.3%+20.1%0.034%
4/30/2025 OMNI 360 Wealth Inc.12,793$1.01M0.6%+9.8%0.061%
4/30/2025Brown Advisory Inc.13,350$1.05M0.0%N/A0.064%
4/30/2025Bank Hapoalim BM7,918$622K0.1%-2.5%0.038%
4/29/2025Envestnet Asset Management Inc.1,427,297$112.11M0.0%-0.8%6.813%
4/28/2025Mutual Advisors LLC2,800$215K0.0%-20.0%0.013%
4/25/2025Koshinski Asset Management Inc.20,683$1.63M0.1%-0.7%0.099%
4/24/2025Sunbelt Securities Inc.1,022$80K0.0%-87.4%0.005%
4/24/20253Chopt Investment Partners LLC1,283$101K0.0%N/A0.006%
4/23/2025Cottonwood Capital Advisors LLC12,477$980K0.7%-1.4%0.060%
4/23/2025Sequoia Financial Advisors LLC3,153$248K0.0%N/A0.015%
4/23/2025International Assets Investment Management LLC2,917$229K0.0%-11.8%0.014%
4/23/2025Southern Capital Advisors LLC60,606$4.76M2.6%+2.8%0.289%
4/23/2025Valmark Advisers Inc.3,276$257K0.0%N/A0.016%
4/23/2025Oppenheimer & Co. Inc.7,680$603K0.0%+45.0%0.037%
4/22/2025Cambridge Investment Research Advisors Inc.17,640$1.39M0.0%+15.4%0.084%
4/21/2025Kingswood Wealth Advisors LLC4,913$386K0.0%-30.5%0.023%
4/18/2025Financial Freedom LLC1,187$93K0.1%-48.4%0.006%
4/17/2025Sowell Financial Services LLC4,590$361K0.0%N/A0.022%
4/17/2025Janney Montgomery Scott LLC234,946$18.46M0.1%-2.0%1.121%
4/17/2025Arkansas Financial Group Inc.119,976$8.64M1.5%-3.2%0.573%
4/16/2025Wealth Enhancement Advisory Services LLC6,720$528K0.0%+53.7%0.032%
4/16/2025Howard Capital Management Group LLC99,147$7.79M0.6%-12.9%0.473%
4/16/2025Ferguson Wellman Capital Management Inc.157,911$12.40M0.2%-0.3%0.754%
4/15/2025Focus Financial Network Inc.30,524$2.40M0.1%+75.0%0.146%
4/15/2025Kozak & Associates Inc.269,566$19.98M5.0%+3.0%1.287%
4/15/2025Wealthcare Advisory Partners LLC3,759$295K0.0%+17.1%0.018%
4/14/2025Park Avenue Securities LLC4,801$377K0.0%+9.4%0.023%
4/14/2025Charter Oak Capital Management LLC6,414$504K0.0%N/A0.031%
4/11/2025Magnus Financial Group LLC3,035$238K0.0%+15.1%0.014%
4/10/2025Lakeshore Capital Group Inc.8,219$646K0.6%N/A0.038%
4/9/2025Swisher Financial Concepts Inc.3,101$244K0.2%N/A0.014%
4/9/2025 NBC Securities Inc.833$65K0.0%N/A0.004%
4/7/2025GAMMA Investing LLC103,922$8.16M0.0%+7,755.0%0.483%
4/7/2025AdvisorNet Financial Inc34,903$2.74M0.2%+1,248.1%0.162%
4/2/2025Marcum Wealth LLC6,156$484K0.0%-2.6%0.029%
3/17/2025Wealth Enhancement Advisory Services LLC4,372$340K0.0%+24.7%0.020%
3/12/2025Centaurus Financial Inc.3,879$302K0.0%-9.0%0.018%
3/5/2025Castle Rock Wealth Management LLC7,073$596K0.1%-29.2%0.035%
2/27/2025Bernard Wealth Management Corp.35,361$2.75M1.3%N/A0.175%
2/25/2025B. Riley Wealth Advisors Inc.6,501$506K0.0%-5.4%0.032%
2/18/2025Sunbelt Securities Inc.8,103$630K0.1%-14.9%0.040%
2/17/2025Wolverine Trading LLC6,687$520K0.0%+52.4%0.033%
2/17/2025Vivaldi Capital Management LP3,321$277K0.0%N/A0.016%
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2/17/2025Royal Bank of Canada469,617$36.54M0.0%-0.3%2.325%
2/17/2025Quantinno Capital Management LP9,710$756K0.0%N/A0.048%
2/17/2025Guardian Wealth Advisors LLC NC1,500$117K0.0%N/A0.007%
2/17/2025Focus Partners Wealth6,141$478K0.0%+60.8%0.030%
2/17/2025EP Wealth Advisors LLC2,097$163K0.0%-6.7%0.010%
2/17/2025Cresset Asset Management LLC6,422$500K0.0%-20.4%0.032%
2/17/2025Cetera Investment Advisers45,105$3.51M0.0%+75.0%0.223%
2/17/2025Captrust Financial Advisors169,701$13.20M0.0%-8.2%0.840%
2/17/2025Baird Financial Group Inc.8,247$642K0.0%+29.6%0.041%
2/17/2025Bank of America Corp DE462,205$35.96M0.0%+8.3%2.288%
(Data available from 1/1/2016 forward)

IYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYG shares?

During the previous two years, 220 institutional investors and hedge funds held shares of iShares U.S. Financial Services ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($121.11M), Envestnet Asset Management Inc. ($112.11M), Goldman Sachs Group Inc. ($85.42M), Modera Wealth Management LLC ($44.84M), Raymond James Financial Inc. ($43.53M), Raymond James & Associates ($39.89M), and Foundations Investment Advisors LLC ($38.09M).Learn more on iShares U.S. Financial Services ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Financial Services ETF's stock?

Of the 184 institutional investors that purchased iShares U.S. Financial Services ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.11M), RiverFront Investment Group LLC ($1.07M), Modera Wealth Management LLC ($579.95K), Foundations Investment Advisors LLC ($484.93K), International Assets Investment Management LLC ($473.27K), Raymond James & Associates ($411.55K), and Envestnet Asset Management Inc. ($400.20K).

How much institutional buying is happening at iShares U.S. Financial Services ETF?

Institutional investors have bought a total of 3,576,114 shares in the last 24 months. This purchase volume represents approximately $272.29M in transactions.

Which of iShares U.S. Financial Services ETF's major shareholders have been selling company stock?

Of the 72 institutional investors that sold iShares U.S. Financial Services ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($257.92K), Goldman Sachs Group Inc. ($50.22K), Envestnet Asset Management Inc. ($31.70K), HighTower Advisors LLC ($25.69K), Arkansas Financial Group Inc. ($19.61K), Howard Capital Management Group LLC ($15.31K), and Captrust Financial Advisors ($15.26K).

How much institutional selling is happening at iShares U.S. Financial Services ETF?

Institutional investors have sold a total of 620,468 shares in the last 24 months. This volume of shares sold represents approximately $47.44M in transactions.


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This page (NYSEARCA:IYG) was last updated on 7/10/2025 by MarketBeat.com Staff
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