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

iShares U.S. Financial Services ETF logo
$89.23 +0.82 (+0.93%)
Closing price 04:10 PM Eastern
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$89.22 -0.01 (-0.01%)
As of 07:40 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)
130
Total
Institutional Inflows
(last 12 months)
$273.56M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$85.88M
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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
8/19/2025 Advisory Services Network LLC28,084$2.44M0.0%+43.8%0.131%
8/18/2025 Geneos Wealth Management Inc.20,457$1.75M0.0%+13.6%0.095%
8/15/2025 Corient Private Wealth LLC2,562$219K0.0%-17.6%0.012%
8/15/2025 Florida Financial Advisors LLC4,604$394K0.1%N/A0.021%
8/15/2025 Captrust Financial Advisors164,474$14.08M0.0%-1.3%0.767%
8/15/2025 Royal Capital Wealth Management LLC2,400$205K0.1%N/A0.011%
8/15/2025 Orion Porfolio Solutions LLC5,934$508K0.0%+91.0%0.028%
8/15/2025 MML Investors Services LLC25,008$2.14M0.0%+23.5%0.117%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.130,064$11.13M1.9%+2.9%0.606%
8/15/2025 IHT Wealth Management LLC44,347$3.80M0.1%+2.2%0.207%
8/15/2025 EP Wealth Advisors LLC2,514$215K0.0%N/A0.012%
8/15/2025 Curi Capital LLC3,938$337K0.0%+41.1%0.018%
8/15/2025 Bank of America Corp DE493,269$42.22M0.0%+0.5%2.300%
8/15/2025 Ameriprise Financial Inc.104,856$8.97M0.0%+5.5%0.489%
8/14/2025 Florida Financial Advisors LLC4,604$394K0.3%N/A0.021%
8/14/2025 Raymond James Financial Inc.488,952$41.85M0.0%-11.8%2.279%
8/14/2025 Quantinno Capital Management LP6,833$585K0.0%-16.4%0.032%
8/14/2025 NewEdge Advisors LLC13,697$1.17M0.0%+33.9%0.064%
8/14/2025 Qube Research & Technologies Ltd2,368$203K0.0%+267.7%0.011%
8/13/2025 PGIM Custom Harvest LLC305,036$26.11M0.5%+42.2%1.422%
8/13/2025 GeoWealth Management LLC11,642$997K0.0%-13.9%0.054%
8/13/2025 Baird Financial Group Inc.8,694$744K0.0%+3.8%0.041%
8/13/2025 Crescent Grove Advisors LLC2,379$204K0.0%N/A0.011%
8/13/2025 Beacon Pointe Advisors LLC65,026$5.57M0.1%-7.3%0.303%
8/13/2025 VestGen Advisors LLC25,847$2.21M0.1%+12.6%0.120%
8/13/2025 Scotia Capital Inc.72,676$6.22M0.0%+8.2%0.339%
8/13/2025 Northwestern Mutual Wealth Management Co.30,116$2.58M0.0%+1.2%0.140%
8/13/2025 Baltimore Washington Financial Advisors Inc.393,663$33.70M1.6%-0.7%1.835%
8/12/2025 J.W. Cole Advisors Inc.58,660$5.02M0.1%-1.1%0.273%
8/12/2025 RiverFront Investment Group LLC1,418,402$121.42M2.4%-12.8%6.613%
8/12/2025 Steward Partners Investment Advisory LLC4,008$343K0.0%+45.0%0.019%
8/12/2025 AlphaCore Capital LLC522$45K0.0%+1,173.2%0.002%
8/12/2025 JPMorgan Chase & Co.298,829$25.58M0.0%+4.9%1.393%
8/11/2025 Anfield Capital Management LLC123,991$10.61M3.5%-1.3%0.575%
8/11/2025 Y.D. More Investments Ltd1,000$85K0.0%+53.8%0.005%
8/8/2025 Cetera Investment Advisers43,951$3.76M0.0%-3.2%0.204%
8/8/2025 Creative Planning23,657$2.03M0.0%-0.5%0.110%
8/8/2025 Foundations Investment Advisors LLC505,496$43.27M0.7%+4.2%2.346%
8/8/2025 Family Firm Inc.31,367$2.69M0.6%-1.7%0.146%
8/7/2025 Cypress Capital Management LLC WY 1,395$119K0.1%-16.7%0.006%
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8/6/2025 Prospera Financial Services Inc10,554$903K0.0%+1.5%0.049%
8/6/2025 Garrison Point Advisors LLC12,705$1.09M0.5%-4.5%0.059%
8/6/2025 RPS Advisory Solutions LLC6,286$537K0.3%+11.2%0.029%
8/6/2025 Savant Capital LLC11,385$975K0.0%-15.6%0.053%
8/6/2025 Moors & Cabot Inc.2,406$206K0.0%-21.8%0.011%
8/5/2025 Bank of Montreal Can158,887$13.60M0.0%+0.9%0.737%
8/5/2025 Benchmark Financial Wealth Advisors LLC2,722$233K0.1%N/A0.013%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,902$591K0.1%-12.2%0.032%
8/4/2025 AMG National Trust Bank9,411$806K0.0%+2.7%0.044%
8/4/2025 Adell Harriman & Carpenter Inc.2,400$205K0.0%N/A0.011%
8/1/2025 Bessemer Group Inc.1,006$86K0.0%+186.6%0.005%
8/1/2025 Envestnet Asset Management Inc.1,296,325$110.97M0.0%-9.2%6.015%
7/31/2025 Interchange Capital Partners LLC3,293$282K0.1%-3.8%0.015%
7/31/2025 Carnegie Investment Counsel2,860$245K0.0%-62.6%0.013%
7/30/2025 WBH Advisory Inc.8,988$769K0.1%+151.7%0.042%
7/29/2025 SAM Advisors LLC115,807$9.91M3.4%+2.0%0.537%
7/29/2025 Cottonwood Capital Advisors LLC12,345$1.06M0.7%-1.1%0.057%
7/29/2025 Koshinski Asset Management Inc.21,149$1.81M0.1%+2.3%0.098%
7/29/2025 Private Trust Co. NA570$49K0.0%-50.9%0.003%
7/29/2025 Harbor Asset Planning Inc.6,431$550K0.5%N/A0.030%
7/28/2025 Patten & Patten Inc. TN22,176$1.90M0.1%-1.5%0.103%
7/25/2025 Atria Wealth Solutions Inc.2,683$233K0.0%-15.7%0.012%
7/25/2025 Sequoia Financial Advisors LLC8,898$762K0.0%+182.2%0.041%
7/25/2025 CWM LLC14,111$1.21M0.0%-3.7%0.065%
7/25/2025 Apollon Wealth Management LLC2,731$234K0.0%+5.8%0.013%
7/25/2025 Keener Financial Planning LLC900$77K0.0%N/A0.004%
7/24/2025 Bernard Wealth Management Corp.44,626$3.82M1.8%+26.3%0.207%
7/24/2025 3Chopt Investment Partners LLC580$50K0.0%-54.8%0.003%
7/24/2025 US Bancorp DE11,225$961K0.0%+1.4%0.052%
7/23/2025 Castle Rock Wealth Management LLC6,664$581K0.1%-5.8%0.031%
7/23/2025 Valmark Advisers Inc.3,471$297K0.0%+6.0%0.016%
7/23/2025 Lakeshore Capital Group Inc.6,997$599K0.5%-14.9%0.032%
7/23/2025 Kingswood Wealth Advisors LLC2,845$244K0.0%-42.1%0.013%
7/23/2025 Prime Capital Investment Advisors LLC3,507$300K0.0%-7.9%0.016%
7/22/2025 DAVENPORT & Co LLC2,626$225K0.0%-13.0%0.012%
7/22/2025 Bank Hapoalim BM7,435$636K0.1%-6.1%0.034%
7/18/2025 Truist Financial Corp68,958$5.90M0.0%-6.7%0.320%
7/17/2025 Janney Montgomery Scott LLC213,026$18.24M0.0%-9.3%0.986%
7/17/2025 Fifth Third Securities Inc.23,707$2.03M0.2%+3.8%0.110%
7/17/2025 Tritonpoint Wealth LLC4,609$395K0.0%-19.8%0.021%
7/17/2025 Consolidated Capital Management LLC6,060$519K0.2%+3.6%0.028%
7/16/2025 Howard Capital Management Group LLC97,912$8.38M0.6%-1.2%0.453%
7/16/2025 Arkansas Financial Group Inc.116,174$9.99M1.5%-3.2%0.538%
7/16/2025 Southern Capital Advisors LLC63,160$5.41M2.8%+4.2%0.292%
7/16/2025 CX Institutional950$81K0.0%N/A0.004%
7/16/2025 Magnus Financial Group LLC3,659$313K0.0%+20.6%0.017%
7/15/2025 Signet Financial Management LLC3,812$326K0.0%+3.9%0.018%
7/15/2025 TD Private Client Wealth LLC824$71K0.0%-60.0%0.004%
7/14/2025 AdvisorNet Financial Inc34,350$2.94M0.2%-1.6%0.159%
7/14/2025 Park Avenue Securities LLC5,035$431K0.0%+4.9%0.023%
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7/14/2025 Sowell Financial Services LLC2,838$243K0.0%-38.2%0.013%
7/11/2025 Orrstown Financial Services Inc.3,683$315K0.1%N/A0.017%
7/11/2025 CX Institutional950$81K0.0%N/A0.004%
7/10/2025 Kozak & Associates Inc.319,466$27.55M5.6%+18.5%1.493%
7/10/2025 Charter Oak Capital Management LLC6,083$521K0.0%-5.2%0.028%
7/10/2025 Ferguson Wellman Capital Management Inc.156,766$13.42M0.2%-0.7%0.733%
7/10/2025 Wealth Enhancement Advisory Services LLC10,923$955K0.0%+62.5%0.051%
7/10/2025 Focus Financial Network Inc.33,509$2.87M0.1%+9.8%0.157%
7/9/2025 Fiduciary Alliance LLC2,725$233K0.0%N/A0.013%
7/7/2025 OMNI 360 Wealth Inc.13,362$1.14M0.6%+4.4%0.063%
(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, 228 institutional investors and hedge funds held shares of iShares U.S. Financial Services ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($121.42M), Envestnet Asset Management Inc. ($110.97M), Goldman Sachs Group Inc. ($85.42M), Modera Wealth Management LLC ($44.84M), Foundations Investment Advisors LLC ($43.27M), Bank of America Corp DE ($42.22M), and Raymond James Financial Inc. ($41.85M).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 197 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 ($1.04M), Modera Wealth Management LLC ($579.95K), Foundations Investment Advisors LLC ($505.50K), International Assets Investment Management LLC ($473.27K), Envestnet Asset Management Inc. ($400.20K), and Raymond James & Associates ($396.25K).

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

Institutional investors have bought a total of 3,520,572 shares in the last 24 months. This purchase volume represents approximately $273.56M in transactions.

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

Of the 91 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), RiverFront Investment Group LLC ($208.37K), Envestnet Asset Management Inc. ($162.67K), Raymond James Financial Inc. ($67.43K), Goldman Sachs Group Inc. ($50.22K), Janney Montgomery Scott LLC ($34.37K), and HighTower Advisors LLC ($25.69K).

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

Institutional investors have sold a total of 1,060,889 shares in the last 24 months. This volume of shares sold represents approximately $85.88M in transactions.


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This page (NYSEARCA:IYG) was last updated on 8/26/2025 by MarketBeat.com Staff
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