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

iShares U.S. Financial Services ETF logo
$85.77 -0.36 (-0.42%)
Closing price 08/5/2025 04:10 PM Eastern
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$85.94 +0.17 (+0.20%)
As of 04:00 AM 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)
122
Total
Institutional Inflows
(last 12 months)
$268.43M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$60.88M
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Skip Chart & View Institutional Buying and Selling Data

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
8/5/2025Bank of Montreal Can158,887$13.60M0.0%+0.9%0.737%
8/5/2025Benchmark Financial Wealth Advisors LLC2,722$233K0.1%N/A0.013%
8/5/2025C2P 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%
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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%
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%
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%
5/12/2025 WBH Advisory Inc.3,571$281K0.0%N/A0.017%
5/12/2025Y.D. More Investments Ltd650$51K0.0%+85.7%0.003%
5/9/2025 Chicago 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%
5/8/2025 US 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%
5/7/2025 SAM Advisors LLC113,554$8.92M3.3%-3.5%0.542%
5/7/2025 Caliber 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%
5/6/2025 Carnegie 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%
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5/5/2025Private Advisor Group LLC155,282$12.20M0.1%+50.4%0.741%
5/2/2025 Apollon 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%
5/1/2025 Fifth 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%
4/30/2025 New 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%
(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. ($110.97M), 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 188 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 ($484.93K), 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 3,501,642 shares in the last 24 months. This purchase volume represents approximately $268.43M in transactions.

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

Of the 82 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), Envestnet Asset Management Inc. ($162.67K), Goldman Sachs Group Inc. ($50.22K), Janney Montgomery Scott LLC ($34.37K), HighTower Advisors LLC ($25.69K), Arkansas Financial Group Inc. ($23.41K), and Howard Capital Management Group LLC ($16.54K).

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

Institutional investors have sold a total of 769,860 shares in the last 24 months. This volume of shares sold represents approximately $60.88M in transactions.


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This page (NYSEARCA:IYG) was last updated on 8/6/2025 by MarketBeat.com Staff
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