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

iShares U.S. Financial Services ETF logo
$82.83 -0.07 (-0.08%)
Closing price 06/11/2025 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)
119
Total
Institutional Inflows
(last 12 months)
$269.11M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$47.36M
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IYG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.18,001$1.41M0.0%-17.3%0.086%
5/20/2025 Focus Partners Wealth6,826$536K0.0%+11.2%0.033%
5/16/2025 Goldman Sachs Group Inc.1,087,482$85.42M0.0%-4.4%5.191%
5/16/2025 Jones Financial Companies Lllp3,521$277K0.0%-79.5%0.017%
5/16/2025 NewEdge Advisors LLC10,232$804K0.0%+17.4%0.049%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.126,342$9.92M1.5%+8.3%0.603%
5/15/2025 Federation des caisses Desjardins du Quebec62,859$4.94M0.0%+2.2%0.300%
5/15/2025 Royal Bank of Canada464,453$36.48M0.0%-1.1%2.217%
5/15/2025 MAI Capital Management1,900$149K0.0%-17.7%0.009%
5/15/2025 Baird Financial Group Inc.8,374$658K0.0%+1.5%0.040%
5/14/2025 Northwestern Mutual Wealth Management Co.29,751$2.34M0.0%-3.7%0.142%
5/14/2025 Kestra Advisory Services LLC13,688$1.08M0.0%+62.0%0.065%
5/14/2025 PGIM Custom Harvest LLC214,564$16.85M0.4%+57.2%1.024%
5/13/2025 Raymond James Financial Inc.554,176$43.53M0.0%-0.4%2.645%
5/13/2025 Anfield Capital Management LLC125,619$9.87M3.6%N/A0.600%
5/13/2025 HighTower Advisors LLC53,800$4.23M0.0%+2.7%0.257%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,857$616K0.0%+17.4%0.038%
5/12/2025 National 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%
5/12/2025 Y.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%
5/9/2025 Horizon Family Wealth Inc.4,839$380K0.3%-6.5%0.023%
5/9/2025 Scotia Capital Inc.67,143$5.27M0.0%-0.2%0.320%
5/9/2025 PNC 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%
5/7/2025 Foundations Investment Advisors LLC484,931$38.09M0.7%N/A2.315%
5/7/2025 LPL Financial LLC459,449$36.09M0.0%+5.7%2.193%
5/7/2025 Allium 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%
5/6/2025 Cetera Investment Advisers45,419$3.57M0.0%+0.7%0.217%
5/6/2025 Avantax Advisory Services Inc.8,841$694K0.0%+21.1%0.042%
5/6/2025 Carnegie Investment Counsel7,650$547K0.0%+43.7%0.037%
5/6/2025 Quadrant Private Wealth Management LLC7,438$584K0.1%-11.3%0.036%
5/5/2025 J.W. Cole Advisors Inc.59,342$4.66M0.1%-2.4%0.283%
5/5/2025 Private Advisor Group LLC155,282$12.20M0.1%+50.4%0.741%
5/2/2025 Apollon Wealth Management LLC2,581$203K0.0%N/A0.012%
5/2/2025 Sigma Planning Corp3,163$248K0.0%+9.5%0.015%
5/1/2025 Family 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%
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5/1/2025 Kesler Norman & Wride LLC5,306$417K0.1%-3.4%0.025%
4/30/2025 Cerity 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%
4/30/2025 Brown Advisory Inc.13,350$1.05M0.0%N/A0.064%
4/30/2025 Bank Hapoalim BM7,918$622K0.1%-2.5%0.038%
4/29/2025 Envestnet Asset Management Inc.1,427,297$112.11M0.0%-0.8%6.813%
4/28/2025 Mutual Advisors LLC2,800$215K0.0%-20.0%0.013%
4/25/2025 Koshinski Asset Management Inc.20,683$1.63M0.1%-0.7%0.099%
4/24/2025 Sunbelt Securities Inc.1,022$80K0.0%-87.4%0.005%
4/24/2025 3Chopt Investment Partners LLC1,283$101K0.0%N/A0.006%
4/23/2025 Cottonwood Capital Advisors LLC12,477$980K0.7%-1.4%0.060%
4/23/2025 Sequoia Financial Advisors LLC3,153$248K0.0%N/A0.015%
4/23/2025 International Assets Investment Management LLC2,917$229K0.0%-11.8%0.014%
4/23/2025 Southern Capital Advisors LLC60,606$4.76M2.6%+2.8%0.289%
4/23/2025 Valmark Advisers Inc.3,276$257K0.0%N/A0.016%
4/23/2025 Oppenheimer & Co. Inc.7,680$603K0.0%+45.0%0.037%
4/22/2025 Cambridge Investment Research Advisors Inc.17,640$1.39M0.0%+15.4%0.084%
4/21/2025 Kingswood Wealth Advisors LLC4,913$386K0.0%-30.5%0.023%
4/18/2025 Financial Freedom LLC1,187$93K0.1%-48.4%0.006%
4/17/2025 Sowell Financial Services LLC4,590$361K0.0%N/A0.022%
4/17/2025 Janney Montgomery Scott LLC234,946$18.46M0.1%-2.0%1.121%
4/17/2025 Arkansas Financial Group Inc.119,976$8.64M1.5%-3.2%0.573%
4/16/2025 Wealth Enhancement Advisory Services LLC6,720$528K0.0%+53.7%0.032%
4/16/2025 Howard Capital Management Group LLC99,147$7.79M0.6%-12.9%0.473%
4/16/2025 Ferguson Wellman Capital Management Inc.157,911$12.40M0.2%-0.3%0.754%
4/15/2025 Focus Financial Network Inc.30,524$2.40M0.1%+75.0%0.146%
4/15/2025 Kozak & Associates Inc.269,566$19.98M5.0%+3.0%1.287%
4/15/2025 Wealthcare Advisory Partners LLC3,759$295K0.0%+17.1%0.018%
4/14/2025 Park Avenue Securities LLC4,801$377K0.0%+9.4%0.023%
4/14/2025 Charter Oak Capital Management LLC6,414$504K0.0%N/A0.031%
4/11/2025 Magnus Financial Group LLC3,035$238K0.0%+15.1%0.014%
4/10/2025 Lakeshore Capital Group Inc.8,219$646K0.6%N/A0.038%
4/9/2025 Swisher Financial Concepts Inc.3,101$244K0.2%N/A0.014%
4/9/2025 NBC Securities Inc.833$65K0.0%N/A0.004%
4/7/2025 GAMMA Investing LLC103,922$8.16M0.0%+7,755.0%0.483%
4/7/2025 AdvisorNet Financial Inc34,903$2.74M0.2%+1,248.1%0.162%
4/2/2025 Marcum Wealth LLC6,156$484K0.0%-2.6%0.029%
3/17/2025 Wealth Enhancement Advisory Services LLC4,372$340K0.0%+24.7%0.020%
3/12/2025 Centaurus Financial Inc.3,879$302K0.0%-9.0%0.018%
3/5/2025 Castle Rock Wealth Management LLC7,073$596K0.1%-29.2%0.035%
2/27/2025 Bernard 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%
2/18/2025 Sunbelt Securities Inc.8,103$630K0.1%-14.9%0.040%
2/17/2025 Wolverine Trading LLC6,687$520K0.0%+52.4%0.033%
2/17/2025 Vivaldi Capital Management LP3,321$277K0.0%N/A0.016%
2/17/2025 Royal Bank of Canada469,617$36.54M0.0%-0.3%2.325%
2/17/2025 Quantinno Capital Management LP9,710$756K0.0%N/A0.048%
2/17/2025 Guardian Wealth Advisors LLC NC1,500$117K0.0%N/A0.007%
2/17/2025 Focus Partners Wealth6,141$478K0.0%+60.8%0.030%
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2/17/2025 EP Wealth Advisors LLC2,097$163K0.0%-6.7%0.010%
2/17/2025 Cresset Asset Management LLC6,422$500K0.0%-20.4%0.032%
2/17/2025 Cetera Investment Advisers45,105$3.51M0.0%+75.0%0.223%
2/17/2025 Captrust Financial Advisors169,701$13.20M0.0%-8.2%0.840%
2/17/2025 Baird Financial Group Inc.8,247$642K0.0%+29.6%0.041%
2/17/2025 Bank of America Corp DE462,205$35.96M0.0%+8.3%2.288%
2/17/2025 BNP Paribas Financial Markets50,000$3.89M0.0%N/A0.248%
2/17/2025 Ameriprise Financial Inc.35,795$2.79M0.0%+17.7%0.177%
2/17/2025 Aptus Capital Advisors LLC2,184$170K0.0%+308.2%0.011%
2/14/2025 Mercer Global Advisors Inc. ADV8,083$629K0.0%-7.0%0.040%
(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, 219 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 IYG's institutional investors.

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

Of the 183 institutional investors that purchased iShares U.S. Financial Services ETF 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 7,556,338 shares in the last 24 months. This purchase volume represents approximately $517.96M in transactions.

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

Of the 101 institutional investors that sold iShares U.S. Financial Services ETF 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. ($239.18K), Envestnet Asset Management Inc. ($42.32K), Raymond James & Associates ($28.32K), HighTower Advisors LLC ($25.69K), Arkansas Financial Group Inc. ($19.87K), and Snider Financial Group ($19.08K).

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

Institutional investors have sold a total of 989,561 shares in the last 24 months. This volume of shares sold represents approximately $68.68M in transactions.



This page (NYSEARCA:IYG) was last updated on 6/12/2025 by MarketBeat.com Staff
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