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

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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)
92
Total
Institutional Inflows
(last 12 months)
$116.07M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$29.94M
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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
4/24/2024 CENTRAL TRUST Co703$47K0.0%+200.4%0.003%
4/24/2024 Spire Wealth Management733$49K0.0%+200.4%0.004%
4/24/2024 Financial Freedom LLC6,604$438K0.3%+46.1%0.033%
4/23/2024 Wetzel Investment Advisors Inc.3,942$247K0.1%+208.5%0.019%
4/23/2024 Charter Oak Capital Management LLC6,108$405K0.0%+200.0%0.030%
4/23/2024 Swisher Financial Concepts Inc.5,236$336K0.3%+51.1%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.27,722$1.84M0.0%+193.5%0.137%
4/22/2024 Raymond James & Associates493,209$32.70M0.0%+191.6%2.436%
4/19/2024 FORVIS Wealth Advisors LLC6,150$408K0.0%+179.5%0.030%
4/19/2024 OMNI 360 Wealth Inc.6,580$436K0.4%N/A0.032%
4/18/2024 AlphaMark Advisors LLC1,733$115K0.0%+183.6%0.009%
4/18/2024 Fifth Third Securities Inc.27,144$1.80M0.2%+176.1%0.134%
4/16/2024 Register Financial Advisors LLC4,438$294K0.2%+200.7%0.022%
4/16/2024 Indiana Trust & Investment Management CO402$27K0.0%+100.0%0.002%
4/16/2024 Arkansas Financial Group Inc.140,769$9.33M1.6%+193.2%0.695%
4/15/2024 Signet Financial Management LLC3,735$248K0.0%+209.4%0.018%
4/15/2024 Sunbelt Securities Inc.9,517$631K0.1%+165.2%0.047%
4/12/2024 AdvisorNet Financial Inc2,637$175K0.0%+172.1%0.013%
4/11/2024 Salem Investment Counselors Inc.450$30K0.0%+200.0%0.002%
4/10/2024 Marcum Wealth LLC7,065$468K0.0%+189.2%0.035%
4/9/2024 Ferguson Wellman Capital Management Inc.164,106$10.88M0.2%+185.9%2.218%
4/5/2024 GAMMA Investing LLC927$61K0.0%+200.0%0.013%
4/5/2024 Summit Financial Group Inc.11,928$791K0.3%+200.0%0.161%
4/5/2024 NBC Securities Inc.876$58K0.0%+189.1%0.012%
4/5/2024 CWM LLC14,882$987K0.0%+212.6%0.201%
3/15/2024B. Riley Wealth Advisors Inc.2,803$502K0.0%-20.2%0.038%
3/8/2024ICA Group Wealth Management LLC615$110K0.0%N/A0.008%
3/5/2024Fisher Asset Management LLC1,304$234K0.0%N/A0.018%
3/4/2024Fortis Group Advisors LLC160$29K0.0%+100.0%0.002%
3/1/2024Goldman Sachs Group Inc.401,581$71.97M0.0%-32.0%5.427%
2/28/2024EP Wealth Advisors LLC589$106K0.0%N/A0.008%
2/23/2024 Arkansas Financial Group Inc.48,016$8.61M1.6%+0.3%0.649%
2/15/2024Comerica Bank6,934$1.24M0.0%-14.6%0.094%
2/13/2024Envestnet Asset Management Inc.486,452$87.18M0.0%-1.0%6.574%
2/13/2024Stephens Inc. AR6,824$1.22M0.0%-11.6%0.092%
2/13/2024Jones Financial Companies Lllp1,709$306K0.0%N/A0.023%
2/12/2024Scotia Capital Inc.26,524$4.75M0.0%-1.1%0.358%
2/12/2024Focus Financial Network Inc. ADV6,020$1.08M0.0%N/A0.081%
2/12/2024Stifel Financial Corp30,322$5.43M0.0%-1.2%0.410%
2/9/2024Advisory Services Network LLC6,202$1.11M0.0%-1.0%0.084%
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2/9/2024Commerce Bank1,250$224K0.0%N/A0.017%
2/9/2024Frazier Financial Advisors LLC163$29K0.0%N/A0.002%
2/9/2024Tidemark LLC361$65K0.0%N/A0.005%
2/9/2024SAM Advisors LLC41,210$7.39M2.9%+0.5%0.557%
2/9/2024D.A. Davidson & CO.2,372$425K0.0%+4.4%0.032%
2/9/2024Wells Fargo & Company MN121,130$21.71M0.0%-3.3%1.637%
2/9/2024UBS Group AG89,857$16.10M0.0%-10.6%1.214%
2/8/2024Beacon Pointe Advisors LLC27,606$4.95M0.1%-2.9%0.373%
2/8/2024Janney Montgomery Scott LLC89,685$16.07M0.1%-3.3%1.212%
2/7/2024Avantax Advisory Services Inc.2,735$490K0.0%+12.9%0.037%
2/7/2024Consolidated Capital Management LLC5,505$987K0.5%+90.9%0.074%
2/7/2024Principal Securities Inc.2,292$411K0.0%N/A0.031%
2/6/2024Apollon Wealth Management LLC1,199$215K0.0%N/A0.016%
2/6/2024Private Advisor Group LLC40,337$7.23M0.1%-2.8%0.545%
2/6/2024National Bank of Canada FI5,520$989K0.0%+18.0%0.075%
2/6/2024Fisher Asset Management LLC1,304$234K0.0%N/A0.018%
2/5/2024RiverFront Investment Group LLC453,872$81.34M2.6%+0.1%6.133%
2/2/2024Truist Financial Corp62,691$11.24M0.0%+4.4%0.847%
2/2/2024Simplex Trading LLC245$43K0.0%N/A0.003%
2/2/2024Abbrea Capital LLC1,173$210K0.0%N/A0.016%
2/2/2024Atria Wealth Solutions Inc.1,658$297K0.0%-26.4%0.022%
2/1/2024 GAMMA Investing LLC309$56K0.0%N/A0.004%
2/1/2024Diversified LLC11,960$2.14M0.5%-0.8%0.162%
1/31/2024J.W. Cole Advisors Inc.21,513$3.86M0.2%-24.0%0.291%
1/31/2024 Wetzel Investment Advisors Inc.1,278$229K0.1%N/A0.017%
1/30/2024 Signet Financial Management LLC1,207$216K0.0%N/A0.016%
1/30/2024SFI Advisors LLC1,631$292K0.2%-5.2%0.022%
1/30/2024Carnegie Capital Asset Management LLC1,690$303K0.0%+7.8%0.023%
1/29/2024ORG Partners LLC500$90K0.0%N/A0.007%
1/26/2024Keener Financial Planning LLC300$54K0.0%N/A0.004%
1/25/2024 International Assets Investment Management LLC106,216$19.04M0.1%N/A1.435%
1/24/2024Tritonpoint Wealth LLC2,658$476K0.0%N/A0.036%
1/24/2024 Financial Freedom LLC4,520$810K0.5%-59.9%0.061%
1/24/2024Prime Capital Investment Advisors LLC1,312$235K0.0%N/A0.018%
1/24/2024 International Assets Investment Management LLC106,216$19.04M0.0%N/A1.435%
1/24/2024Capital Wealth Alliance LLC1,274$228K0.2%-16.3%0.017%
1/23/2024 Indiana Trust & Investment Management CO201$36K0.0%-25.6%0.003%
1/23/2024DAVENPORT & Co LLC1,140$204K0.0%N/A0.015%
1/23/2024Patten & Patten Inc. TN7,927$1.42M0.1%-6.3%0.107%
1/22/2024Southern Capital Advisors LLC18,394$3.30M2.3%N/A0.249%
1/22/2024Bank Hapoalim BM3,978$713K0.1%-7.8%0.054%
1/19/2024 Realta Investment Advisors1,869$335K0.1%-7.8%0.025%
1/18/2024Planned Solutions Inc.327$59K0.0%N/A0.004%
1/17/2024Kozak & Associates Inc.74,156$13.02M4.1%-6.7%1.002%
1/16/2024 Howard Capital Management Group LLC36,406$6.52M0.6%-2.1%0.492%
1/16/2024 Raymond James & Associates169,167$30.32M0.0%-13.1%2.286%
1/12/2024Mutual Advisors LLC1,141$205K0.0%N/A0.015%
1/12/2024 Summit Financial Group Inc.3,976$713K0.3%-10.6%0.054%
1/12/2024 Register Financial Advisors LLC1,476$265K0.2%N/A0.020%
1/11/2024 Ferguson Wellman Capital Management Inc.57,402$10.29M0.2%-2.0%0.776%
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1/11/2024Source Financial Advisors LLC8,164$1.46M0.5%-1.5%0.110%
1/10/2024 Marcum Wealth LLC2,443$438K0.0%-3.1%0.033%
1/9/2024Interchange Capital Partners LLC2,007$360K0.3%-8.9%0.027%
12/6/2023Citigroup Inc.3,823$591K0.0%-16.8%0.052%
12/1/2023B. Riley Wealth Advisors Inc.3,514$546K0.0%-18.2%0.047%
11/30/2023Modera Wealth Management LLC289,974$44.84M0.7%N/A3.919%
11/16/2023Horizon Family Wealth Inc.1,530$237K0.1%-40.3%0.021%
11/15/2023Scotia Capital Inc.26,816$4.15M0.0%-7.3%0.362%
11/15/2023SRS Capital Advisors Inc.175$27K0.0%N/A0.002%
11/14/2023PGIM Custom Harvest LLC16,951$2.62M0.1%+1.8%0.229%
(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, 217 institutional investors and hedge funds held shares of iShares U.S. Financial Services ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($87.18M), RiverFront Investment Group LLC ($81.34M), WestEnd Advisors LLC ($80.61M), Goldman Sachs Group Inc. ($71.97M), Bank of America Corp DE ($49.61M), Modera Wealth Management LLC ($44.84M), and Raymond James & Associates ($32.70M).Learn more on IYG's institutional investors.

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

Of the 169 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: Modera Wealth Management LLC ($579.95K), RiverFront Investment Group LLC ($469.20K), Aaron Wealth Advisors LLC ($348.04K), Raymond James & Associates ($343.07K), Envestnet Asset Management Inc. ($259.13K), International Assets Investment Management LLC ($212.43K), and Ferguson Wellman Capital Management Inc. ($121.90K).

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

Institutional investors have bought a total of 3,534,575 shares in the last 24 months. This purchase volume represents approximately $202.83M in transactions.

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

Of the 121 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: Envestnet Asset Management Inc. ($687.43K), Janney Montgomery Scott LLC ($654.62K), Truist Financial Corp ($478.21K), Aaron Wealth Advisors LLC ($346.11K), Goldman Sachs Group Inc. ($188.97K), Raymond James & Associates ($109.48K), and SPC Financial Inc. ($102.64K).

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

Institutional investors have sold a total of 3,401,361 shares in the last 24 months. This volume of shares sold represents approximately $173.94M in transactions.


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This page (NYSEARCA:IYG) was last updated on 4/25/2024 by MarketBeat.com Staff

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