Who Owns iShares U.S. Financial Services ETF (IYG)?Hedge Fund & Institutional Holders

$81.48+0.03 (+0.04%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$68.90$75.57$82.24$88.91$95.58Sep 24Jun 25Mar 26

IYG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JPMORGAN CHASE & COIncreased+724K+$65.4B
SAGESPRING WEALTH PARTNERS, LLCNew Position+576K+$53.2B
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCNew Position+151K+$13.9B
SAM Advisors, LLCNew Position+113K+$10.5B
Howard Capital Management Group, LLCNew Position+93K+$8.6B
SOUTHERN CAPITAL ADVISORS, LLCNew Position+65K+$6.0B
J.W. COLE ADVISORS, INC.New Position+62K+$5.7B
UNIQUE WEALTH, LLCNew Position+60K+$5.5B
RiverFront Investment Group, LLCIncreased+10K+$4.8B
Centerline Wealth Advisors, LLCNew Position+51K+$4.7B
AMERIPRISE FINANCIAL INCIncreased+40K+$4.1B
Kozak & Associates, Inc.Increased+3K+$3.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+39K+$3.0B
JONES FINANCIAL COMPANIES LLLPNew Position+41K+$3.0B
PATTEN & PATTEN INC/TNNew Position+21K+$2.0B

IYG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Anfield Capital Management, LLCClosed Position-85K-$7.6B
TWO SIGMA INVESTMENTS, LPClosed Position-69K-$6.2B
ROYAL BANK OF CANADADecreased-49K-$5.2B
HighTower Advisors, LLCDecreased-1K-$4.5B
NewEdge Advisors, LLCDecreased-2K-$4.4B
Cetera Investment AdvisersDecreased-344-$4.4B
RAYMOND JAMES FINANCIAL INCDecreased-31K-$3.1B
AdvisorNet Financial, IncDecreased-33K-$3.0B
WELLS FARGO & COMPANY/MNDecreased-29K-$2.4B
VestGen Advisors, LLCClosed Position-26K-$2.4B
Mariner, LLCDecreased-78-$2.3B
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-18K-$1.6B
GOLDMAN SACHS GROUP INCDecreased-29K-$1.2B
Groupe la FrancaiseClosed Position-15K-$1.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RiverFront Investment Group, LLC1,449,021$133.7B2.20%Share
2GOLDMAN SACHS GROUP INC959,453$88.0B0.01%Share
3JPMORGAN CHASE & CO731,405$67.0B0.00%Share
4SAGESPRING WEALTH PARTNERS, LLC576,423$53.2B0.97%Share
5Kozak & Associates, Inc.420,525$39.7B7.66%Share
6RAYMOND JAMES FINANCIAL INC432,354$39.0B0.01%Share
7Baltimore-Washington Financial Advisors, Inc.416,568$38.0B1.58%Share
8ROYAL BANK OF CANADA357,172$32.0B0.01%Share
9BANK OF AMERICA CORP /DE/341,405$31.0B0.00%Share
10JPMORGAN CHASE & CO244,369$22.0B0.00%Share
11AMERIPRISE FINANCIAL INC227,801$21.0B0.00%Share
12WELLS FARGO & COMPANY/MN219,191$20.0B0.00%Share
13Private Advisor Group, LLC178,608$16.0B0.08%Share
14BANK OF MONTREAL /CAN/152,256$14.0B0.00%Share
15FERGUSON WELLMAN CAPITAL MANAGEMENT, INC150,941$13.9B0.22%Share
16WELLS FARGO & COMPANY/MN135,736$12.0B0.00%Share
17SAM Advisors, LLC113,453$10.5B3.31%Share
18UBS Group AG111,777$10.3B0.00%Share
19BANK OF AMERICA CORP /DE/116,204$10.0B0.00%Share
20STIFEL FINANCIAL CORP102,820$9.0B0.01%Share
21Howard Capital Management Group, LLC93,130$8.6B0.54%Share
22ROYAL BANK OF CANADA84,496$7.0B0.00%Share
23SCOTIA CAPITAL INC.71,802$6.0B0.02%Share
24BANK OF NOVA SCOTIA72,600$6.0B0.01%Share
25SOUTHERN CAPITAL ADVISORS, LLC64,529$6.0B2.75%Share
26J.W. COLE ADVISORS, INC.62,262$5.7B0.14%Share
27UNIQUE WEALTH, LLC59,817$5.5B0.77%Share
28GOLDMAN SACHS GROUP INC62,304$5.0B0.00%Share
29OSAIC HOLDINGS, INC.58,111$5.0B0.01%Share
30Centerline Wealth Advisors, LLC50,796$4.7B1.70%Share
31Bernard Wealth Management Corp.46,224$4.3B1.73%Share
32JPMORGAN CHASE & CO53,122$4.0B0.00%Share
33IHT Wealth Management, LLC47,173$4.0B0.10%Share
34JONES FINANCIAL COMPANIES LLLP41,203$3.0B0.00%Share
35COMMONWEALTH EQUITY SERVICES, LLC38,982$3.0B0.00%Share
36Diversified Enterprises, LLC31,426$2.9B0.17%Share
37CITIGROUP INC31,662$2.0B0.00%Share
38PATTEN & PATTEN INC/TN21,226$2.0B0.11%Share
39Koshinski Asset Management, Inc.20,333$1.9B0.12%Share
40Geneos Wealth Management Inc.19,797$1.8B0.04%Share
41STEPHENS INC /AR/18,259$1.7B0.02%Share
42CALIBER WEALTH MANAGEMENT, LLC / KS16,292$1.5B0.16%Share
43COMERICA BANK15,596$1.4B0.01%Share
44OMNI 360 Wealth, Inc.15,069$1.4B0.71%Share
45COTTONWOOD CAPITAL ADVISORS, LLC12,886$1.2B0.85%Share
46Cyndeo Wealth Partners, LLC12,760$1.2B0.06%Share
47GARRISON POINT ADVISORS, LLC12,720$1.2B0.52%Share
48Mine & Arao Wealth Creation & Management, LLC.12,014$1.1B0.43%Share
49BANK OF AMERICA CORP /DE/17,931$1.0B0.00%Share
50BROWN ADVISORY INC12,804$1.0B0.00%Share

IYG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025257$809.5B+109
Q3 2025148$726.2B-75
Q2 2025223$785.9B-25
Q1 2025248$943.9B+36
Q4 2024212$3.8T+50
Q3 2024162$170.2T+2
Q2 2024160$141.3T+11
Q1 2024149$877.5T—

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As of Q4 2025, 50 institutional investors hold IYG (iShares U.S. Financial Services ETF). The largest holder is RiverFront Investment Group, LLC with $133.7B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own IYG?

As of Q4 2025, 50 institutional investors report holding IYG (iShares U.S. Financial Services ETF) in their 13F filings.

Who is the largest institutional holder of IYG?

The largest institutional holder of IYG is RiverFront Investment Group, LLC with $133.7B in shares.

Is institutional ownership of IYG increasing or decreasing?

This quarter, 11 institutions opened new positions in IYG and 5 closed their positions.