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

iShares U.S. Financial Services ETF logo
$80.19 +0.41 (+0.51%)
Closing price 03/25/2025 04:10 PM Eastern
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$80.20 +0.01 (+0.01%)
As of 03/25/2025 06:48 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)
139
Total
Institutional Inflows
(last 12 months)
$366.35M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$37.00M
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IYG Institutional Buying and Selling by Quarter

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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
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%
2/25/2025 B. 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%
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%
2/14/2025 Comerica Bank28,572$2.22M0.0%+27.4%0.141%
2/14/2025 Beacon Pointe Advisors LLC65,696$5.11M0.1%-6.0%0.325%
2/14/2025 IHT Wealth Management LLC43,917$3.42M0.1%-13.0%0.217%
2/14/2025 Stifel Financial Corp100,409$7.81M0.0%+12.1%0.497%
2/14/2025 MML Investors Services LLC22,204$1.73M0.0%+41.7%0.110%
2/14/2025 Curi RMB Capital LLC2,790$217K0.0%N/A0.014%
2/14/2025 GeoWealth Management LLC14,252$1.11M0.0%-44.2%0.071%
2/13/2025 NewEdge Advisors LLC8,715$678K0.0%-7.0%0.043%
2/13/2025 Mariner LLC24,943$1.94M0.0%-36.2%0.123%
2/13/2025 Advisors Capital Management LLC12,941$1.01M0.0%-5.6%0.064%
2/13/2025 Scotia Capital Inc.67,289$5.24M0.0%-1.6%0.333%
2/13/2025 Raymond James Financial Inc.556,384$43.29M0.0%N/A2.754%
2/13/2025 Advisory Services Network LLC18,401$1.43M0.0%-2.8%0.091%
2/13/2025 Bernard Wealth Management Corp.7,509$584K0.4%N/A0.037%
2/13/2025 Bank of Montreal Can152,162$11.84M0.0%+1.2%0.753%
2/13/2025 Envestnet Asset Management Inc.1,438,526$111.93M0.0%-1.4%7.121%
2/13/2025 Wells Fargo & Company MN389,987$30.35M0.0%-0.5%1.931%
2/12/2025 National Bank of Canada FI23,665$1.84M0.0%+3.9%0.117%
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2/12/2025 Riggs Capital Management LLC4,580$356K0.3%N/A0.023%
2/12/2025 RiverFront Investment Group LLC1,556,433$121.11M2.8%+3.3%7.705%
2/12/2025 Orion Portfolio Solutions LLC3,321$258K0.0%N/A0.016%
2/12/2025 Frazier Financial Advisors LLC339$26K0.0%-30.7%0.002%
2/12/2025 JPMorgan Chase & Co.266,673$20.75M0.0%+2.0%1.320%
2/11/2025 Interchange Capital Partners LLC3,483$271K0.1%-15.9%0.017%
2/11/2025 LPL Financial LLC434,621$33.82M0.0%+4.5%2.152%
2/11/2025 Millstone Evans Group LLC1,014$79K0.1%N/A0.005%
2/10/2025 Patten & Patten Inc. TN22,516$1.75M0.1%-0.9%0.111%
2/10/2025 Diversified Enterprises LLC32,112$2.50M0.2%-2.0%0.159%
2/10/2025 Family Firm Inc.32,033$2.49M0.4%-7.8%0.159%
2/10/2025 Commonwealth Equity Services LLC37,643$2.93M0.0%-1.0%0.186%
2/10/2025 Avantax Advisory Services Inc.7,299$568K0.0%+2.5%0.036%
2/10/2025 Hopwood Financial Services Inc.705$55K0.0%N/A0.003%
2/7/2025 HighTower Advisors LLC52,367$4.08M0.0%+7.9%0.259%
2/7/2025 Moors & Cabot Inc.3,142$244K0.0%N/A0.016%
2/7/2025 Independent Advisor Alliance127,252$9.90M0.1%N/A0.630%
2/7/2025 New Insight Wealth Advisors5,846$455K0.2%-7.6%0.029%
2/7/2025 PNC Financial Services Group Inc.2,219$173K0.0%-11.2%0.011%
2/6/2025 Raymond James Financial Inc.556,384$43.29M0.0%N/A2.754%
2/6/2025 Jones Financial Companies Lllp17,156$1.34M0.0%+45.8%0.085%
2/5/2025 SRS Capital Advisors Inc.858$67K0.0%+63.4%0.004%
2/5/2025 Maia Wealth LLC4,368$364K0.1%N/A0.022%
2/5/2025 US Bancorp DE11,449$891K0.0%+4.6%0.057%
2/5/2025 Fisher Asset Management LLC4,221$328K0.0%+20.3%0.021%
2/5/2025 Private Trust Co. NA1,160$90K0.0%+103.5%0.006%
2/5/2025 Pointe Capital Management LLC2,676$208K0.1%N/A0.013%
2/4/2025 Union Bancaire Privee UBP SA3,000$233K0.0%N/A0.015%
2/3/2025 SAM Advisors LLC117,615$9.15M3.3%-2.2%0.582%
2/3/2025 Private Advisor Group LLC103,222$8.03M0.0%-4.0%0.511%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,690$521K0.0%N/A0.033%
1/31/2025 Atria Wealth Solutions Inc.3,183$248K0.0%+12.0%0.016%
1/31/2025 Truist Financial Corp77,156$6.00M0.0%-0.8%0.382%
1/31/2025 Sanctuary Advisors LLC5,912$497K0.0%-6.1%0.029%
1/31/2025 J.W. Cole Advisors Inc.60,810$4.73M0.2%-0.7%0.301%
1/30/2025 Roxbury Financial LLC301$25K0.0%N/A0.001%
1/30/2025 Quadrant Private Wealth Management LLC8,383$652K0.2%-2.3%0.042%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,768$7.61M0.4%N/A0.484%
1/29/2025 Focus Financial Network Inc.17,440$1.36M0.1%-2.8%0.086%
1/29/2025 Comprehensive Financial Planning Inc. PA641$50K0.0%N/A0.003%
1/29/2025 Ferguson Wellman Capital Management Inc.158,326$12.32M0.2%-0.2%0.784%
1/29/2025 Savant Capital LLC14,115$1.10M0.0%N/A0.070%
1/28/2025 Stephens Inc. AR18,935$1.47M0.0%-1.3%0.094%
1/27/2025 Stratos Wealth Partners LTD.4,932$384K0.0%-3.0%0.024%
1/27/2025 Bank Hapoalim BM8,120$632K0.1%-9.4%0.040%
1/24/2025 Baltimore Washington Financial Advisors Inc.389,794$30.33M1.6%+2.1%1.930%
1/24/2025 Financial Partners Group Inc6,933$539K0.1%-9.5%0.034%
1/23/2025 Southern Capital Advisors LLC58,963$4.59M2.5%+15.1%0.292%
1/23/2025 Fifth Third Securities Inc.22,636$1.76M0.1%+4.7%0.112%
1/22/2025 Union Bancaire Privee UBP SA3,000$233K0.0%N/A0.015%
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1/22/2025 Kingswood Wealth Advisors LLC7,064$550K0.0%N/A0.035%
1/21/2025 Geneos Wealth Management Inc.21,756$1.69M0.1%+5.4%0.108%
1/21/2025 Cottonwood Capital Advisors LLC12,658$985K0.7%-2.8%0.063%
1/17/2025 Arkansas Financial Group Inc.123,993$9.65M1.6%-10.6%0.614%
1/17/2025 Janney Montgomery Scott LLC239,817$18.66M0.1%-1.4%1.187%
1/17/2025 Magnus Financial Group LLC2,636$205K0.0%N/A0.013%
1/17/2025 Howard Capital Management Group LLC113,892$8.86M0.6%-0.5%0.564%
1/16/2025 Consolidated Capital Management LLC5,771$449K0.2%-3.9%0.029%
1/16/2025 Financial Freedom LLC2,300$179K0.1%-16.5%0.011%
1/15/2025 Carnegie Investment Counsel5,323$414K0.0%+2.6%0.026%
(Data available from 1/1/2016 forward)

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IYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYG shares?

During the previous two years, 212 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. ($111.93M), Goldman Sachs Group Inc. ($71.97M), Modera Wealth Management LLC ($44.84M), Raymond James Financial Inc. ($43.29M), Raymond James & Associates ($39.89M), and Royal Bank of Canada ($36.54M).Learn more on IYG's institutional investors.

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

Of the 175 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), International Assets Investment Management LLC ($473.27K), Raymond James & Associates ($411.55K), Envestnet Asset Management Inc. ($400.20K), and Baltimore Washington Financial Advisors Inc. ($323.66K).

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

Institutional investors have bought a total of 6,620,570 shares in the last 24 months. This purchase volume represents approximately $441.68M in transactions.

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

Of the 103 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 ($257.53K), Goldman Sachs Group Inc. ($188.97K), Envestnet Asset Management Inc. ($94.45K), Raymond James & Associates ($92.37K), Commonwealth Equity Services LLC ($51.92K), Janney Montgomery Scott LLC ($38.84K), and Kozak & Associates Inc. ($35.42K).

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

Institutional investors have sold a total of 1,169,032 shares in the last 24 months. This volume of shares sold represents approximately $73.99M in transactions.


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This page (NYSEARCA:IYG) was last updated on 3/26/2025 by MarketBeat.com Staff
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