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

iShares U.S. Financial Services ETF logo
$74.42 +0.32 (+0.43%)
Closing price 04/15/2025 04:10 PM Eastern
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$74.46 +0.04 (+0.05%)
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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)
136
Total
Institutional Inflows
(last 12 months)
$370.81M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$37.05M
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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
4/16/2025Ferguson Wellman Capital Management Inc.157,911$12.40M0.2%-0.3%0.754%
4/15/2025Focus Financial Network Inc.30,524$2.40M0.1%+75.0%0.146%
4/15/2025Kozak & Associates Inc.269,566$19.98M5.0%+3.0%1.287%
4/15/2025Wealthcare 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%
3/17/2025Wealth Enhancement Advisory Services LLC4,372$340K0.0%+24.7%0.020%
3/12/2025Centaurus 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%
2/27/2025Bernard 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%
2/18/2025Sunbelt Securities Inc.8,103$630K0.1%-14.9%0.040%
2/17/2025Wolverine Trading LLC6,687$520K0.0%+52.4%0.033%
2/17/2025Vivaldi Capital Management LP3,321$277K0.0%N/A0.016%
2/17/2025Royal Bank of Canada469,617$36.54M0.0%-0.3%2.325%
2/17/2025Quantinno Capital Management LP9,710$756K0.0%N/A0.048%
2/17/2025Guardian Wealth Advisors LLC NC1,500$117K0.0%N/A0.007%
2/17/2025Focus Partners Wealth6,141$478K0.0%+60.8%0.030%
2/17/2025EP Wealth Advisors LLC2,097$163K0.0%-6.7%0.010%
2/17/2025Cresset Asset Management LLC6,422$500K0.0%-20.4%0.032%
2/17/2025Cetera Investment Advisers45,105$3.51M0.0%+75.0%0.223%
2/17/2025Captrust Financial Advisors169,701$13.20M0.0%-8.2%0.840%
2/17/2025Baird Financial Group Inc.8,247$642K0.0%+29.6%0.041%
2/17/2025Bank of America Corp DE462,205$35.96M0.0%+8.3%2.288%
2/17/2025BNP Paribas Financial Markets50,000$3.89M0.0%N/A0.248%
2/17/2025Ameriprise Financial Inc.35,795$2.79M0.0%+17.7%0.177%
2/17/2025Aptus Capital Advisors LLC2,184$170K0.0%+308.2%0.011%
2/14/2025Mercer Global Advisors Inc. ADV8,083$629K0.0%-7.0%0.040%
2/14/2025Comerica Bank28,572$2.22M0.0%+27.4%0.141%
2/14/2025Beacon Pointe Advisors LLC65,696$5.11M0.1%-6.0%0.325%
2/14/2025IHT Wealth Management LLC43,917$3.42M0.1%-13.0%0.217%
2/14/2025Stifel Financial Corp100,409$7.81M0.0%+12.1%0.497%
2/14/2025MML Investors Services LLC22,204$1.73M0.0%+41.7%0.110%
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2/14/2025Curi RMB Capital LLC2,790$217K0.0%N/A0.014%
2/14/2025GeoWealth Management LLC14,252$1.11M0.0%-44.2%0.071%
2/13/2025NewEdge Advisors LLC8,715$678K0.0%-7.0%0.043%
2/13/2025Mariner LLC24,943$1.94M0.0%-36.2%0.123%
2/13/2025Advisors Capital Management LLC12,941$1.01M0.0%-5.6%0.064%
2/13/2025Scotia Capital Inc.67,289$5.24M0.0%-1.6%0.333%
2/13/2025Raymond James Financial Inc.556,384$43.29M0.0%N/A2.754%
2/13/2025Advisory Services Network LLC18,401$1.43M0.0%-2.8%0.091%
2/13/2025Bernard Wealth Management Corp.7,509$584K0.4%N/A0.037%
2/13/2025Bank of Montreal Can152,162$11.84M0.0%+1.2%0.753%
2/13/2025Envestnet Asset Management Inc.1,438,526$111.93M0.0%-1.4%7.121%
2/13/2025Wells Fargo & Company MN389,987$30.35M0.0%-0.5%1.931%
2/12/2025National Bank of Canada FI23,665$1.84M0.0%+3.9%0.117%
2/12/2025Riggs Capital Management LLC4,580$356K0.3%N/A0.023%
2/12/2025RiverFront Investment Group LLC1,556,433$121.11M2.8%+3.3%7.705%
2/12/2025Orion Portfolio Solutions LLC3,321$258K0.0%N/A0.016%
2/12/2025Frazier Financial Advisors LLC339$26K0.0%-30.7%0.002%
2/12/2025JPMorgan Chase & Co.266,673$20.75M0.0%+2.0%1.320%
2/11/2025Interchange Capital Partners LLC3,483$271K0.1%-15.9%0.017%
2/11/2025LPL Financial LLC434,621$33.82M0.0%+4.5%2.152%
2/11/2025Millstone Evans Group LLC1,014$79K0.1%N/A0.005%
2/10/2025Patten & Patten Inc. TN22,516$1.75M0.1%-0.9%0.111%
2/10/2025Diversified Enterprises LLC32,112$2.50M0.2%-2.0%0.159%
2/10/2025Family Firm Inc.32,033$2.49M0.4%-7.8%0.159%
2/10/2025Commonwealth Equity Services LLC37,643$2.93M0.0%-1.0%0.186%
2/10/2025Avantax Advisory Services Inc.7,299$568K0.0%+2.5%0.036%
2/10/2025Hopwood Financial Services Inc.705$55K0.0%N/A0.003%
2/7/2025HighTower Advisors LLC52,367$4.08M0.0%+7.9%0.259%
2/7/2025Moors & Cabot Inc.3,142$244K0.0%N/A0.016%
2/7/2025Independent Advisor Alliance127,252$9.90M0.1%N/A0.630%
2/7/2025New Insight Wealth Advisors5,846$455K0.2%-7.6%0.029%
2/7/2025PNC Financial Services Group Inc.2,219$173K0.0%-11.2%0.011%
2/6/2025Raymond James Financial Inc.556,384$43.29M0.0%N/A2.754%
2/6/2025Jones Financial Companies Lllp17,156$1.34M0.0%+45.8%0.085%
2/5/2025SRS Capital Advisors Inc.858$67K0.0%+63.4%0.004%
2/5/2025Maia Wealth LLC4,368$364K0.1%N/A0.022%
2/5/2025US Bancorp DE11,449$891K0.0%+4.6%0.057%
2/5/2025Fisher Asset Management LLC4,221$328K0.0%+20.3%0.021%
2/5/2025Private Trust Co. NA1,160$90K0.0%+103.5%0.006%
2/5/2025Pointe Capital Management LLC2,676$208K0.1%N/A0.013%
2/4/2025Union Bancaire Privee UBP SA3,000$233K0.0%N/A0.015%
2/3/2025SAM Advisors LLC117,615$9.15M3.3%-2.2%0.582%
2/3/2025Private Advisor Group LLC103,222$8.03M0.0%-4.0%0.511%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,690$521K0.0%N/A0.033%
1/31/2025Atria Wealth Solutions Inc.3,183$248K0.0%+12.0%0.016%
1/31/2025Truist Financial Corp77,156$6.00M0.0%-0.8%0.382%
1/31/2025Sanctuary Advisors LLC5,912$497K0.0%-6.1%0.029%
1/31/2025J.W. Cole Advisors Inc.60,810$4.73M0.2%-0.7%0.301%
1/30/2025 Roxbury Financial LLC301$25K0.0%N/A0.001%
1/30/2025Quadrant Private Wealth Management LLC8,383$652K0.2%-2.3%0.042%
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1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,768$7.61M0.4%N/A0.484%
1/29/2025Focus Financial Network Inc.17,440$1.36M0.1%-2.8%0.086%
1/29/2025Comprehensive Financial Planning Inc. PA641$50K0.0%N/A0.003%
1/29/2025Ferguson Wellman Capital Management Inc.158,326$12.32M0.2%-0.2%0.784%
1/29/2025Savant Capital LLC14,115$1.10M0.0%N/A0.070%
1/28/2025Stephens Inc. AR18,935$1.47M0.0%-1.3%0.094%
1/27/2025Stratos Wealth Partners LTD.4,932$384K0.0%-3.0%0.024%
1/27/2025Bank Hapoalim BM8,120$632K0.1%-9.4%0.040%
1/24/2025Baltimore Washington Financial Advisors Inc.389,794$30.33M1.6%+2.1%1.930%
1/24/2025Financial Partners Group Inc6,933$539K0.1%-9.5%0.034%
(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, 213 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 178 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 6,795,964 shares in the last 24 months. This purchase volume represents approximately $455.47M in transactions.

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

Of the 100 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), Commonwealth Equity Services LLC ($51.92K), Janney Montgomery Scott LLC ($38.84K), Raymond James & Associates ($28.32K), and HighTower Advisors LLC ($25.69K).

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

Institutional investors have sold a total of 1,063,312 shares in the last 24 months. This volume of shares sold represents approximately $68.69M in transactions.


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This page (NYSEARCA:IYG) was last updated on 4/16/2025 by MarketBeat.com Staff
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