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

iShares U.S. Financial Services ETF logo
$88.81 -0.01 (-0.01%)
As of 10:07 AM 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)
131
Total
Institutional Inflows
(last 12 months)
$270.80M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$85.88M
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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
9/4/2025Osaic Holdings Inc.68,204$5.84M0.0%+7.8%0.318%
8/29/2025Evolution Wealth Management Inc.417$36K0.0%N/A0.002%
8/27/2025Orion Porfolio Solutions LLC5,934$508K0.0%+91.0%0.028%
8/19/2025Advisory Services Network LLC28,084$2.44M0.0%+43.8%0.131%
8/18/2025Geneos Wealth Management Inc.20,457$1.75M0.0%+13.6%0.095%
8/15/2025Corient Private Wealth LLC2,562$219K0.0%-17.6%0.012%
8/15/2025Florida Financial Advisors LLC4,604$394K0.1%N/A0.021%
8/15/2025Captrust Financial Advisors164,474$14.08M0.0%-1.3%0.767%
8/15/2025Royal Capital Wealth Management LLC2,400$205K0.1%N/A0.011%
8/15/2025Orion Porfolio Solutions LLC5,934$508K0.0%+91.0%0.028%
8/15/2025MML Investors Services LLC25,008$2.14M0.0%+23.5%0.117%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.130,064$11.13M1.9%+2.9%0.606%
8/15/2025IHT Wealth Management LLC44,347$3.80M0.1%+2.2%0.207%
8/15/2025EP Wealth Advisors LLC2,514$215K0.0%N/A0.012%
8/15/2025Curi Capital LLC3,938$337K0.0%+41.1%0.018%
8/15/2025Bank of America Corp DE493,269$42.22M0.0%+0.5%2.300%
8/15/2025Ameriprise Financial Inc.104,856$8.97M0.0%+5.5%0.489%
8/14/2025Florida Financial Advisors LLC4,604$394K0.3%N/A0.021%
8/14/2025Raymond James Financial Inc.488,952$41.85M0.0%-11.8%2.279%
8/14/2025Quantinno Capital Management LP6,833$585K0.0%-16.4%0.032%
8/14/2025NewEdge Advisors LLC13,697$1.17M0.0%+33.9%0.064%
8/14/2025Qube Research & Technologies Ltd2,368$203K0.0%+267.7%0.011%
8/13/2025PGIM Custom Harvest LLC305,036$26.11M0.5%+42.2%1.422%
8/13/2025GeoWealth Management LLC11,642$997K0.0%-13.9%0.054%
8/13/2025Baird Financial Group Inc.8,694$744K0.0%+3.8%0.041%
8/13/2025Crescent Grove Advisors LLC2,379$204K0.0%N/A0.011%
8/13/2025Beacon Pointe Advisors LLC65,026$5.57M0.1%-7.3%0.303%
8/13/2025VestGen Advisors LLC25,847$2.21M0.1%+12.6%0.120%
8/13/2025Scotia Capital Inc.72,676$6.22M0.0%+8.2%0.339%
8/13/2025Northwestern Mutual Wealth Management Co.30,116$2.58M0.0%+1.2%0.140%
8/13/2025Baltimore Washington Financial Advisors Inc.393,663$33.70M1.6%-0.7%1.835%
8/12/2025J.W. Cole Advisors Inc.58,660$5.02M0.1%-1.1%0.273%
8/12/2025RiverFront Investment Group LLC1,418,402$121.42M2.4%-12.8%6.613%
8/12/2025Steward Partners Investment Advisory LLC4,008$343K0.0%+45.0%0.019%
8/12/2025AlphaCore Capital LLC522$45K0.0%+1,173.2%0.002%
8/12/2025JPMorgan Chase & Co.298,829$25.58M0.0%+4.9%1.393%
8/11/2025Anfield Capital Management LLC123,991$10.61M3.5%-1.3%0.575%
8/11/2025Y.D. More Investments Ltd1,000$85K0.0%+53.8%0.005%
8/8/2025Cetera Investment Advisers43,951$3.76M0.0%-3.2%0.204%
8/8/2025Creative Planning23,657$2.03M0.0%-0.5%0.110%
8/8/2025Foundations Investment Advisors LLC505,496$43.27M0.7%+4.2%2.346%
8/8/2025Family Firm Inc.31,367$2.69M0.6%-1.7%0.146%
8/7/2025Cypress Capital Management LLC WY 1,395$119K0.1%-16.7%0.006%
8/6/2025Prospera Financial Services Inc10,554$903K0.0%+1.5%0.049%
8/6/2025Garrison Point Advisors LLC12,705$1.09M0.5%-4.5%0.059%
8/6/2025RPS Advisory Solutions LLC6,286$537K0.3%+11.2%0.029%
8/6/2025Savant Capital LLC11,385$975K0.0%-15.6%0.053%
8/6/2025Moors & Cabot Inc.2,406$206K0.0%-21.8%0.011%
8/5/2025Bank of Montreal Can158,887$13.60M0.0%+0.9%0.737%
8/5/2025Benchmark Financial Wealth Advisors LLC2,722$233K0.1%N/A0.013%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,902$591K0.1%-12.2%0.032%
8/4/2025AMG National Trust Bank9,411$806K0.0%+2.7%0.044%
8/4/2025Adell Harriman & Carpenter Inc.2,400$205K0.0%N/A0.011%
8/1/2025Bessemer Group Inc.1,006$86K0.0%+186.6%0.005%
8/1/2025Envestnet Asset Management Inc.1,296,325$110.97M0.0%-9.2%6.015%
7/31/2025Interchange Capital Partners LLC3,293$282K0.1%-3.8%0.015%
7/31/2025Carnegie Investment Counsel2,860$245K0.0%-62.6%0.013%
7/30/2025WBH Advisory Inc.8,988$769K0.1%+151.7%0.042%
7/29/2025SAM Advisors LLC115,807$9.91M3.4%+2.0%0.537%
7/29/2025Cottonwood Capital Advisors LLC12,345$1.06M0.7%-1.1%0.057%
7/29/2025Koshinski Asset Management Inc.21,149$1.81M0.1%+2.3%0.098%
7/29/2025Private Trust Co. NA570$49K0.0%-50.9%0.003%
7/29/2025Harbor Asset Planning Inc.6,431$550K0.5%N/A0.030%
7/28/2025Patten & Patten Inc. TN22,176$1.90M0.1%-1.5%0.103%
7/25/2025Atria Wealth Solutions Inc.2,683$233K0.0%-15.7%0.012%
7/25/2025Sequoia Financial Advisors LLC8,898$762K0.0%+182.2%0.041%
7/25/2025CWM LLC14,111$1.21M0.0%-3.7%0.065%
7/25/2025Apollon Wealth Management LLC2,731$234K0.0%+5.8%0.013%
7/25/2025Keener Financial Planning LLC900$77K0.0%N/A0.004%
7/24/2025Bernard Wealth Management Corp.44,626$3.82M1.8%+26.3%0.207%
7/24/20253Chopt Investment Partners LLC580$50K0.0%-54.8%0.003%
7/24/2025US Bancorp DE11,225$961K0.0%+1.4%0.052%
7/23/2025Castle Rock Wealth Management LLC6,664$581K0.1%-5.8%0.031%
7/23/2025Valmark Advisers Inc.3,471$297K0.0%+6.0%0.016%
7/23/2025Lakeshore Capital Group Inc.6,997$599K0.5%-14.9%0.032%
7/23/2025Kingswood Wealth Advisors LLC2,845$244K0.0%-42.1%0.013%
7/23/2025Prime Capital Investment Advisors LLC3,507$300K0.0%-7.9%0.016%
7/22/2025DAVENPORT & Co LLC2,626$225K0.0%-13.0%0.012%
7/22/2025Bank Hapoalim BM7,435$636K0.1%-6.1%0.034%
7/18/2025Truist Financial Corp68,958$5.90M0.0%-6.7%0.320%
7/17/2025Janney Montgomery Scott LLC213,026$18.24M0.0%-9.3%0.986%
7/17/2025Fifth Third Securities Inc.23,707$2.03M0.2%+3.8%0.110%
7/17/2025Tritonpoint Wealth LLC4,609$395K0.0%-19.8%0.021%
7/17/2025Consolidated Capital Management LLC6,060$519K0.2%+3.6%0.028%
7/16/2025Howard Capital Management Group LLC97,912$8.38M0.6%-1.2%0.453%
7/16/2025Arkansas Financial Group Inc.116,174$9.99M1.5%-3.2%0.538%
7/16/2025Southern Capital Advisors LLC63,160$5.41M2.8%+4.2%0.292%
7/16/2025CX Institutional950$81K0.0%N/A0.004%
7/16/2025Magnus Financial Group LLC3,659$313K0.0%+20.6%0.017%
7/15/2025Signet Financial Management LLC3,812$326K0.0%+3.9%0.018%
7/15/2025TD Private Client Wealth LLC824$71K0.0%-60.0%0.004%
7/14/2025AdvisorNet Financial Inc34,350$2.94M0.2%-1.6%0.159%
7/14/2025Park Avenue Securities LLC5,035$431K0.0%+4.9%0.023%
7/14/2025Sowell Financial Services LLC2,838$243K0.0%-38.2%0.013%
7/11/2025Orrstown Financial Services Inc.3,683$315K0.1%N/A0.017%
7/11/2025CX Institutional950$81K0.0%N/A0.004%
7/10/2025Kozak & Associates Inc.319,466$27.55M5.6%+18.5%1.493%
7/10/2025Charter Oak Capital Management LLC6,083$521K0.0%-5.2%0.028%
7/10/2025Ferguson Wellman Capital Management Inc.156,766$13.42M0.2%-0.7%0.733%
7/10/2025Wealth Enhancement Advisory Services LLC10,923$955K0.0%+62.5%0.051%
(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, 230 institutional investors and hedge funds held shares of iShares U.S. Financial Services ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($121.42M), Envestnet Asset Management Inc. ($110.97M), Goldman Sachs Group Inc. ($85.42M), Modera Wealth Management LLC ($44.84M), Foundations Investment Advisors LLC ($43.27M), Bank of America Corp DE ($42.22M), and Raymond James Financial Inc. ($41.85M).Learn more on iShares U.S. Financial Services ETF's institutional investors.

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

Of the 199 institutional investors that purchased iShares U.S. Financial Services ETF's 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 ($1.04M), Modera Wealth Management LLC ($579.95K), Foundations Investment Advisors LLC ($505.50K), International Assets Investment Management LLC ($473.27K), Envestnet Asset Management Inc. ($400.20K), and Raymond James & Associates ($396.25K).

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

Institutional investors have bought a total of 3,475,673 shares in the last 24 months. This purchase volume represents approximately $270.80M in transactions.

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

Of the 91 institutional investors that sold iShares U.S. Financial Services ETF's 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), RiverFront Investment Group LLC ($208.37K), Envestnet Asset Management Inc. ($162.67K), Raymond James Financial Inc. ($67.43K), Goldman Sachs Group Inc. ($50.22K), Janney Montgomery Scott LLC ($34.37K), 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 1,060,889 shares in the last 24 months. This volume of shares sold represents approximately $85.88M in transactions.


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This page (NYSEARCA:IYG) was last updated on 9/10/2025 by MarketBeat.com Staff
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