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

iShares U.S. Financial Services ETF logo
$82.31 +0.88 (+1.08%)
As of 04:10 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)
123
Total
Institutional Inflows
(last 12 months)
$249.90M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$42.93M
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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
1/21/2025Geneos Wealth Management Inc.21,756$1.69M0.1%+5.4%0.108%
1/21/2025Cottonwood 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%
1/14/2025 Park Avenue Securities LLC4,387$341K0.0%N/A0.022%
1/8/2025 International Assets Investment Management LLC3,307$257K0.0%-98.7%0.016%
1/6/2025 Kozak & Associates Inc.261,636$20.52M4.7%+4.4%1.295%
12/26/2024JPMorgan Chase & Co.261,570$18.58M0.0%+2.2%1.295%
12/13/2024B. Riley Wealth Advisors Inc.6,875$486K0.0%-18.3%0.034%
11/25/2024Sanctuary Advisors LLC6,298$447K0.0%-57.4%0.031%
11/18/2024Financial Avengers Inc.400$28K0.0%N/A0.002%
11/15/2024MML Investors Services LLC15,672$1.11M0.0%+20.8%0.078%
11/15/2024National Bank of Canada FI22,774$1.62M0.0%+14.9%0.113%
11/15/2024EP Wealth Advisors LLC2,247$160K0.0%+28.2%0.011%
11/15/2024Jane Street Group LLC35,149$2.50M0.0%N/A0.174%
11/15/2024Wolverine Trading LLC4,388$310K0.0%N/A0.022%
11/15/2024Stifel Financial Corp89,596$6.36M0.0%+0.2%0.444%
11/15/2024IHT Wealth Management LLC50,463$3.58M0.1%+107.2%0.250%
11/15/2024HighTower Advisors LLC48,528$3.44M0.0%-34.6%0.240%
11/14/2024Captrust Financial Advisors184,956$13.14M0.0%+16.2%0.916%
11/13/2024Bank of Montreal Can150,368$10.64M0.0%+1.4%0.744%
11/13/2024Diversified LLC32,760$2.33M0.3%-3.4%0.162%
11/12/2024Baltimore Washington Financial Advisors Inc.381,794$27.12M1.5%+2.2%1.890%
11/12/2024Cerity Partners LLC7,472$531K0.0%+113.9%0.037%
11/8/2024Commerce Bank3,954$281K0.0%+5.4%0.020%
11/8/2024Wealthgate Family Office LLC51,917$3.69M10.3%-6.1%0.257%
11/6/2024OneDigital Investment Advisors LLC2,887$205K0.0%N/A0.014%
11/6/2024Ferguson Wellman Capital Management Inc.158,706$11.27M0.2%-0.5%0.786%
11/6/2024SAM Advisors LLC120,311$8.54M3.1%-0.9%0.596%
11/6/2024Oppenheimer & Co. Inc.5,293$376K0.0%N/A0.026%
11/5/2024GSA Capital Partners LLP3,892$276K0.0%+22.7%0.019%
11/4/2024Cottonwood Capital Advisors LLC13,019$925K0.7%-11.4%0.064%
11/4/2024Sigma Planning Corp2,909$207K0.0%N/A0.014%
11/1/2024Objective Capital Management LLC5,853$416K0.2%N/A0.029%
11/1/2024Source Financial Advisors LLC14,273$1.01M0.3%-3.8%0.071%
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10/30/2024Capital Wealth Alliance LLC3,174$225K0.1%-27.0%0.016%
10/30/2024Wetzel Investment Advisors Inc.4,157$295K0.1%+5.5%0.021%
10/29/2024 Janney Montgomery Scott LLC243,119$17.27M0.0%-1.7%1.204%
10/28/2024Interchange Capital Partners LLC4,140$294K0.1%-3.2%0.020%
10/28/2024Stephens Inc. AR19,175$1.36M0.0%-7.0%0.095%
10/28/2024Bank Hapoalim BM8,966$637K0.1%-3.8%0.044%
10/24/2024Southern Capital Advisors LLC51,239$3.64M2.0%+8.3%0.254%
10/24/2024OMNI 360 Wealth Inc.10,030$712K0.5%+11.8%0.050%
10/24/2024J.W. Cole Advisors Inc.61,239$4.35M0.2%-0.6%0.303%
10/24/2024 Wealth Enhancement Advisory Services LLC3,507$249K0.0%+6.5%0.017%
10/23/2024Garrison Point Advisors LLC13,645$969K0.6%-1.4%0.068%
10/22/2024 International Assets Investment Management LLC260,834$18.52M0.0%+7,787.3%1.291%
10/22/2024Private Advisor Group LLC107,539$7.64M0.0%-2.8%0.532%
10/18/2024Ferguson Wellman Capital Management Inc.156,330$11.10M0.2%-2.0%0.774%
10/18/2024Raymond James & Associates561,686$39.89M0.0%-0.5%2.781%
10/18/2024 Capital Investment Advisors LLC2,833$201K0.0%N/A0.014%
10/17/2024 Kozak & Associates Inc.250,549$18.77M4.4%-1.6%1.240%
10/17/2024 Howard Capital Management Group LLC114,452$8.13M0.6%+2.1%0.567%
10/16/2024 Consolidated Capital Management LLC6,008$427K0.2%-14.0%0.030%
10/16/2024 Verum Partners LLC3,000$213K0.1%N/A0.015%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.534$38K0.0%N/A0.003%
10/10/2024 Koshinski Asset Management Inc.20,751$1.47M0.1%-3.5%0.103%
10/10/2024 Carnegie Investment Counsel5,188$368K0.0%+5.2%0.026%
10/9/2024Castle Rock Wealth Management LLC9,993$712K0.2%-5.3%0.049%
10/8/2024CWM LLC14,703$1.04M0.0%-9.5%0.073%
10/8/2024Kesler Norman & Wride LLC5,416$385K0.1%N/A0.027%
10/5/2024 Arkansas Financial Group Inc.138,701$9.85M1.5%-0.6%0.687%
9/23/2024Centaurus Financial Inc.4,363$285K0.0%-16.0%0.022%
9/5/2024Sanctuary Advisors LLC14,786$954K0.0%N/A0.073%
8/28/2024RiverFront Investment Group LLC1,448,241$94.44M2.5%+2.7%7.170%
8/22/2024Cetera Investment Advisers32,701$2.13M0.0%+1.8%0.162%
8/21/2024Truist Financial Corp82,149$5.36M0.0%+3.4%0.407%
8/19/2024B. Riley Wealth Advisors Inc.8,416$549K0.0%+139.5%0.042%
8/16/2024Northwestern Mutual Wealth Management Co.29,977$1.96M0.0%-2.0%0.148%
8/16/2024Creative Planning21,180$1.38M0.0%+8.2%0.105%
8/14/2024Bank of Montreal Can148,236$9.75M0.0%-2.1%0.734%
8/12/2024Carolinas Wealth Consulting LLC600$39K0.0%+344.4%0.003%
8/12/2024Mercer Global Advisors Inc. ADV7,554$493K0.0%-10.8%0.037%
8/8/2024Envestnet Asset Management Inc.1,509,858$98.46M0.0%+12.0%7.475%
8/7/2024Ashton Thomas Private Wealth LLC420$27K0.0%N/A0.002%
8/5/2024Private Advisor Group LLC110,580$7.21M0.0%-4.3%0.547%
8/3/2024National Bank of Canada FI19,825$1.29M0.0%+2.9%0.098%
8/1/2024Interchange Capital Partners LLC4,279$279K0.1%-22.2%0.021%
7/31/2024Commonwealth Equity Services LLC38,820$2.53M0.0%-8.1%0.192%
7/31/2024Baltimore Washington Financial Advisors Inc.373,427$24.35M1.4%+3.4%1.849%
7/30/2024 International Assets Investment Management LLC3,307$216K0.0%N/A0.016%
7/26/2024Cambridge Investment Research Advisors Inc.17,060$1.11M0.0%+4.5%0.084%
7/25/2024AMG National Trust Bank9,212$601K0.0%+3.0%0.046%
7/25/2024Southern Capital Advisors LLC47,322$3.09M1.9%+2.5%0.234%
7/24/2024Family Firm Inc.36,316$2.37M0.3%-4.0%0.180%
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7/24/2024Charter Oak Capital Management LLC5,952$388K0.0%-2.6%0.029%
7/24/2024Diversified LLC33,916$2.21M0.3%-0.4%0.168%
7/23/2024Bank Hapoalim BM9,321$608K0.1%-9.0%0.046%
7/19/2024OMNI 360 Wealth Inc.8,974$585K0.4%+36.4%0.044%
7/19/2024Financial Partners Group Inc8,185$534K0.1%-17.3%0.041%
7/19/2024Raymond James & Associates564,529$36.81M0.0%+14.5%2.795%
7/18/2024Cordatus Wealth Management LLC8,256$538K0.2%N/A0.041%
7/17/2024AlphaMark Advisors LLC1,388$91K0.0%-19.9%0.007%
7/17/2024Cottonwood Capital Advisors LLC14,694$973K0.8%-2.4%0.073%
7/16/2024 ORG Partners LLC1,500$98K0.0%N/A0.007%
(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, 195 institutional investors and hedge funds held shares of iShares U.S. Financial Services ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($98.46M), RiverFront Investment Group LLC ($94.44M), Goldman Sachs Group Inc. ($71.97M), Bank of America Corp DE ($49.61M), Modera Wealth Management LLC ($44.84M), Raymond James & Associates ($39.89M), and Baltimore Washington Financial Advisors Inc. ($27.12M).Learn more on IYG's institutional investors.

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

Of the 164 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: RiverFront Investment Group LLC ($1.02M), Modera Wealth Management LLC ($579.95K), International Assets Investment Management LLC ($473.27K), Raymond James & Associates ($411.55K), Envestnet Asset Management Inc. ($400.20K), Baltimore Washington Financial Advisors Inc. ($324.45K), and Kozak & Associates Inc. ($205.95K).

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

Institutional investors have bought a total of 5,012,772 shares in the last 24 months. This purchase volume represents approximately $314.24M in transactions.

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

Of the 93 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), Raymond James & Associates ($100.45K), Envestnet Asset Management Inc. ($89.11K), Commonwealth Equity Services LLC ($61.50K), Bank of America Corp DE ($45.74K), and Janney Montgomery Scott LLC ($44.69K).

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

Institutional investors have sold a total of 1,222,467 shares in the last 24 months. This volume of shares sold represents approximately $74.20M in transactions.


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This page (NYSEARCA:IYG) was last updated on 1/21/2025 by MarketBeat.com Staff
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