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

iShares U.S. Financial Services ETF logo
$77.78 +1.13 (+1.47%)
(As of 12/20/2024 04:33 PM ET)
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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)
122
Total
Institutional Inflows
(last 12 months)
$248.17M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$23.39M
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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
12/13/2024 B. Riley Wealth Advisors Inc.6,875$486K0.0%-18.3%0.034%
11/25/2024 Sanctuary Advisors LLC6,298$447K0.0%-57.4%0.031%
11/18/2024 Financial Avengers Inc.400$28K0.0%N/A0.002%
11/15/2024 MML Investors Services LLC15,672$1.11M0.0%+20.8%0.078%
11/15/2024 National Bank of Canada FI22,774$1.62M0.0%+14.9%0.113%
11/15/2024 EP Wealth Advisors LLC2,247$160K0.0%+28.2%0.011%
11/15/2024 Jane Street Group LLC35,149$2.50M0.0%N/A0.174%
11/15/2024 Wolverine Trading LLC4,388$310K0.0%N/A0.022%
11/15/2024 Stifel Financial Corp89,596$6.36M0.0%+0.2%0.444%
11/15/2024 IHT Wealth Management LLC50,463$3.58M0.1%+107.2%0.250%
11/15/2024 HighTower Advisors LLC48,528$3.44M0.0%-34.6%0.240%
11/14/2024 Captrust Financial Advisors184,956$13.14M0.0%+16.2%0.916%
11/13/2024 Bank of Montreal Can150,368$10.64M0.0%+1.4%0.744%
11/13/2024 Diversified LLC32,760$2.33M0.3%-3.4%0.162%
11/12/2024 Baltimore Washington Financial Advisors Inc.381,794$27.12M1.5%+2.2%1.890%
11/12/2024 Cerity Partners LLC7,472$531K0.0%+113.9%0.037%
11/8/2024 Commerce Bank3,954$281K0.0%+5.4%0.020%
11/8/2024 Wealthgate Family Office LLC51,917$3.69M10.3%-6.1%0.257%
11/6/2024 OneDigital Investment Advisors LLC2,887$205K0.0%N/A0.014%
11/6/2024 Ferguson Wellman Capital Management Inc.158,706$11.27M0.2%-0.5%0.786%
11/6/2024 SAM Advisors LLC120,311$8.54M3.1%-0.9%0.596%
11/6/2024 Oppenheimer & Co. Inc.5,293$376K0.0%N/A0.026%
11/5/2024 GSA Capital Partners LLP3,892$276K0.0%+22.7%0.019%
11/4/2024 Cottonwood Capital Advisors LLC13,019$925K0.7%-11.4%0.064%
11/4/2024 Sigma Planning Corp2,909$207K0.0%N/A0.014%
11/1/2024 Objective Capital Management LLC5,853$416K0.2%N/A0.029%
11/1/2024 Source Financial Advisors LLC14,273$1.01M0.3%-3.8%0.071%
10/30/2024 Capital Wealth Alliance LLC3,174$225K0.1%-27.0%0.016%
10/30/2024 Wetzel 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%
10/28/2024 Interchange Capital Partners LLC4,140$294K0.1%-3.2%0.020%
10/28/2024 Stephens Inc. AR19,175$1.36M0.0%-7.0%0.095%
10/28/2024 Bank Hapoalim BM8,966$637K0.1%-3.8%0.044%
10/24/2024 Southern Capital Advisors LLC51,239$3.64M2.0%+8.3%0.254%
10/24/2024 OMNI 360 Wealth Inc.10,030$712K0.5%+11.8%0.050%
10/24/2024 J.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%
10/23/2024 Garrison 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%
10/22/2024 Private Advisor Group LLC107,539$7.64M0.0%-2.8%0.532%
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10/18/2024 Ferguson 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%
10/18/2024Capital Investment Advisors LLC2,833$201K0.0%N/A0.014%
10/17/2024Kozak & 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%
10/9/2024 Castle Rock Wealth Management LLC9,993$712K0.2%-5.3%0.049%
10/8/2024 CWM LLC14,703$1.04M0.0%-9.5%0.073%
10/8/2024 Kesler 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%
9/23/2024 Centaurus Financial Inc.4,363$285K0.0%-16.0%0.022%
9/5/2024 Sanctuary Advisors LLC14,786$954K0.0%N/A0.073%
8/28/2024 RiverFront Investment Group LLC1,448,241$94.44M2.5%+2.7%7.170%
8/22/2024 Cetera Investment Advisers32,701$2.13M0.0%+1.8%0.162%
8/21/2024 Truist Financial Corp82,149$5.36M0.0%+3.4%0.407%
8/19/2024 B. Riley Wealth Advisors Inc.8,416$549K0.0%+139.5%0.042%
8/16/2024 Northwestern Mutual Wealth Management Co.29,977$1.96M0.0%-2.0%0.148%
8/16/2024 Creative Planning21,180$1.38M0.0%+8.2%0.105%
8/14/2024 Bank of Montreal Can148,236$9.75M0.0%-2.1%0.734%
8/12/2024 Carolinas Wealth Consulting LLC600$39K0.0%+344.4%0.003%
8/12/2024 Mercer Global Advisors Inc. ADV7,554$493K0.0%-10.8%0.037%
8/8/2024 Envestnet Asset Management Inc.1,509,858$98.46M0.0%+12.0%7.475%
8/7/2024 Ashton Thomas Private Wealth LLC420$27K0.0%N/A0.002%
8/5/2024 Private Advisor Group LLC110,580$7.21M0.0%-4.3%0.547%
8/3/2024 National Bank of Canada FI19,825$1.29M0.0%+2.9%0.098%
8/1/2024 Interchange Capital Partners LLC4,279$279K0.1%-22.2%0.021%
7/31/2024Commonwealth Equity Services LLC38,820$2.53M0.0%-8.1%0.192%
7/31/2024 Baltimore 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%
7/26/2024 Cambridge Investment Research Advisors Inc.17,060$1.11M0.0%+4.5%0.084%
7/25/2024 AMG National Trust Bank9,212$601K0.0%+3.0%0.046%
7/25/2024 Southern 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%
7/24/2024 Charter Oak Capital Management LLC5,952$388K0.0%-2.6%0.029%
7/24/2024 Diversified LLC33,916$2.21M0.3%-0.4%0.168%
7/23/2024 Bank Hapoalim BM9,321$608K0.1%-9.0%0.046%
7/19/2024 OMNI 360 Wealth Inc.8,974$585K0.4%+36.4%0.044%
7/19/2024 Financial Partners Group Inc8,185$534K0.1%-17.3%0.041%
7/19/2024Raymond James & Associates564,529$36.81M0.0%+14.5%2.795%
7/18/2024 Cordatus Wealth Management LLC8,256$538K0.2%N/A0.041%
7/17/2024 AlphaMark Advisors LLC1,388$91K0.0%-19.9%0.007%
7/17/2024 Cottonwood Capital Advisors LLC14,694$973K0.8%-2.4%0.073%
7/16/2024 ORG Partners LLC1,500$98K0.0%N/A0.007%
7/16/2024 Howard Capital Management Group LLC112,060$7.31M0.5%+3.4%0.555%
7/16/2024 Ferguson Wellman Capital Management Inc.159,499$10.40M0.2%-2.8%0.790%
7/16/2024 Consolidated Capital Management LLC6,987$456K0.2%-54.7%0.035%
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7/16/2024 Burke & Herbert Bank & Trust Co.11,928$778K0.2%N/A0.059%
7/15/2024 Fifth Third Securities Inc.23,204$1.51M0.1%-14.5%0.115%
7/12/2024 Lion Street Advisors LLC3,451$225K0.1%+199.0%0.017%
7/11/2024 CX Institutional3,412$223K0.0%N/A0.017%
7/10/2024 CWM LLC16,242$1.06M0.0%+9.1%0.080%
7/9/2024 Mather Group LLC.606$40K0.0%+200.0%0.003%
7/5/2024Kozak & Associates Inc.254,585$16.80M4.1%+10.9%1.260%
7/2/2024 Marcum Wealth LLC6,421$419K0.0%-9.1%0.032%
7/2/2024 GAMMA Investing LLC1,323$86K0.0%+42.7%0.007%
6/25/2024 Sensible Money LLC3,213$213K0.1%N/A0.016%
(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, 194 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 163 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. ($196.21K).

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

Institutional investors have bought a total of 5,021,937 shares in the last 24 months. This purchase volume represents approximately $314.13M 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: 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), Janney Montgomery Scott LLC ($41.39K), 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 962,694 shares in the last 24 months. This volume of shares sold represents approximately $53.55M in transactions.


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This page (NYSEARCA:IYG) was last updated on 12/22/2024 by MarketBeat.com Staff
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