Who Owns IYG?
iShares U.S. Financial Services ETF — Institutional Ownership & 13F Holdings
$87.45
+0.74 (+0.85%)
Market Cap
$1.9B
Shares Outstanding
22,899,714
Institutional Holders
248
Total Inst. Value
$835.1M
% of Float Held
—
QoQ Holder Change
+99
Institutional data as of Q1 2025
New Positions
64
Closed Positions
28
Increased
78
Decreased
52
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | $127.8M | 1,626,775 |
| 2 | GOLDMAN SACHS GROUP INC | $85.4M | 1,087,482 |
| 3 | MORGAN STANLEY | $74.9M | 953,215 |
| 4 | RAYMOND JAMES FINANCIAL INC | $43.5M | 554,176 |
| 5 | BANK OF AMERICA CORP /DE/ | $38.5M | 490,655 |
| 6 | ROYAL BANK OF CANADA | $36.5M | 464,453 |
| 7 | WELLS FARGO & COMPANY/MN | $31.3M | 398,101 |
| 8 | Baltimore-Washington Financial Advisors, Inc. | $31.2M | 396,609 |
| 9 | Circle Wealth Management, LLC | $23.1M | 294,600 |
| 10 | JPMORGAN CHASE & CO | $22.4M | 284,768 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RiverFront Investment Group, LLC | +70K | $127.8M |
| MORGAN STANLEY | +43K | $74.9M |
| BANK OF AMERICA CORP /DE/ | +28K | $38.5M |
| WELLS FARGO & COMPANY/MN | +8K | $31.3M |
| Baltimore-Washington Financial Advisors, Inc. | +7K | $31.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -90K | $616K |
| GOLDMAN SACHS GROUP INC | -50K | $85.4M |
| BlackRock, Inc. | -30K | $3.3M |
| Howard Capital Management Group, LLC | -15K | $7.8M |
| JONES FINANCIAL COMPANIES LLLP | -14K | $477K |
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Frequently Asked Questions
How many institutional investors hold IYG?
As of Q1 2025, 248 institutional investors report holding IYG (iShares U.S. Financial Services ETF) in their 13F filings.
Which hedge fund owns the most IYG?
The largest institutional holder of IYG is RiverFront Investment Group, LLC with $127.8M in shares.
Are institutions buying or selling IYG?
This quarter, 64 institutions opened new positions in IYG and 28 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.