IYG

Ishares U.s. Financial Servi

+$70.0M

Net Activity

Institutions Holding

264

Popularity Rank

#2246

Avg Weight

0.17%

Total Value

$1.5B

Ownership Trend

264 institutions currently hold IYG, with 125 net buyers and 96 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

96

Net Buying Institutions

125

Key Holders

Key Holders

Top 5 by Value

DW
Dynasty Wealth Management, LLC
$180.5M
RI
RiverFront Investment Group, LLC
$122.4M
JC
Jpmorgan Chase & Co
$112.6M
EA
Envestnet Asset Management INC
$103.2M
MS
Morgan Stanley
$85.7M

Top 5 by Conviction

K&
Kozak & Associates, Inc.
7.30%
WH
Wallace Hart LLC
4.41%
SA
SAM Advisors, LLC
3.01%
CW
Centerline Wealth Advisors, LLC
1.98%
RI
RiverFront Investment Group, LLC
1.89%
View all 264 holding institutions

Quarterly Activity

Recent Activity

+$1.0B

Total Buy Value

$558.9M

Total Sell Value

New buy32
Trim72
Add93
Sold out24

125

Net Buyers

96

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES U.S. FINANCIAL SERVI (IYG)?
Major stakeholders currently include Dynasty Wealth Management, LLC ($180.5M), RiverFront Investment Group, LLC ($122.4M), Jpmorgan Chase & Co ($112.6M). Based on the latest 13F filings, there are a total of 264 tracked investment funds and institutions maintaining positions in IYG.
What is the overall institutional sentiment toward IYG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $70.0M, driven by 125 managers accumulating shares while 96 reduced their exposure.
Which institutions have been selling or reducing their IYG positions?
In the latest period, 72 funds trimmed their holdings, and 24 managers completely exited their positions. The aggregate reported sell value was $558.9M.
Are there any notable investors adding IYG to their portfolios?
Yes, buying activity remains notable. 32 institutions opened new positions in {ticker}, and 93 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.0B.

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