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

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(As of 06/10/2024 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)
108
Total
Institutional Inflows
(last 12 months)
$248.85M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$21.32M
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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
6/5/2024 Objective Capital Management LLC6,298$418K0.3%+200.0%0.031%
5/24/2024 Cetera Advisors LLC3,815$253K0.0%N/A0.019%
5/24/2024 Cetera Investment Advisers32,132$2.13M0.0%+2,218.3%0.159%
5/17/2024 Kozak & Associates Inc.229,580$15.30M4.1%+209.6%1.137%
5/17/2024 Investmark Advisory Group LLC6,072$403K0.2%+201.0%0.030%
5/17/2024 Comerica Bank20,518$1.36M0.0%+195.9%0.102%
5/16/2024 B. Riley Wealth Advisors Inc.3,514$233K0.0%+25.4%0.017%
5/14/2024 EP Wealth Advisors LLC1,751$116K0.0%+197.3%0.009%
5/11/2024 Capital Wealth Alliance LLC4,443$295K0.2%+248.7%0.022%
5/11/2024 Patten & Patten Inc. TN23,181$1.54M0.1%+192.4%0.114%
5/10/2024 Garrison Point Advisors LLC13,845$918K0.6%+198.7%0.068%
5/10/2024 Horizon Family Wealth Inc.4,536$301K0.2%+198.0%0.022%
5/9/2024 HBK Sorce Advisory LLC3,943$261K0.0%+200.1%0.019%
5/9/2024 Interchange Capital Partners LLC5,499$361K0.2%+174.0%0.027%
5/9/2024 New Insight Wealth Advisors8,386$556K0.3%+193.6%0.041%
5/9/2024 Koshinski Asset Management Inc.6,531$433K0.0%N/A0.032%
5/8/2024 Baltimore Washington Financial Advisors Inc.361,113$23.94M1.5%+210.6%1.783%
5/8/2024 Advisors Preferred LLC873$58K0.0%N/A0.004%
5/8/2024 Avantax Advisory Services Inc.7,670$509K0.0%+180.4%0.038%
5/8/2024 US Bancorp DE9,715$644K0.0%+252.0%0.048%
5/8/2024 Wealth Forward LLC3,165$210K0.2%N/A0.016%
5/7/2024 Abbrea Capital LLC3,519$233K0.0%+200.0%0.017%
5/6/2024 First Long Island Investors LLC3,120$207K0.0%N/A0.015%
5/4/2024 SPC Financial Inc.3,450$229K0.0%+200.0%0.017%
5/4/2024 Keener Financial Planning LLC900$60K0.0%+200.0%0.004%
5/4/2024 Geneos Wealth Management Inc.21,146$1.40M0.1%+752.3%0.104%
5/3/2024 Southern Capital Advisors LLC46,167$3.06M1.9%+151.0%0.228%
5/2/2024 Diversified LLC34,068$2.26M0.3%+184.8%0.168%
5/2/2024 RiverFront Investment Group LLC1,410,030$93.48M2.6%+210.7%6.963%
5/2/2024 Family Firm Inc.37,840$2.51M0.6%+199.7%0.187%
5/1/2024 Janney Montgomery Scott LLC259,536$17.21M0.1%+189.4%1.282%
5/1/2024 BNP Paribas Financial Markets150,000$9.95M0.0%N/A0.741%
5/1/2024 Source Financial Advisors LLC15,075$999K0.3%+84.7%0.074%
4/30/2024 Private Advisor Group LLC115,503$7.66M0.1%+186.3%0.570%
4/30/2024 J.W. Cole Advisors Inc.61,543$4.08M0.2%+186.1%0.304%
4/29/2024Commonwealth Equity Services LLC42,264$2.80M0.0%+185.4%0.209%
4/29/2024 Benjamin F. Edwards & Company Inc.634$42K0.0%+159.8%0.003%
4/29/2024 RWA Wealth Partners LLC3,186$211K0.0%N/A0.016%
4/26/2024 Cottonwood Capital Advisors LLC15,061$945K0.7%+194.3%0.074%
4/26/2024 Tritonpoint Wealth LLC6,504$431K0.0%+144.7%0.032%
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4/25/2024 TRUE Private Wealth Advisors6,207$412K0.0%+157.8%0.031%
4/24/2024 CENTRAL TRUST Co703$47K0.0%+200.4%0.003%
4/24/2024 Spire Wealth Management733$49K0.0%+200.4%0.004%
4/24/2024 Financial Freedom LLC6,604$438K0.3%+46.1%0.033%
4/23/2024 Wetzel Investment Advisors Inc.3,942$247K0.1%+208.5%0.019%
4/23/2024 Charter Oak Capital Management LLC6,108$405K0.0%+200.0%0.030%
4/23/2024 Swisher Financial Concepts Inc.5,236$336K0.3%+51.1%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.27,722$1.84M0.0%+193.5%0.137%
4/22/2024 Raymond James & Associates493,209$32.70M0.0%+191.6%2.436%
4/19/2024 FORVIS Wealth Advisors LLC6,150$408K0.0%+179.5%0.030%
4/19/2024 OMNI 360 Wealth Inc.6,580$436K0.4%N/A0.032%
4/18/2024 AlphaMark Advisors LLC1,733$115K0.0%+183.6%0.009%
4/18/2024 Fifth Third Securities Inc.27,144$1.80M0.2%+176.1%0.134%
4/16/2024 Register Financial Advisors LLC4,438$294K0.2%+200.7%0.022%
4/16/2024 Indiana Trust & Investment Management CO402$27K0.0%+100.0%0.002%
4/16/2024 Arkansas Financial Group Inc.140,769$9.33M1.6%+193.2%0.695%
4/15/2024 Signet Financial Management LLC3,735$248K0.0%+209.4%0.018%
4/15/2024 Sunbelt Securities Inc.9,517$631K0.1%+165.2%0.047%
4/12/2024 AdvisorNet Financial Inc2,637$175K0.0%+172.1%0.013%
4/11/2024 Salem Investment Counselors Inc.450$30K0.0%+200.0%0.002%
4/10/2024 Marcum Wealth LLC7,065$468K0.0%+189.2%0.035%
4/9/2024 Ferguson Wellman Capital Management Inc.164,106$10.88M0.2%+185.9%2.218%
4/5/2024 GAMMA Investing LLC927$61K0.0%+200.0%0.013%
4/5/2024 Summit Financial Group Inc.11,928$791K0.3%+200.0%0.161%
4/5/2024 NBC Securities Inc.876$58K0.0%+189.1%0.012%
4/5/2024 CWM LLC14,882$987K0.0%+212.6%0.201%
3/15/2024 B. Riley Wealth Advisors Inc.2,803$502K0.0%-20.2%0.038%
3/8/2024 ICA Group Wealth Management LLC615$110K0.0%N/A0.008%
3/5/2024 Fisher Asset Management LLC1,304$234K0.0%N/A0.018%
3/4/2024 Fortis Group Advisors LLC160$29K0.0%+100.0%0.002%
3/1/2024 Goldman Sachs Group Inc.401,581$71.97M0.0%-32.0%5.427%
2/28/2024 EP Wealth Advisors LLC589$106K0.0%N/A0.008%
2/23/2024 Arkansas Financial Group Inc.48,016$8.61M1.6%+0.3%0.649%
2/15/2024 Comerica Bank6,934$1.24M0.0%-14.6%0.094%
2/13/2024 Envestnet Asset Management Inc.486,452$87.18M0.0%-1.0%6.574%
2/13/2024 Stephens Inc. AR6,824$1.22M0.0%-11.6%0.092%
2/13/2024 Jones Financial Companies Lllp1,709$306K0.0%N/A0.023%
2/12/2024 Scotia Capital Inc.26,524$4.75M0.0%-1.1%0.358%
2/12/2024Focus Financial Network Inc. ADV6,020$1.08M0.0%N/A0.081%
2/12/2024 Stifel Financial Corp30,322$5.43M0.0%-1.2%0.410%
2/9/2024 Advisory Services Network LLC6,202$1.11M0.0%-1.0%0.084%
2/9/2024 Commerce Bank1,250$224K0.0%N/A0.017%
2/9/2024 Frazier Financial Advisors LLC163$29K0.0%N/A0.002%
2/9/2024 Tidemark LLC361$65K0.0%N/A0.005%
2/9/2024 SAM Advisors LLC41,210$7.39M2.9%+0.5%0.557%
2/9/2024 D.A. Davidson & CO.2,372$425K0.0%+4.4%0.032%
2/9/2024 Wells Fargo & Company MN121,130$21.71M0.0%-3.3%1.637%
2/9/2024 UBS Group AG89,857$16.10M0.0%-10.6%1.214%
2/8/2024 Beacon Pointe Advisors LLC27,606$4.95M0.1%-2.9%0.373%
2/8/2024 Janney Montgomery Scott LLC89,685$16.07M0.1%-3.3%1.212%
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2/7/2024 Avantax Advisory Services Inc.2,735$490K0.0%+12.9%0.037%
2/7/2024 Consolidated Capital Management LLC5,505$987K0.5%+90.9%0.074%
2/7/2024 Principal Securities Inc.2,292$411K0.0%N/A0.031%
2/6/2024 Apollon Wealth Management LLC1,199$215K0.0%N/A0.016%
2/6/2024 Private Advisor Group LLC40,337$7.23M0.1%-2.8%0.545%
2/6/2024 National Bank of Canada FI5,520$989K0.0%+18.0%0.075%
2/6/2024 Fisher Asset Management LLC1,304$234K0.0%N/A0.018%
2/5/2024 RiverFront Investment Group LLC453,872$81.34M2.6%+0.1%6.133%
2/2/2024 Truist Financial Corp62,691$11.24M0.0%+4.4%0.847%
2/2/2024 Simplex Trading LLC245$43K0.0%N/A0.003%
(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 RiverFront Investment Group LLC ($93.48M), Envestnet Asset Management Inc. ($87.18M), Goldman Sachs Group Inc. ($71.97M), Bank of America Corp DE ($49.61M), Modera Wealth Management LLC ($44.84M), Raymond James & Associates ($32.70M), and Royal Bank of Canada ($24.57M).Learn more on IYG's institutional investors.

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

Of the 157 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 ($981.17K), Modera Wealth Management LLC ($579.95K), Raymond James & Associates ($340.23K), Baltimore Washington Financial Advisors Inc. ($305.15K), Envestnet Asset Management Inc. ($244.25K), International Assets Investment Management LLC ($212.43K), and Janney Montgomery Scott LLC ($177.09K).

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

Institutional investors have bought a total of 4,458,339 shares in the last 24 months. This purchase volume represents approximately $271.18M in transactions.

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

Of the 107 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: Envestnet Asset Management Inc. ($687.43K), Janney Montgomery Scott LLC ($654.62K), Truist Financial Corp ($478.21K), Aaron Wealth Advisors LLC ($346.11K), Goldman Sachs Group Inc. ($188.97K), Raymond James & Associates ($109.48K), and Commonwealth Equity Services LLC ($60.26K).

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

Institutional investors have sold a total of 3,185,466 shares in the last 24 months. This volume of shares sold represents approximately $160.96M in transactions.


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This page (NYSEARCA:IYG) was last updated on 6/11/2024 by MarketBeat.com Staff

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