ISHARES U.S. FINANCIAL SERVI (IYG) Institutional Ownership Changes & 13F Activity

ISHARES U.S. FINANCIAL SERVI (IYG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Ameriprise Financial Inc, Two Sigma Investments, Lp, Royal Bank Of Canada, and Flow Traders U.S. Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+2,3712,371$214.52KQ2 2026Aug 27, 2026
Bernard Wealth Management Corp.Sell-2,134-4.6%43,980$3.98MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+1,930+23.3%10,198$922.62KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-3,583-3.5%97,752$8.84MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-1,148-7.1%15,019$1.36MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-57-1.7%3,300$299.00KQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+354,412+34.3%1,387,734$125.55MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+145,844145,844$13.26MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-31,500-16.9%155,400$14.06MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+16,243+3.9%436,095$39.45MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-11,967-80.1%2,973$269.00KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+11,45711,457$1.04MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,611+2.4%461,178$41.72MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-10,246-2.9%344,920$31.20MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+9,607+2.0%479,885$43.42MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-8,972-21.1%33,463$3.03MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,654+8.6%84,053$7.60MQ2 2026Aug 14, 2026
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.Buy+5,761+3.9%153,440$13.88MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+5,297+27.8%24,320$2.20MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+4,052+8.8%50,139$4.53MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+3,814+5.7%70,874$6.41MQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+3,2323,232$292.39KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+3,166+103.9%6,213$562.09KQ2 2026Aug 14, 2026
&PartnersSell-3,102-22.2%10,882$984.51KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-2,690-29.5%6,444$582.99KQ2 2026Aug 14, 2026
Royal Capital Wealth Management, LlcBuy+2,4002,400$217.13KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-1,614-31.5%3,508$317.36KQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+1,436+31.4%6,016$544.27KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+1,305+18.8%8,261$747.40KQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+1,236+11.2%12,317$1.11MQ2 2026Aug 14, 2026
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Frequently asked questions about IYG activity

  • Which institutional owners are buying IYG?

    Institutional owners buying IYG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IYG activity?

    "Buy" means an investor increased their reported position in IYG compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. FINANCIAL SERVI (IYG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IYG increasing?

    Institutional interest in IYG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.