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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +2,371 | — | 2,371 | $214.52K | Q2 2026 | Aug 27, 2026 |
| Bernard Wealth Management Corp. | Sell | -2,134 | -4.6% | 43,980 | $3.98M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +1,930 | +23.3% | 10,198 | $922.62K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,583 | -3.5% | 97,752 | $8.84M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -1,148 | -7.1% | 15,019 | $1.36M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -57 | -1.7% | 3,300 | $299.00K | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Buy | +354,412 | +34.3% | 1,387,734 | $125.55M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +145,844 | — | 145,844 | $13.26M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -31,500 | -16.9% | 155,400 | $14.06M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +16,243 | +3.9% | 436,095 | $39.45M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -11,967 | -80.1% | 2,973 | $269.00K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +11,457 | — | 11,457 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +10,611 | +2.4% | 461,178 | $41.72M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -10,246 | -2.9% | 344,920 | $31.20M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +9,607 | +2.0% | 479,885 | $43.42M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -8,972 | -21.1% | 33,463 | $3.03M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,654 | +8.6% | 84,053 | $7.60M | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | Buy | +5,761 | +3.9% | 153,440 | $13.88M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +5,297 | +27.8% | 24,320 | $2.20M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +4,052 | +8.8% | 50,139 | $4.53M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +3,814 | +5.7% | 70,874 | $6.41M | Q2 2026 | Aug 14, 2026 |
| Excelsior Advisor Network Llc | Buy | +3,232 | — | 3,232 | $292.39K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +3,166 | +103.9% | 6,213 | $562.09K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -3,102 | -22.2% | 10,882 | $984.51K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -2,690 | -29.5% | 6,444 | $582.99K | Q2 2026 | Aug 14, 2026 |
| Royal Capital Wealth Management, Llc | Buy | +2,400 | — | 2,400 | $217.13K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -1,614 | -31.5% | 3,508 | $317.36K | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +1,436 | +31.4% | 6,016 | $544.27K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +1,305 | +18.8% | 8,261 | $747.40K | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +1,236 | +11.2% | 12,317 | $1.11M | Q2 2026 | Aug 14, 2026 |
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.