ISHARES U.S. FINANCIAL SERVI (IYG) Institutional Ownership and Insiders Activity
ISHARES U.S. FINANCIAL SERVI (IYG) is widely held by institutional investors, with 263 firms reporting positions valued at approximately $1.50B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Dynasty Wealth Management, Llc is the largest disclosed holder, reporting approximately $139.79M in IYG holdings in its latest filing.
Institutional Holders
263
Total Reported Value
$1.50B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$139.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
38
Top Institutional Owners
View allInvestorReported Balance
- Dynasty Wealth Management, Llc$139.79M
- Riverfront Investment Group, Llc$137.82M
- Goldman Sachs Group Inc$125.55M
- Jpmorgan Chase & Co$110.86M
- Envestnet Asset Management Inc$110.58M