Who owns IYG?
iShares U.S. Financial Services ETF · iShares
262 institutions reported holding IYG, worth $1.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IYG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | St. Petersburg, FL | $139.8M | 1,545,194 | −633,877 shares |
| RiverFront Investment Group, LLC | Richmond, VA | $137.8M | 1,523,347 | +45,260 shares |
| Goldman Sachs Group Inc. | New York, NY | $125.5M | 1,387,734 | +354,412 shares |
| JPMorgan Chase & Co | New York, NY | $110.9M | 1,224,738 | −168,858 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $110.6M | 1,222,231 | −23,966 shares |
| Morgan Stanley | New York, NY | $98.5M | 1,088,602 | +54,213 shares |
| Sagespring Wealth Partners, LLC | Franklin, TN | $66.9M | 739,777 | −156,326 shares |
| OpenArc Corporate Advisory, LLC | Atlanta, GA | $44.1M | 487,555 | −277,775 shares |
| Bank of America Corp. | Charlotte, NC | $43.4M | 479,885 | +9,607 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $41.7M | 461,178 | +10,611 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IYG?
262 institutional managers reported holding IYG in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Dynasty Wealth Management, LLC, at $139.8M.
Did institutions buy or sell IYG last quarter?
Reported 13F value fell 1.4% from March 31, 2026, which includes price moves as well as buying and selling. 31 firms reported a new position and 27 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IYG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.