iShares U.s. Financial Servi ETF (IYG): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IYG for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 262

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$90.47

+9.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IYG (all 13F filers)

Dynasty Wealth Management1.5 MWealth adviser−634 K
RiverFront Investment Group1.5 MType not verified+45 K
Goldman Sachs Group1.4 MBank or trading desk+354 K
JPMorgan Chase1.2 MBank or trading desk−169 K
Envestnet Asset Management1.2 MWealth adviser−24 K
Morgan Stanley1.1 MBank or trading desk+54 K
Sagespring Wealth Partners740 KWealth adviser−156 K
OpenArc Corporate Advisory488 KType not verified−278 K
Bank of America480 KBank or trading desk+9,607
Raymond James Financial461 KWealth adviser+11 K

Filer	Type
Dynasty Wealth Management	Wealth adviser	1.5 M	−634 K	$140M
RiverFront Investment Group	Type not verified	1.5 M	+45 K	$138M
Goldman Sachs Group	Bank or trading desk	1.4 M	+354 K	$126M
JPMorgan Chase	Bank or trading desk	1.2 M	−169 K	$111M
Envestnet Asset Management	Wealth adviser	1.2 M	−24 K	$111M
Morgan Stanley	Bank or trading desk	1.1 M	+54 K	$98.5M
Sagespring Wealth Partners	Wealth adviser	740 K	−156 K	$66.9M
OpenArc Corporate Advisory	Type not verified	488 K	−278 K	$44.1M
Bank of America	Bank or trading desk	480 K	+9,607	$43.4M
Raymond James Financial	Wealth adviser	461 K	+11 K	$41.7M

Dynasty Wealth Management
Shares
1.5 M
Change
−634 K
See more
Type
Wealth adviser
Value
$140M
RiverFront Investment Group
Shares
1.5 M
Change
+45 K
See more
Type
Type not verified
Value
$138M
Goldman Sachs Group
Shares
1.4 M
Change
+354 K
See more
Type
Bank or trading desk
Value
$126M
JPMorgan Chase
Shares
1.2 M
Change
−169 K
See more
Type
Bank or trading desk
Value
$111M
Envestnet Asset Management
Shares
1.2 M
Change
−24 K
See more
Type
Wealth adviser
Value
$111M
Morgan Stanley
Shares
1.1 M
Change
+54 K
See more
Type
Bank or trading desk
Value
$98.5M
Sagespring Wealth Partners
Shares
740 K
Change
−156 K
See more
Type
Wealth adviser
Value
$66.9M
OpenArc Corporate Advisory
Shares
488 K
Change
−278 K
See more
Type
Type not verified
Value
$44.1M
Bank of America
Shares
480 K
Change
+9,607
See more
Type
Bank or trading desk
Value
$43.4M
Raymond James Financial
Shares
461 K
Change
+11 K
See more
Type
Wealth adviser
Value
$41.7M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗