ISHARES TR (IYG) is held by 79 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Dynasty Wealth Management, LLC as of Q1 2026.

Are institutions buying or selling IYG?

In Q1 2026, 45 institutions opened or increased positions in ISHARES TR while 30 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IYG?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold IYG?

79 institutional investors report holding ISHARES TR (IYG) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IYG?

As of Q1 2026, tracked institutions in ISHARES TR show 45 buyers versus 30 sellers — net inflows.

ISHARES TR

IYG·464287770·US·ETF·Unknown - Unknown

Holders

Avg rating(23 Elite)

$943.3M

Total Value

60% (83)

Fund Consensus

45 buying - 30 selling

No verdict yet — fewer than 2 funds hold IYG.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Dynasty Wealth Management, LLC	Increased	2.2M(+309.5%)	$180.5M	1.6%	+7.17%	77
JPMORGAN CHASE & CO	Increased	1.4M(+35.1%)	$112.6M	0.0%	+6.82%	39
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.2M(-6.2%)	$103.2M	0.0%	+51.71%	0
MORGAN STANLEY	Decreased	1M(-4.2%)	$85.7M	0.0%	+39.29%	0
GOLDMAN SACHS GROUP INC	Increased	1M(+1.1%)	$85.6M	0.0%	+21.59%	30
BANK OF AMERICA CORP /DE/	Decreased	470,278(-1.1%)	$39M	0.0%	+21.31%	0
LPL Financial LLC	Decreased	467,459(-2.6%)	$38.7M	0.0%	+45.36%	0
RAYMOND JAMES FINANCIAL INC	Increased	450,567(+0.2%)	$37.3M	0.0%	+21.72%	29
ROYAL BANK OF CANADA	Decreased	419,852(-5.4%)	$34.8M	0.0%	+20.26%	0
WELLS FARGO & COMPANY/MN	Increased	355,166(+0.1%)	$29.4M	0.0%	+53.32%	29
MML INVESTORS SERVICES, LLC	Decreased	224,825(-11.4%)	$18.6M	0.1%	+6.19%	0
Private Advisor Group, LLC	Increased	208,916(+17.0%)	$17.3M	0.1%	+31.22%	33
AMERIPRISE FINANCIAL INC	Decreased	199,385(-12.5%)	$16.5M	0.0%	+13.52%	0
BANK OF MONTREAL /CAN/	Increased	187,495(+12.5%)	$15.5M	0.0%	+19.20%	32
TWO SIGMA INVESTMENTS, LP	New	186,900	$15.5M	0.0%	+9.43%	39
UBS Group AG	Decreased	111,193(-1.2%)	$9.2M	0.0%	+72.65%	0
Beacon Pointe Advisors, LLC	Increased	101,335(+25.7%)	$8.4M	0.0%	+24.16%	34
STIFEL FINANCIAL CORP	Decreased	97,251(-5.4%)	$8.1M	0.0%	+49.34%	0
OSAIC HOLDINGS, INC.	Increased	77,399(+20.4%)	$6.4M	0.0%	+30.91%	32
BANK OF NOVA SCOTIA	Unchanged	72,600	$6M	0.0%	+21.74%	0