ISHARES TR (IYG) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IYG?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IYG?

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

Is institutional money flowing into IYG?

77 institutional investors hold ISHARES TR (IYG). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IYG?

Track institutional sentiment and conviction scores for ISHARES TR (IYG) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

IYG·464287770·US·etf·Unknown - Unknown

U.S. FIN SVC ETF

IYG (ISHARES TR) is held by 77 institutional investors as of Q4 2025. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($122.6M), MORGAN STANLEY ($99.6M), JPMORGAN CHASE & CO ($95.2M). Net institutional sentiment: Mixed.

Holders

Avg rating(11 Elite)

$877M

Total Value

55% (82)

Fund Consensus

38 buying - 32 selling

Smart Money Verdict- Q4 2025View all

61Mixed MomentumSingle Source

Held by 77 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	1.3M(+0.4%)	$122.6M	0.0%	+38.63%	30
MORGAN STANLEY	Increased	1.1M(+0.4%)	$99.6M	0.0%	+27.28%	30
JPMORGAN CHASE & CO	Increased	1M(+234.8%)	$95.2M	0.0%	-3.20%	48
GOLDMAN SACHS GROUP INC	Decreased	1M(-2.8%)	$94.3M	0.0%	+11.25%	0
Dynasty Wealth Management, LLC	New	532,080	$49.1M	0.5%	-7.96%	48
LPL Financial LLC	Increased	479,941(+5.4%)	$44.3M	0.0%	+32.83%	31
BANK OF AMERICA CORP /DE/	Decreased	475,540(-5.3%)	$43.9M	0.0%	+10.85%	0
RAYMOND JAMES FINANCIAL INC	Decreased	449,860(-6.4%)	$41.5M	0.0%	+11.25%	0
ROYAL BANK OF CANADA	Decreased	443,794(-10.0%)	$40.9M	0.0%	+9.90%	0
WELLS FARGO & COMPANY/MN	Decreased	354,927(-7.6%)	$32.7M	0.0%	+40.14%	0
MML INVESTORS SERVICES, LLC	Increased	253,715(+7.4%)	$23.4M	0.1%	-2.97%	31
AMERIPRISE FINANCIAL INC	Increased	227,801(+21.1%)	$21M	0.0%	+3.74%	34
Private Advisor Group, LLC	Increased	178,608(+4.3%)	$16.5M	0.1%	+24.10%	29
CAPTRUST FINANCIAL ADVISORS	Increased	169,342(+4.4%)	$15.6M	0.0%	+36.26%	29
BANK OF MONTREAL /CAN/	Increased	166,669(+3.2%)	$15.4M	0.0%	+10.15%	29
UBS Group AG	Decreased	112,497(-2.7%)	$10.4M	0.0%	+57.77%	0
STIFEL FINANCIAL CORP	Decreased	102,820(-1.6%)	$9.5M	0.0%	+36.47%	0
Beacon Pointe Advisors, LLC	Increased	80,632(+50.7%)	$7.4M	0.1%	+17.51%	38
BANK OF NOVA SCOTIA	Unchanged	72,600	$6.7M	0.0%	+11.25%	0
SCOTIA CAPITAL INC.	Decreased	71,802(-1.2%)	$6.6M	0.0%	+46.44%	0
Federation des caisses Desjardins du Quebec	Increased	65,969(+0.6%)	$6.1M	0.0%	+40.12%	27
TRUIST FINANCIAL CORP	Decreased	65,795(-0.3%)	$6.1M	0.0%	+48.82%	0
OSAIC HOLDINGS, INC.	Decreased	64,259(-2.3%)	$5.9M	0.0%	+24.63%	0
Cetera Investment Advisers	Decreased	49,113(-0.7%)	$4.5M	0.0%	+18.81%	0
HighTower Advisors, LLC	Decreased	48,845(-2.3%)	$4.5M	0.0%	+35.96%	0
NewEdge Advisors, LLC	Decreased	47,307(-4.7%)	$4.4M	0.0%	+1.89%	0
JONES FINANCIAL COMPANIES LLLP	Increased	41,203(+14.4%)	$3.8M	0.0%	+11.03%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	38,982(+0.9%)	$3.6M	0.0%	+43.94%	27
Merit Financial Group, LLC	Decreased	32,094(-1.0%)	$3M	0.0%	+26.22%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	31,879(+8.7%)	$2.9M	0.0%	+52.54%	29
CITIGROUP INC	Increased	31,662(+1818.9%)	$2.9M	0.0%	-7.46%	42
Mariner, LLC	Decreased	25,588(-0.3%)	$2.4M	0.0%	+35.34%	0
NATIONAL BANK OF CANADA /FI/	Increased	23,969(+2.1%)	$2.2M	0.0%	+29.33%	27
COMERICA BANK	Decreased	22,922(-16.4%)	$2.1M	0.0%	+33.14%	0
Creative Planning	Increased	22,831(+3.6%)	$2.1M	0.0%	+35.28%	27
Kestra Advisory Services, LLC	Increased	17,146(+2.6%)	$1.6M	0.0%	+15.78%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	16,623(-26.8%)	$1.5M	0.0%	+10.12%	0
FMR LLC	Increased	16,107(+3.0%)	$1.5M	0.0%	+10.31%	26
Equitable Holdings, Inc.	Decreased	15,912(-13.1%)	$1.5M	0.0%	+24.89%	0
&PARTNERS	Increased	13,564(+173.3%)	$1.3M	0.0%	-3.13%	41
BROWN ADVISORY INC	Decreased	13,104(-1.8%)	$1.2M	0.0%	+11.05%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	11,095(-2.0%)	$1.1M	0.0%	+12.14%	0
US BANCORP \DE\	Decreased	11,034(-2.4%)	$1M	0.0%	+39.70%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	11,019(+262.6%)	$1M	0.0%	-7.13%	40
Savant Capital, LLC	Decreased	10,077(-11.1%)	$929,579	0.0%	+11.25%	0
Baird Financial Group, Inc.	Decreased	9,523(-5.4%)	$878,497	0.0%	+28.33%	0
Cresset Asset Management, LLC	Decreased	9,146(-0.6%)	$843,719	0.0%	+29.68%	0
Sequoia Financial Advisors, LLC	Increased	8,898(+0.4%)	$820,841	0.0%	+4.60%	25
Rockefeller Capital Management L.P.	Increased	8,559(+23.5%)	$789,850	0.0%	-5.48%	30
Sanctuary Advisors, LLC	Increased	8,330(+20.6%)	$768,486	0.0%	+18.50%	29
MERCER GLOBAL ADVISORS INC /ADV	Decreased	8,240(-1.8%)	$760,167	0.0%	+32.15%	0
Cerity Partners LLC	Increased	6,947(+11.1%)	$640,851	0.0%	+19.32%	27
Focus Partners Wealth	Increased	6,344(+4.8%)	$585,234	0.0%	+15.86%	26
Quantinno Capital Management LP	Decreased	6,203(-5.4%)	$572,227	0.0%	+11.25%	0
NORTHERN TRUST CORP	Unchanged	5,115	$471,859	0.0%	+20.37%	0
Waverly Advisors, LLC	Increased	4,916(+60.1%)	$453,507	0.0%	-2.30%	34
D.A. DAVIDSON & CO.	Increased	4,598(+11.6%)	$424,166	0.0%	+37.83%	27
Steward Partners Investment Advisory, LLC	Increased	4,098(+0.5%)	$378,026	0.0%	+26.31%	24
COMMERCE BANK	Decreased	3,580(-5.0%)	$330,255	0.0%	+35.57%	0
Lido Advisors, LLC	Unchanged	3,336	$299,414	0.0%	+10.38%	0
Qube Research & Technologies Ltd	Increased	3,194(+157.0%)	$294,647	0.0%	-3.69%	38
PNC FINANCIAL SERVICES GROUP, INC.	Increased	2,598(+29.4%)	$239,666	0.0%	+23.18%	29
DAVENPORT & Co LLC	Increased	2,577(+2.1%)	$237,728	0.0%	+35.10%	24
OneDigital Investment Advisors LLC	Unchanged	2,346	$216,419	0.0%	+22.63%	0
MAI Capital Management	Increased	2,330(+22.2%)	$214,984	0.0%	+7.14%	28
BLAIR WILLIAM & CO/IL	Unchanged	2,282	$210,510	0.0%	+37.73%	0
Aptus Capital Advisors, LLC	Increased	2,271(+0.1%)	$209,500	0.0%	+14.36%	23
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	1,756(+9.3%)	$161,991	0.0%	+6.59%	25
Allworth Financial LP	Increased	1,746(+121.3%)	$161,059	0.0%	-1.69%	36
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	1,098	$101,291	0.0%	-7.96%	33
Allspring Global Investments Holdings, LLC	New	1,050	$100,055	0.0%	-7.96%	30
AE Wealth Management LLC	Increased	809(+30.3%)	$74,659	0.0%	+4.33%	27
CIBC Private Wealth Group LLC	New	750	$69,188	0.0%	-7.96%	29
Farther Finance Advisors, LLC	New	315	$29,059	0.0%	-7.96%	27
BlackRock, Inc.	Decreased	114(-99.2%)	$10,517	0.0%	-4.88%	0
SIMPLEX TRADING, LLC	Decreased	44(-78.0%)	$4,059	0.0%	-4.88%	0
ASSETMARK, INC	Unchanged	23	$2,122	0.0%	+1.45%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$48,675	0.0%	+3.35%	0
Corient Private Wealth LLC	Exited	0(-100.0%)	$227,520	0.0%	+41.25%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$6.2M	0.0%	+8.63%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$168,761	0.0%	+3.35%	0
EP Wealth Advisors, LLC	Exited	0(-100.0%)	$215,200	0.0%	+10.22%	0

ISHARES TR

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