IYG — ISHARES U.S. FINANCIAL SERVI
Reported value held$440.12M
Funds holding (latest)20
Sector—
Funds holding (Q2 2026)13
Institutional value$436.52M · 4.82M sh
New / Add / Cut / Exit1 / 6 / 4 / 1
Top-5 / Top-10 concentration93.8% / 99.9%
Institutional holdings change
Accumulating +49.5%
(+1.60M sh)
Institutional value change
Up +63.3%
As of Q2 2026, 13 SEC-registered investment managers reported holding IYG (ISHARES U.S. FINANCIAL SERVI) in their latest 13F filings, with a combined reported value of $436.52M across 4.82M shares. That is +49.5% by share count (+1.60M shares) versus the previous quarter, while reported value moved +63.3%. Ownership is concentrated: the five largest holders account for 93.8% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 1 opened new positions, 6 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.39M | $125.55M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.22M | $110.86M | 0.01% | New |
| Morgan Stanley history | 1.09M | $98.49M | 0.01% | Add |
| Bank of America Corp history | 479.88K | $43.42M | 0.00% | Add |
| Wells Fargo & Co history | 344.92K | $31.20M | 0.01% | Reduce |
| Two Sigma Investments history | 155.40K | $14.06M | 0.01% | Reduce |
| UBS Group AG history | 111.80K | $10.11M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 16.70K | $1.51M | 0.00% | Hold |
| Point72 Asset Management history | 6.02K | $544.27K | 0.00% | Add |
| Northern Trust Corp history | 5.12K | $462.75K | 0.00% | Reduce |
| PNC Financial Services history | 2.30K | $207.81K | 0.00% | Reduce |
| Citigroup Inc history | 850 | $76.90K | 0.00% | Hold |
| BlackRock Inc history | 254 | $22.98K | 0.00% | Add |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.03M | $85.69M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.03M | $85.60M | 0.01% | Add |
| Bank of America Corp history | 470.28K | $38.96M | 0.00% | Reduce |
| Wells Fargo & Co history | 355.17K | $29.42M | 0.01% | Hold |
| Two Sigma Investments history | 186.90K | $15.48M | 0.01% | New |
| UBS Group AG history | 111.19K | $9.21M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 16.62K | $1.38M | 0.00% | Add |
| Citadel Advisors history | 5.40K | $447.34K | 0.00% | Hold |
| Northern Trust Corp history | 5.33K | $441.21K | 0.00% | Add |
| Point72 Asset Management history | 4.58K | $379.41K | 0.00% | New |
| PNC Financial Services history | 2.33K | $193.35K | 0.00% | Reduce |
| Citigroup Inc history | 850 | $70.41K | 0.00% | Reduce |
| BlackRock Inc history | 114 | $9.44K | 0.00% | Hold |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.08M | $99.62M | 0.01% | Hold |
| JPMorgan Chase & Co history | 1.03M | $95.18M | 0.01% | Add |
| Goldman Sachs Group history | 1.02M | $94.26M | 0.01% | Reduce |
| Bank of America Corp history | 475.54K | $43.87M | 0.00% | Reduce |
| Wells Fargo & Co history | 354.93K | $32.74M | 0.01% | Reduce |
| UBS Group AG history | 112.50K | $10.38M | 0.00% | Reduce |
| Citigroup Inc history | 31.66K | $2.92M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 16.11K | $1.49M | 0.00% | Add |
| Citadel Advisors history | 5.40K | $498.15K | 0.00% | Reduce |
| Northern Trust Corp history | 5.12K | $471.86K | 0.00% | Hold |
| PNC Financial Services history | 2.60K | $239.67K | 0.00% | Add |
| BlackRock Inc history | 114 | $10.52K | 0.00% | Reduce |
Q3 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.08M | $96.43M | 0.01% | Add |
| Goldman Sachs Group history | 1.05M | $94.21M | 0.01% | Reduce |
| Bank of America Corp history | 502.13K | $45.01M | 0.00% | Add |
| Wells Fargo & Co history | 384.30K | $34.45M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 308.17K | $27.62M | 0.00% | Add |
| UBS Group AG history | 115.64K | $10.37M | 0.00% | Reduce |
| Two Sigma Investments history | 69.10K | $6.19M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 15.63K | $1.40M | 0.00% | Add |
| BlackRock Inc history | 14.46K | $1.30M | 0.00% | New |
| Citadel Advisors history | 5.60K | $501.98K | 0.00% | Reduce |
| Northern Trust Corp history | 5.12K | $458.51K | 0.00% | Reduce |
| PNC Financial Services history | 2.01K | $180.00K | 0.00% | Hold |
| Citigroup Inc history | 1.65K | $147.91K | 0.00% | Add |
Q2 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.07M | $91.19M | 0.01% | Reduce |
| Morgan Stanley history | 1.06M | $90.85M | 0.01% | Add |
| Bank of America Corp history | 493.27K | $42.22M | 0.00% | Add |
| Wells Fargo & Co history | 387.60K | $33.18M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 298.83K | $25.58M | 0.00% | Add |
| UBS Group AG history | 126.56K | $10.83M | 0.00% | Reduce |
| Two Sigma Investments history | 53.90K | $4.61M | 0.01% | New |
| Citadel Advisors history | 37.90K | $3.24M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 15.42K | $1.32M | 0.00% | Reduce |
| Northern Trust Corp history | 5.25K | $449.40K | 0.00% | Reduce |
| PNC Financial Services history | 2.01K | $171.88K | 0.00% | Hold |
| Citigroup Inc history | 850 | $72.76K | 0.00% | Reduce |
Q1 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.09M | $85.42M | 0.01% | Reduce |
| Morgan Stanley history | 953.22K | $74.88M | 0.01% | Add |
| Bank of America Corp history | 490.65K | $38.54M | 0.00% | Add |
| Wells Fargo & Co history | 398.10K | $31.27M | 0.01% | Add |
| JPMorgan Chase & Co history | 284.77K | $22.37M | 0.00% | Add |
| UBS Group AG history | 174.87K | $13.74M | 0.00% | Reduce |
| BlackRock Inc history | 42.57K | $3.34M | 0.00% | Reduce |
| Citadel Advisors history | 21.39K | $1.68M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 15.59K | $1.22M | 0.00% | Add |
| Northern Trust Corp history | 6.41K | $503.58K | 0.00% | Add |
| Citigroup Inc history | 2.05K | $160.71K | 0.00% | Reduce |
| PNC Financial Services history | 2.01K | $157.73K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.22M sh · $110.86M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 5.40K sh · $447.34K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 1.39M | 1.03M | 1.02M | 1.05M | 1.07M | 1.09M | 1.14M | 1.12M | 1.12M | 1.18M | 401.58K | 590.55K | 389.03K | 443.77K | 434.71K | 713.83K | 464.45K | 503.53K | 424.85K | 444.03K |
| JPMorgan Chase & Co | 1.22M | — | 1.03M | 308.17K | 298.83K | 284.77K | 266.67K | 261.57K | 255.98K | 241.53K | 77.46K | 57.24K | 51.19K | 45.34K | 41.10K | 30.98K | 35.84K | 47.60K | 42.24K | 28.09K |
| Morgan Stanley | 1.09M | 1.03M | 1.08M | 1.08M | 1.06M | 953.22K | 910.46K | 981.43K | 952.82K | 962.34K | 336.08K | 344.99K | 373.01K | 407.59K | 440.72K | 456.25K | 461.37K | 479.87K | 595.63K | 543.61K |
| Bank of America Corp | 479.88K | 470.28K | 475.54K | 502.13K | 493.27K | 490.65K | 462.20K | 426.63K | 600.12K | 616.37K | 213.26K | 302.39K | 449.15K | 304.87K | 314.93K | 360.67K | 327.00K | 969.74K | 921.13K | 927.30K |
| Wells Fargo & Co | 344.92K | 355.17K | 354.93K | 384.30K | 387.60K | 398.10K | 389.99K | 391.89K | 362.73K | 361.34K | 121.13K | 125.30K | 132.30K | 131.35K | 132.83K | 136.23K | 175.44K | 222.16K | 308.42K | 301.24K |
| Two Sigma Investments | 155.40K | 186.90K | — | 69.10K | 53.90K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 111.80K | 111.19K | 112.50K | 115.64K | 126.56K | 174.87K | 183.63K | 205.82K | 202.50K | 208.78K | 89.86K | 100.50K | 94.39K | 102.87K | 110.01K | 112.91K | 129.03K | 138.09K | 136.91K | 132.75K |
| Fidelity Management & Research (FMR) | 16.70K | 16.62K | 16.11K | 15.63K | 15.42K | 15.59K | 15.12K | 16.00K | 16.04K | 15.06K | 5.95K | 5.13K | 4.12K | 4.21K | 4.29K | 4.52K | 4.68K | 5.50K | 5.38K | 4.56K |
| Point72 Asset Management | 6.02K | 4.58K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 5.12K | 5.33K | 5.12K | 5.12K | 5.25K | 6.41K | 5.25K | 5.25K | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 2.30K | 2.33K | 2.60K | 2.01K | 2.01K | 2.01K | 2.22K | 2.50K | 2.83K | 4.11K | 1.51K | 1.51K | 1.48K | 1.62K | 1.59K | 2.17K | 2.17K | 33.83K | 34.11K | 36.10K |
| Citigroup Inc | 850 | 850 | 31.66K | 1.65K | 850 | 2.05K | 2.07K | 2.07K | 855 | 1.01K | 2.01K | 3.82K | 4.60K | 5.43K | 5.74K | 6.50K | 6.46K | 7.41K | 14.02K | 7.43K |
| BlackRock Inc | 254 | 114 | 114 | 14.46K | — | 42.57K | 72.31K | 75.62K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 5.40K | 5.40K | 5.60K | 37.90K | 21.39K | 5.29K | 31.89K | 33.54K | 25.59K | 14.34K | 20.02K | 49.82K | 15.71K | 27.30K | 52.06K | 32.85K | 4.60K | 40.43K | 106.88K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | 4.40K | — | — | — | — | 3.80K | 2.30K | — | — | 1.70K | 2.20K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | 1.66K | 2.28K | 2.19K | 1.93K | 1.76K | 1.45K | 2.35K | 2.34K | 2.21K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | 4.62K | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.80K | 16.90K | 10.70K | 4.30K | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | 7.97K | 38.31K | — | — | 18.89K | — | 13.25K | — | 20.79K | 61.12K | 8.18K | 40.51K | — |
| Prudential Financial | — | — | — | — | — | — | — | 14.18K | 13.66K | 14.80K | 5.21K | 4.87K | 4.17K | 3.65K | 5.01K | 42.28K | 9.02K | 9.69K | 11.77K | 7.95K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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