ISHARES US FINANCIAL SERVICES ETF

$IYG
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Smart money positioned

6 of the Top-200 alpha managers hold $IYG as of the latest 13F snapshot.

13F holders
265
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$IYG is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.05%, with an average of 0.02% of portfolio. Largest holder: TRUE Private Wealth Advisors at 0.05%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
TRUE Private Wealth Advisors
0.05% held
α +23.4pts
02
Fiduciary Alliance LLC
0.01% held
α +16.8pts
03
CV Advisors LLC
0.00% held
α +29.1pts
04
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 265 · Source: 13F-HR
01
Banyan Capital Management, Inc.
0.01% of portfolio
4,122,240 sh
02
Parisi Gray Wealth Management
1.57% of portfolio
2,179,071 sh
03
LS Investment Advisors, LLC
1.89% of portfolio
1,478,087 sh
04
Marquette Asset Management, LLC
0.03% of portfolio
1,246,197 sh
05
Opulen Financial Group LLC
1.35% of portfolio
896,103 sh
06
RCF Management L.L.C.
1.55% of portfolio
857,400 sh
07
Taconic Capital Advisors LP
0.01% of portfolio
467,459 sh
08
Eq LLC
7.30% of portfolio
430,383 sh
09
Oakwell Private Wealth Management, LLC
0.47% of portfolio
365,312 sh
10
M Holdings Securities, Inc.
0.35% of portfolio
294,600 sh
See all 265 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IYG in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IYG in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:58 UTC.