§ EQUITY
USDIYG
ISHARES U.S. FINANCIAL SERVI
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
104 increased/new, 88 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Dynasty Wealth Management, LLC | 2.2M | 1.6% | +310% |
| RiverFront Investment Group, LLC | 1.5M | 1.9% | +2% |
| JPMORGAN CHASE & CO | 1.4M | n/a | +35% |
| ENVESTNET ASSET MANAGEMENT INC | 1.2M | 0.0% | −6% |
| Morgan Stanley | 1.0M | 0.0% | n/a |
| Goldman Sachs | 1.0M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for IYG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER69.4% · 230 holders
DEALER / BANK29.2% · 25 holders
QUALITY / COMPOUNDER1.2% · 5 holders
INCOME / DEFENSIVE0.1% · 2 holders
SYSTEMATIC / QUANT0.0% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IYG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IYG yet.