Who owns IYG (IYG)
Which tracked institutional funds hold IYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
27 tracked funds added or opened IYG while 45 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYG’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 264 tracked filers holding IYG, 128 increased or opened the position and 103 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- TWO SIGMA INVESTMENTS, LP$15M
- Independent Advisor Alliance$5M
- BNP PARIBAS FINANCIAL MARKETS$4M
- Prostatis Group LLC$4M
- Storen Legacy Partners, LLC$3M
- Wallace Hart LLC$3M
Full exits 5
- SOUTHERN CAPITAL ADVISORS, LLC$6M
- J.W. COLE ADVISORS, INC.$6M
- COMERICA BANK$2M
- Litman Gregory Wealth Management LLC$1M
- Brendel Financial Advisors LLC$950K
Largest adds
- Dynasty Wealth Management, LLC$131M
- SAGESPRING WEALTH PARTNERS, LLC$21M
- JPMORGAN CHASE & CO$17M
- OpenArc Corporate Advisory, LLC$8M
- PGIM Custom Harvest LLC$3M
- Curi Capital, LLC$2M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$19M
- MORGAN STANLEY$14M
- CAPTRUST FINANCIAL ADVISORS$14M
- RiverFront Investment Group, LLC$11M
- GOLDMAN SACHS GROUP INC$9M
- ROYAL BANK OF CANADA$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC added | 2,179,071 | $181M | 12.1% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,478,087 | $122M | 8.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,393,596 | $113M | 7.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,246,197 | $103M | 6.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,034,389 | $86M | 5.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,033,322 | $86M | 5.7% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 896,103 | $74M | 5.0% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 765,330 | $63M | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 470,278 | $39M | 2.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 467,459 | $39M | 2.6% | 2026-Q1 |
| Kozak & Associates, Inc. added | 430,383 | $37M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 450,567 | $37M | 2.5% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 428,700 | $36M | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 419,852 | $35M | 2.3% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 365,312 | $30M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 355,166 | $29M | 2.0% | 2026-Q1 |
| Circle Wealth Management, LLC | 294,600 | $24M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 224,825 | $19M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 208,916 | $17M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 199,385 | $17M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 198,083 | $16M | 1.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 187,495 | $16M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 186,900 | $15M | 1.0% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 148,491 | $12M | 0.8% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed | 147,679 | $12M | 0.8% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 127,826 | $11M | 0.7% | 2026-Q1 |
| SAM Advisors, LLC added | 115,906 | $10M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 111,193 | $9M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 101,335 | $8M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 97,251 | $8M | 0.5% | 2026-Q1 |
| Howard Capital Management Group, LLC added | 94,103 | $8M | 0.5% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 77,515 | $6M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 77,399 | $6M | 0.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA | 72,600 | $6M | 0.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 72,468 | $6M | 0.4% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 67,060 | $6M | 0.4% | 2026-Q1 |
| Centerline Wealth Advisors, LLC added | 66,320 | $5M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 59,365 | $5M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 56,775 | $5M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 54,751 | $5M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 51,002 | $4M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,000 | $4M | 0.3% | 2026-Q1 |
| Prostatis Group LLC new | 48,379 | $4M | 0.3% | 2026-Q1 |
| Bernard Wealth Management Corp. trimmed | 46,114 | $4M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 44,979 | $4M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 46,087 | $4M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 42,435 | $4M | 0.2% | 2026-Q1 |
| Storen Legacy Partners, LLC new | 41,908 | $3M | 0.2% | 2026-Q1 |
| Wallace Hart LLC added | 38,609 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 38,336 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 37,156 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 36,696 | $3M | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC trimmed | 31,228 | $3M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 30,279 | $3M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 29,575 | $2M | 0.2% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC new | 28,619 | $2M | 0.2% | 2026-Q1 |
| Curi Capital, LLC added | 26,562 | $2M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 25,008 | $2M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 24,354 | $2M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 23,489 | $2M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 23,341 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 23,055 | $2M | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 22,174 | $2M | 0.1% | 2026-Q1 |
| PATTEN & PATTEN INC/TN | 21,226 | $2M | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 20,830 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 19,927 | $2M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 19,797 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 19,524 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,023 | $2M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ | 18,259 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 16,167 | $1M | 0.1% | 2026-Q1 |
| AMG National Trust Bank added | 17,968 | $1M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 17,531 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 16,618 | $1M | 0.1% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS | 16,292 | $1M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 16,125 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 15,750 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 14,940 | $1M | 0.1% | 2026-Q1 |
| OMNI 360 Wealth, Inc. trimmed | 14,798 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 14,243 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC | 14,111 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 13,984 | $1M | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC | 13,104 | $1M | 0.1% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 12,844 | $1M | 0.1% | 2026-Q1 |
| GARRISON POINT ADVISORS, LLC | 12,720 | $1M | 0.1% | 2026-Q1 |
| Mine & Arao Wealth Creation & Management, LLC. added | 12,046 | $998K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 11,289 | $935K | 0.1% | 2026-Q1 |
| Sequent Planning LLC added | 11,081 | $918K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,019 | $913K | 0.1% | 2026-Q1 |
| Anfield Capital Management, LLC trimmed | 85,127 | $8M | 0.5% | 2025-Q3 stale |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 64,529 | $6M | 0.4% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 62,262 | $6M | 0.4% | 2025-Q4 stale |
| Family Firm, Inc. trimmed | 31,367 | $3M | 0.2% | 2025-Q2 stale |
| VestGen Advisors, LLC added | 26,448 | $2M | 0.2% | 2025-Q3 stale |
| COMERICA BANK trimmed | 22,922 | $2M | 0.1% | 2025-Q4 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 17,910 | $2M | 0.1% | 2025-Q3 stale |
| Litman Gregory Wealth Management LLC | 14,385 | $1M | 0.1% | 2025-Q4 stale |
| Groupe la Francaise new | 15,000 | $1M | 0.1% | 2025-Q3 stale |
| GeoWealth Management, LLC trimmed | 11,642 | $997K | 0.1% | 2025-Q2 stale |
| Brendel Financial Advisors LLC new | 10,293 | $950K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.