As of the latest SEC filings, ISHARES U.S. FINANCIAL SERVICES ETF (IYG) is held by 3 institutional funds. The largest fund shareholder is TFA Quantitative Fund (TFAQX), holding an estimated $728,992.00 in market value, representing 1.22% of its portfolio.
Funds holding ISHARES U.S. FINANCIAL SERVICES ETF (IYG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IYG
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
TFAQX
TFA Quantitative Fund
|
MF | Independent / Boutique | 1.22% | $728,992.00 | 8,800 | Mar 31, 2026 | Jun 1, 2026 |
|
TFAGX
TFA AlphaGen Growth Fund
|
MF | Independent / Boutique | 1.09% | $497,040.00 | 6,000 | Mar 31, 2026 | Jun 1, 2026 |
|
TFAFX
Tactical Growth Allocation Fund
|
MF | Independent / Boutique | 0.19% | $67,928.80 | 820 | Mar 31, 2026 | Jun 1, 2026 |
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