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Institutional Holders of IYG

There is a long list of 213 institutional holders of IYG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IYG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IYG table below, the initial column indicates the name of each top institutional holder of IYG, with a link to that fund's top holdings. The next columns indicate the amount of IYG stock held by each of the institutional holders of IYG, followed by the IYG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.486,452$87,177 12/31/2023
     IYG486,452$87,177 12/31/2023
RiverFront Investment Group LLC453,872$81,338 12/31/2023
     IYG453,872$81,338 12/31/2023
Goldman Sachs Group Inc.401,581$71,967 12/31/2023
     IYG401,581$71,967 12/31/2023
Morgan Stanley336,078$60,229 12/31/2023
     IYG336,078$60,229 12/31/2023
Bank of America Corp DE213,260$38,218 12/31/2023
     IYG213,260$38,218 12/31/2023
Royal Bank of Canada182,574$32,719 12/31/2023
     IYG182,574$32,719 12/31/2023
Raymond James & Associates493,209$32,700 03/31/2024
     IYG493,209$32,700 03/31/2024
Wells Fargo & Company MN121,130$21,708 12/31/2023
     IYG121,130$21,708 12/31/2023
Baltimore Washington Financial Advisors Inc.116,277$20,838 12/31/2023
     IYG116,277$20,838 12/31/2023
LPL Financial LLC104,097$18,655 12/31/2023
     IYG104,097$18,655 12/31/2023
Circle Wealth Management LLC98,200$17,598 12/31/2023
     IYG98,200$17,598 12/31/2023
UBS Group AG89,857$16,103 12/31/2023
     IYG89,857$16,103 12/31/2023
Janney Montgomery Scott LLC89,685$16,072 12/31/2023
     IYG89,685$16,072 12/31/2023
JPMorgan Chase & Co.77,457$13,881 12/31/2023
     IYG77,457$13,881 12/31/2023
Kozak & Associates Inc.74,156$13,024 12/31/2023
     IYG74,156$13,024 12/31/2023
Truist Financial Corp62,691$11,235 12/31/2023
     IYG62,691$11,235 12/31/2023
Ferguson Wellman Capital Management Inc.164,106$10,880 03/31/2024
     IYG164,106$10,880 03/31/2024
Captrust Financial Advisors59,768$10,711 12/31/2023
     IYG59,768$10,711 12/31/2023
Bank of Montreal Can53,251$9,583 12/31/2023
     IYG53,251$9,583 12/31/2023
Arkansas Financial Group Inc.140,769$9,333 03/31/2024
     IYG140,769$9,333 03/31/2024
SAM Advisors LLC41,210$7,385 12/31/2023
     IYG41,210$7,385 12/31/2023
Private Advisor Group LLC40,337$7,229 12/31/2023
     IYG40,337$7,229 12/31/2023
Howard Capital Management Group LLC108,426$7,189 03/31/2024
     IYG108,426$7,189 03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.39,969$7,163 12/31/2023
     IYG39,969$7,163 12/31/2023
Green Harvest Asset Management LLC36,244$6,495 12/31/2023
     IYG36,244$6,495 12/31/2023
Northwestern Mutual Wealth Management Co.34,226$6,134 12/31/2023
     IYG34,226$6,134 12/31/2023
Stifel Financial Corp30,322$5,434 12/31/2023
     IYG30,322$5,434 12/31/2023
Beacon Pointe Advisors LLC27,606$4,947 12/31/2023
     IYG27,606$4,947 12/31/2023
Scotia Capital Inc.26,524$4,753 12/31/2023
     IYG26,524$4,753 12/31/2023
Bank of Nova Scotia24,200$4,337 12/31/2023
     IYG24,200$4,337 12/31/2023
Susquehanna International Group LLP22,302$3,997 12/31/2023
     IYG22,302$3,997 12/31/2023
J.W. Cole Advisors Inc.21,513$3,855 12/31/2023
     IYG21,513$3,855 12/31/2023
Wealthgate Family Office LLC18,428$3,303 12/31/2023
     IYG18,428$3,303 12/31/2023
Southern Capital Advisors LLC18,394$3,296 12/31/2023
     IYG18,394$3,296 12/31/2023
HighTower Advisors LLC16,396$2,942 12/31/2023
     IYG16,396$2,942 12/31/2023
Commonwealth Equity Services LLC14,811$2,654 12/31/2023
     IYG14,811$2,654 12/31/2023
Mariner LLC13,257$2,376 12/31/2023
     IYG13,257$2,376 12/31/2023
Advisor Group Holdings Inc.12,790$2,293 12/31/2023
     IYG12,790$2,293 12/31/2023
Family Firm Inc.12,624$2,262 12/31/2023
     IYG12,624$2,262 12/31/2023
Diversified LLC11,960$2,143 12/31/2023
     IYG11,960$2,143 12/31/2023
GeoWealth Management LLC11,921$2,136 12/31/2023
     IYG11,921$2,136 12/31/2023
Ameriprise Financial Inc.10,863$1,947 12/31/2023
     IYG10,863$1,947 12/31/2023
Raymond James Financial Services Advisors Inc.27,722$1,838 03/31/2024
     IYG27,722$1,838 03/31/2024
Fifth Third Securities Inc.27,144$1,800 03/31/2024
     IYG27,144$1,800 03/31/2024
Citadel Advisors LLC $1,602 12/31/2023
     IYG10,944$1,961 12/31/2023
     Put2,700$484 12/31/2023
     Call700$125 12/31/2023
Source Financial Advisors LLC8,164$1,463 12/31/2023
     IYG8,164$1,463 12/31/2023
Patten & Patten Inc. TN7,927$1,421 12/31/2023
     IYG7,927$1,421 12/31/2023
Equitable Holdings Inc.7,849$1,407 12/31/2023
     IYG7,849$1,407 12/31/2023
Cetera Advisor Networks LLC7,607$1,363 12/31/2023
     IYG7,607$1,363 12/31/2023
IHT Wealth Management LLC7,608$1,363 12/31/2023
     IYG7,608$1,363 12/31/2023

See All: Funds Holding IYG
See Details: Top 10 Hedge Funds Holding IYG
Also See: IYG Holdings Changes

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