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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 486,452 | $87,177 | 12/31/2023 |
IYG | 486,452 | $87,177 | 12/31/2023 |
RiverFront Investment Group LLC | 453,872 | $81,338 | 12/31/2023 |
IYG | 453,872 | $81,338 | 12/31/2023 |
Goldman Sachs Group Inc. | 401,581 | $71,967 | 12/31/2023 |
IYG | 401,581 | $71,967 | 12/31/2023 |
Morgan Stanley | 336,078 | $60,229 | 12/31/2023 |
IYG | 336,078 | $60,229 | 12/31/2023 |
Bank of America Corp DE | 213,260 | $38,218 | 12/31/2023 |
IYG | 213,260 | $38,218 | 12/31/2023 |
Royal Bank of Canada | 182,574 | $32,719 | 12/31/2023 |
IYG | 182,574 | $32,719 | 12/31/2023 |
Raymond James & Associates | 493,209 | $32,700 | 03/31/2024 |
IYG | 493,209 | $32,700 | 03/31/2024 |
Wells Fargo & Company MN | 121,130 | $21,708 | 12/31/2023 |
IYG | 121,130 | $21,708 | 12/31/2023 |
Baltimore Washington Financial Advisors Inc. | 116,277 | $20,838 | 12/31/2023 |
IYG | 116,277 | $20,838 | 12/31/2023 |
LPL Financial LLC | 104,097 | $18,655 | 12/31/2023 |
IYG | 104,097 | $18,655 | 12/31/2023 |
Circle Wealth Management LLC | 98,200 | $17,598 | 12/31/2023 |
IYG | 98,200 | $17,598 | 12/31/2023 |
UBS Group AG | 89,857 | $16,103 | 12/31/2023 |
IYG | 89,857 | $16,103 | 12/31/2023 |
Janney Montgomery Scott LLC | 89,685 | $16,072 | 12/31/2023 |
IYG | 89,685 | $16,072 | 12/31/2023 |
JPMorgan Chase & Co. | 77,457 | $13,881 | 12/31/2023 |
IYG | 77,457 | $13,881 | 12/31/2023 |
Kozak & Associates Inc. | 74,156 | $13,024 | 12/31/2023 |
IYG | 74,156 | $13,024 | 12/31/2023 |
Truist Financial Corp | 62,691 | $11,235 | 12/31/2023 |
IYG | 62,691 | $11,235 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 164,106 | $10,880 | 03/31/2024 |
IYG | 164,106 | $10,880 | 03/31/2024 |
Captrust Financial Advisors | 59,768 | $10,711 | 12/31/2023 |
IYG | 59,768 | $10,711 | 12/31/2023 |
Bank of Montreal Can | 53,251 | $9,583 | 12/31/2023 |
IYG | 53,251 | $9,583 | 12/31/2023 |
Arkansas Financial Group Inc. | 140,769 | $9,333 | 03/31/2024 |
IYG | 140,769 | $9,333 | 03/31/2024 |
SAM Advisors LLC | 41,210 | $7,385 | 12/31/2023 |
IYG | 41,210 | $7,385 | 12/31/2023 |
Private Advisor Group LLC | 40,337 | $7,229 | 12/31/2023 |
IYG | 40,337 | $7,229 | 12/31/2023 |
Howard Capital Management Group LLC | 108,426 | $7,189 | 03/31/2024 |
IYG | 108,426 | $7,189 | 03/31/2024 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 39,969 | $7,163 | 12/31/2023 |
IYG | 39,969 | $7,163 | 12/31/2023 |
Green Harvest Asset Management LLC | 36,244 | $6,495 | 12/31/2023 |
IYG | 36,244 | $6,495 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 34,226 | $6,134 | 12/31/2023 |
IYG | 34,226 | $6,134 | 12/31/2023 |
Stifel Financial Corp | 30,322 | $5,434 | 12/31/2023 |
IYG | 30,322 | $5,434 | 12/31/2023 |
Beacon Pointe Advisors LLC | 27,606 | $4,947 | 12/31/2023 |
IYG | 27,606 | $4,947 | 12/31/2023 |
Scotia Capital Inc. | 26,524 | $4,753 | 12/31/2023 |
IYG | 26,524 | $4,753 | 12/31/2023 |
Bank of Nova Scotia | 24,200 | $4,337 | 12/31/2023 |
IYG | 24,200 | $4,337 | 12/31/2023 |
Susquehanna International Group LLP | 22,302 | $3,997 | 12/31/2023 |
IYG | 22,302 | $3,997 | 12/31/2023 |
J.W. Cole Advisors Inc. | 21,513 | $3,855 | 12/31/2023 |
IYG | 21,513 | $3,855 | 12/31/2023 |
Wealthgate Family Office LLC | 18,428 | $3,303 | 12/31/2023 |
IYG | 18,428 | $3,303 | 12/31/2023 |
Southern Capital Advisors LLC | 18,394 | $3,296 | 12/31/2023 |
IYG | 18,394 | $3,296 | 12/31/2023 |
HighTower Advisors LLC | 16,396 | $2,942 | 12/31/2023 |
IYG | 16,396 | $2,942 | 12/31/2023 |
Commonwealth Equity Services LLC | 14,811 | $2,654 | 12/31/2023 |
IYG | 14,811 | $2,654 | 12/31/2023 |
Mariner LLC | 13,257 | $2,376 | 12/31/2023 |
IYG | 13,257 | $2,376 | 12/31/2023 |
Advisor Group Holdings Inc. | 12,790 | $2,293 | 12/31/2023 |
IYG | 12,790 | $2,293 | 12/31/2023 |
Family Firm Inc. | 12,624 | $2,262 | 12/31/2023 |
IYG | 12,624 | $2,262 | 12/31/2023 |
Diversified LLC | 11,960 | $2,143 | 12/31/2023 |
IYG | 11,960 | $2,143 | 12/31/2023 |
GeoWealth Management LLC | 11,921 | $2,136 | 12/31/2023 |
IYG | 11,921 | $2,136 | 12/31/2023 |
Ameriprise Financial Inc. | 10,863 | $1,947 | 12/31/2023 |
IYG | 10,863 | $1,947 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 27,722 | $1,838 | 03/31/2024 |
IYG | 27,722 | $1,838 | 03/31/2024 |
Fifth Third Securities Inc. | 27,144 | $1,800 | 03/31/2024 |
IYG | 27,144 | $1,800 | 03/31/2024 |
Citadel Advisors LLC | $1,602 | 12/31/2023 | |
IYG | 10,944 | $1,961 | 12/31/2023 |
Put | 2,700 | $484 | 12/31/2023 |
Call | 700 | $125 | 12/31/2023 |
Source Financial Advisors LLC | 8,164 | $1,463 | 12/31/2023 |
IYG | 8,164 | $1,463 | 12/31/2023 |
Patten & Patten Inc. TN | 7,927 | $1,421 | 12/31/2023 |
IYG | 7,927 | $1,421 | 12/31/2023 |
Equitable Holdings Inc. | 7,849 | $1,407 | 12/31/2023 |
IYG | 7,849 | $1,407 | 12/31/2023 |
Cetera Advisor Networks LLC | 7,607 | $1,363 | 12/31/2023 |
IYG | 7,607 | $1,363 | 12/31/2023 |
IHT Wealth Management LLC | 7,608 | $1,363 | 12/31/2023 |
IYG | 7,608 | $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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