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iShares U.S. Financials ETF (IYF) Institutional Ownership

iShares U.S. Financials ETF logo
$115.79 -0.23 (-0.20%)
Closing price 06/11/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)

Number of
Institutional Buyers
(last 12 months)
266
Total
Institutional Inflows
(last 12 months)
$875.78M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$314.05M
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IYF Institutional Buying and Selling by Quarter

iShares U.S. Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Nova Wealth Management Inc.7,140$806K0.7%+51.9%0.024%
5/29/2025 Apeiron RIA LLC16,323$1.84M0.6%+19.1%0.054%
5/28/2025 Wealth Management Associates Inc.6,755$762K0.3%+7.4%0.022%
5/21/2025 Geneos Wealth Management Inc.23,452$2.65M0.1%-3.7%0.078%
5/20/2025 Focus Partners Wealth2,093$236K0.0%+8.6%0.007%
5/20/2025 Glenview Trust co5,472$618K0.0%-30.9%0.018%
5/19/2025 Jane Street Group LLC2,186$247K0.0%N/A0.007%
5/19/2025 Advisory Alpha LLC3,102$350K0.0%+53.0%0.010%
5/16/2025 Prostatis Group LLC28,445$3.21M1.0%-60.2%0.095%
5/16/2025 Goldman Sachs Group Inc.929,654$104.91M0.0%+12.7%3.094%
5/16/2025 Jones Financial Companies Lllp1,959$221K0.0%-94.6%0.007%
5/16/2025 Redwood Financial Network Corp5,127$579K0.4%+38.5%0.017%
5/16/2025 NewEdge Advisors LLC43,433$4.90M0.0%+11.4%0.145%
5/16/2025 Integrated Wealth Concepts LLC4,282$483K0.0%+45.7%0.014%
5/16/2025 Curi RMB Capital LLC13,403$1.51M0.0%N/A0.045%
5/16/2025 AQR Capital Management LLC3,778$426K0.0%N/A0.013%
5/15/2025 Federation des caisses Desjardins du Quebec11,875$1.34M0.0%-2.6%0.040%
5/15/2025 EP Wealth Advisors LLC1,480$167K0.0%N/A0.005%
5/15/2025 Royal Bank of Canada300,338$33.89M0.0%+37.4%0.999%
5/15/2025 MAI Capital Management12,649$1.43M0.0%-1.2%0.042%
5/15/2025 Baird Financial Group Inc.8,790$992K0.0%+2.5%0.029%
5/15/2025 The Manufacturers Life Insurance Company 1,498,231$169.08M0.2%+1,366.8%4.986%
5/15/2025 Gerber Kawasaki Wealth & Investment Management29,833$3.37M0.2%+3.9%0.099%
5/14/2025 CreativeOne Wealth LLC5,963$673K0.0%+1.7%0.020%
5/14/2025 Keeley Teton Advisors LLC4,985$563K0.1%-22.8%0.017%
5/14/2025 Comerica Bank9,133$1.03M0.0%-7.3%0.030%
5/14/2025 Smartleaf Asset Management LLC11,026$1.23M0.1%+6,922.9%0.037%
5/14/2025 Biondo Investment Advisors LLC5,965$673K0.1%+7.4%0.020%
5/14/2025 Northwestern Mutual Wealth Management Co.688,878$77.74M0.1%+7.0%2.292%
5/14/2025 Allstate Corp9,200$1.04M0.0%N/A0.031%
5/14/2025 Kestra Advisory Services LLC164,241$18.54M0.1%+3.9%0.547%
5/14/2025 CW Advisors LLC15,017$1.70M0.0%+386.0%0.050%
5/14/2025 Capital Wealth Alliance LLC3,388$382K0.2%-29.1%0.011%
5/14/2025 PGIM Custom Harvest LLC648,435$73.18M1.7%+27.0%2.158%
5/14/2025 GDS Wealth Management4,649$525K0.0%-96.6%0.015%
5/14/2025 Hsbc Holdings PLC661,142$74.61M0.0%-35.4%2.200%
5/14/2025 HC Advisors LLC37,918$4.28M3.2%-1.7%0.126%
5/13/2025 Ethos Financial Group LLC37,700$4.25M0.4%N/A0.125%
5/13/2025 Raymond James Financial Inc.187,831$21.20M0.0%+6.7%0.625%
5/13/2025 Somerset Group LLC23,959$2.70M2.5%+4.9%0.080%
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5/13/2025 Finley Financial LLC73,915$8.17M4.6%-0.5%0.225%
5/13/2025 Kovitz Investment Group Partners LLC1,877$212K0.0%N/A0.006%
5/13/2025 Clal Insurance Enterprises Holdings Ltd10,000$1.13M0.0%N/A0.030%
5/13/2025 HighTower Advisors LLC29,051$3.28M0.0%+38.1%0.089%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,274$482K0.0%-29.5%0.013%
5/12/2025 Meridian Wealth Management LLC5,801$655K0.0%+77.9%0.018%
5/12/2025 National Bank of Canada FI7,453$841K0.0%+1.4%0.023%
5/9/2025 Tidemark LLC5,040$569K0.2%+250.0%0.015%
5/9/2025 Cascade Wealth Advisors Inc3,760$401K0.3%-10.7%0.011%
5/9/2025 Empower Advisory Group LLC1,791$202K0.0%N/A0.005%
5/9/2025 Commonwealth Equity Services LLC253,066$28.56M0.0%+4.8%0.772%
5/9/2025 Blair William & Co. IL11,402$1.29M0.0%+7.1%0.035%
5/9/2025 Delta Financial Group Inc.5,662$647K0.1%+5.0%0.017%
5/9/2025 Scotia Capital Inc.163,022$18.40M0.1%+1.0%0.497%
5/9/2025 PNC Financial Services Group Inc.25,589$2.89M0.0%-0.6%0.078%
5/8/2025 Pettyjohn Wood & White Inc.34,955$3.95M0.8%-4.3%0.107%
5/8/2025 Moors & Cabot Inc.1,883$213K0.0%N/A0.006%
5/8/2025 US Bancorp DE2,054$232K0.0%+24.2%0.006%
5/8/2025 Harbour Investments Inc.5,072$572K0.0%+76.3%0.015%
5/8/2025 NorthRock Partners LLC3,701$418K0.0%+4.2%0.011%
5/8/2025 Arkadios Wealth Advisors7,687$868K0.0%+23.6%0.023%
5/8/2025 Geneos Wealth Management Inc.23,452$2.65M0.1%-3.7%0.072%
5/7/2025 Clarendon Private LLC1,790$202K0.2%N/A0.005%
5/7/2025 Picton Mahoney Asset Management1,000$113K0.0%+11.1%0.003%
5/7/2025 Patten & Patten Inc. TN118,391$13.36M0.9%-1.0%0.361%
5/7/2025 LPL Financial LLC742,926$83.84M0.0%+9.5%2.265%
5/7/2025 First Heartland Consultants Inc.30,918$3.49M0.4%-0.9%0.094%
5/6/2025 Cetera Investment Advisers136,967$15.46M0.0%-18.4%0.418%
5/6/2025 Avantax Advisory Services Inc.6,236$704K0.0%+6.7%0.019%
5/6/2025 Kovack Advisors Inc.19,682$2.22M0.2%-0.7%0.060%
5/6/2025 AE Wealth Management LLC32,544$3.67M0.0%-52.7%0.099%
5/6/2025 Choreo LLC2,376$268K0.0%-7.8%0.007%
5/6/2025 PFG Advisors2,032$229K0.0%+10.3%0.006%
5/5/2025 Gries Financial LLC1,962$221K0.0%N/A0.006%
5/5/2025 Millstone Evans Group LLC2,367$267K0.2%-12.5%0.007%
5/5/2025 IFP Advisors Inc1,439$163K0.0%+95.5%0.004%
5/5/2025 Kestra Private Wealth Services LLC10,342$1.17M0.0%-1.8%0.032%
5/5/2025 Csenge Advisory Group6,161$650K0.0%+6.5%0.019%
5/5/2025 Private Advisor Group LLC42,066$4.75M0.0%+44.8%0.128%
5/2/2025 Napatree Capital LLC5,312$599K0.3%+22.4%0.016%
5/2/2025 Larson Financial Group LLC2,895$327K0.0%+3.7%0.009%
5/2/2025 Apollon Financial LLC3,715$419K0.1%+16.9%0.011%
5/2/2025 Sigma Planning Corp10,248$1.16M0.0%+19.3%0.031%
5/1/2025 Whitener Capital Management Inc.4,945$558K0.2%+24.9%0.015%
5/1/2025 CWM LLC8,873$1.00M0.0%+23.5%0.027%
5/1/2025 Nikulski Financial Inc.14,731$1.66M0.5%-2.4%0.045%
5/1/2025 Quest 10 Wealth Builders Inc.1,579$178K0.2%-25.9%0.005%
5/1/2025 Harmony Asset Management LLC12,919$1.46M0.6%-7.7%0.039%
5/1/2025 Park Square Financial Group LLC300$34K0.0%N/A0.001%
5/1/2025 Kesler Norman & Wride LLC10,661$1.20M0.2%+5.3%0.033%
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5/1/2025 WESPAC Advisors LLC12,541$1.42M1.2%+18.1%0.038%
4/30/2025 Vision Capital Management Inc.1,974$223K0.0%N/A0.006%
4/30/2025 Moloney Securities Asset Management LLC4,551$514K0.1%-94.7%0.014%
4/30/2025 Valeo Financial Advisors LLC4,837$546K0.0%+2.9%0.015%
4/30/2025 Stratos Wealth Partners LTD.4,127$466K0.0%-37.2%0.013%
4/30/2025 Stratos Investment Management LLC5,669$640K0.0%+2.8%0.017%
4/29/2025 U.S. Capital Wealth Advisors LLC8,202$926K0.0%+8.0%0.025%
4/29/2025 Callan Capital LLC15,627$1.76M0.1%-1.2%0.048%
4/29/2025 Envestnet Asset Management Inc.111,800$12.62M0.0%+21.8%0.341%
4/29/2025 Summit Financial Consulting LLC52,964$5.98M5.5%N/A0.161%
(Data available from 1/1/2016 forward)

IYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYF shares?

During the previous two years, 416 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($210.49M), Bank of America Corp DE ($187.85M), The Manufacturers Life Insurance Company ($169.08M), Schroder Investment Management Group ($123.65M), Goldman Sachs Group Inc. ($104.91M), LPL Financial LLC ($83.84M), and Northwestern Mutual Wealth Management Co. ($77.74M).Learn more on IYF's institutional investors.

Which institutional investors have been buying iShares U.S. Financials ETF stock?

Of the 335 institutional investors that purchased iShares U.S. Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($3.36M), Schroder Investment Management Group ($856.25K), SG Americas Securities LLC ($844.23K), Bank of Montreal Can ($648.53K), Hsbc Holdings PLC ($382.26K), Raymond James Financial Inc. ($363.95K), and LPL Financial LLC ($336.64K).

How much institutional buying is happening at iShares U.S. Financials ETF?

Institutional investors have bought a total of 11,920,285 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

Which iShares U.S. Financials ETF major shareholders have been selling company stock?

Of the 208 institutional investors that sold iShares U.S. Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($1.21M), The Manufacturers Life Insurance Company ($667.21K), Fisher Asset Management LLC ($235.44K), WASHINGTON TRUST Co ($159.14K), Stillwater Capital Advisors LLC ($155.02K), GDS Wealth Management ($146.84K), and AE Wealth Management LLC ($98.95K).

How much institutional selling is happening at iShares U.S. Financials ETF?

Institutional investors have sold a total of 3,964,315 shares in the last 24 months. This volume of shares sold represents approximately $392.43M in transactions.



This page (NYSEARCA:IYF) was last updated on 6/12/2025 by MarketBeat.com Staff
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