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

iShares U.S. Financials ETF logo
$123.96 +0.44 (+0.36%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$124.22 +0.26 (+0.21%)
As of 07:02 AM 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)
302
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$402.26M
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Skip Chart & View Institutional Buying and Selling Data

IYF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Jane Street Group LLC13,815$1.67M0.0%+532.0%0.040%
8/14/2025Raymond James Financial Inc.197,771$23.93M0.0%+5.3%0.577%
8/14/2025Quantinno Capital Management LP14,708$1.78M0.0%+21.2%0.043%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,310$642K0.0%-22.8%0.015%
8/14/2025Peapack Gladstone Financial Corp12,887$1.56M0.0%-1.9%0.038%
8/14/2025Vivaldi Capital Management LP2,769$335K0.1%+3.6%0.008%
8/14/2025FWL Investment Management LLC1,148$139K0.0%-12.2%0.003%
8/14/2025Glenview Trust co5,323$644K0.0%-2.7%0.016%
8/14/2025The Manufacturers Life Insurance Company 983,100$118.95M0.1%-34.4%2.866%
8/14/2025NewEdge Advisors LLC47,569$5.76M0.0%+9.5%0.139%
8/14/2025Qube Research & Technologies Ltd7,255$878K0.0%N/A0.021%
8/14/2025Gerber Kawasaki Wealth & Investment Management32,845$3.97M0.2%+10.1%0.096%
8/14/2025 Cerity Partners LLC9,111$1.10M0.0%-43.5%0.027%
8/13/2025 Gamco Investors INC. ET AL4,715$570K0.0%N/A0.014%
8/13/2025 PGIM Custom Harvest LLC595,610$72.06M1.5%-8.1%1.736%
8/13/2025 Baird Financial Group Inc.8,606$1.04M0.0%-2.1%0.025%
8/13/2025 First Trust Advisors LP2,557$309K0.0%+33.7%0.007%
8/13/2025 Walleye Trading LLC2,554$309K0.0%-111.4%0.007%
8/13/2025 Pinkerton Wealth LLC283,035$34.24M4.1%N/A0.825%
8/13/2025 Beacon Pointe Advisors LLC8,829$1.07M0.0%+32.7%0.026%
8/13/2025 Fisher Asset Management LLC1,833,966$221.89M0.1%+0.2%5.347%
8/13/2025 Financial Freedom LLC9,511$1.15M0.6%+46.1%0.028%
8/13/2025 Schroder Investment Management Group143,300$17.20M0.0%+154.5%0.418%
8/13/2025 Virtue Capital Management LLC8,952$1.08M0.2%+35.9%0.026%
8/13/2025 Scotia Capital Inc.164,016$19.84M0.1%+0.6%0.478%
8/13/2025 Hsbc Holdings PLC640,575$77.50M0.0%-3.1%1.868%
8/13/2025 Northwestern Mutual Wealth Management Co.701,987$84.93M0.1%+1.9%2.047%
8/13/2025 Safe Harbor Fiduciary LLC3,323$402K0.4%+15,723.8%0.010%
8/12/2025 J.W. Cole Advisors Inc.16,599$2.01M0.0%+208.9%0.048%
8/12/2025 XTX Topco Ltd1,977$239K0.0%N/A0.006%
8/12/2025 One Charles Private Wealth Services LLC9,515$1.15M0.3%-1.0%0.028%
8/12/2025 Steward Partners Investment Advisory LLC26,306$3.18M0.0%+85.6%0.077%
8/12/2025 Insigneo Advisory Services LLC2,674$324K0.0%-30.2%0.008%
8/12/2025 CreativeOne Wealth LLC3,859$467K0.0%-35.3%0.011%
8/12/2025 Global Retirement Partners LLC2,253$273K0.0%N/A0.007%
8/12/2025 Pettyjohn Wood & White Inc.34,730$4.20M0.8%-0.6%0.101%
8/12/2025 AlphaCore Capital LLC15,627$1.89M0.1%+82,147.4%0.046%
8/12/2025 MAI Capital Management11,574$1.40M0.0%-8.5%0.034%
8/12/2025 JPMorgan Chase & Co.343,215$41.53M0.0%+287.9%1.001%
8/12/2025 GDS Wealth Management4,888$591K0.0%+5.1%0.014%
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8/12/2025 Clal Insurance Enterprises Holdings Ltd5,000$605K0.0%-50.0%0.015%
8/11/2025 Outlook Wealth Advisors LLC10,312$1.25M0.3%N/A0.030%
8/11/2025 TD Waterhouse Canada Inc.1,808$220K0.0%+6.0%0.005%
8/11/2025 FineMark National Bank & Trust4,934$597K0.0%-7.3%0.015%
8/11/2025 Perennial Investment Advisors LLC1,819$220K0.0%N/A0.005%
8/11/2025 Western Wealth Management LLC4,127$499K0.0%-12.1%0.012%
8/8/2025 Cetera Investment Advisers162,049$19.61M0.0%+18.3%0.477%
8/8/2025 Creative Planning14,840$1.80M0.0%-3.3%0.044%
8/8/2025 Empower Advisory Group LLC2,085$252K0.0%+16.4%0.006%
8/8/2025 Foundations Investment Advisors LLC6,671$807K0.0%N/A0.020%
8/8/2025 Kane Investment Management Inc.1,682$204K0.1%N/A0.005%
8/8/2025 WASHINGTON TRUST Co61,512$7.44M0.3%-23.7%0.181%
8/8/2025 Symphony Financial Services Inc.1,659$201K0.1%N/A0.005%
8/8/2025 PNC Financial Services Group Inc.24,713$2.99M0.0%-3.4%0.073%
8/7/2025 Cascade Financial Partners LLC4,995$604K0.1%N/A0.015%
8/7/2025 Fountainhead AM LLC4,111$497K0.1%N/A0.012%
8/7/2025 Rollins Financial Advisors LLC3,737$452K0.1%-5.1%0.011%
8/7/2025 HC Advisors LLC37,457$4.53M3.2%-1.2%0.110%
8/6/2025 Prospera Financial Services Inc37,566$4.55M0.1%-63.5%0.111%
8/6/2025 AE Wealth Management LLC41,871$5.07M0.0%+28.7%0.123%
8/6/2025 Garrison Point Advisors LLC6,606$799K0.4%-1.6%0.019%
8/6/2025 Quadrant Private Wealth Management LLC11,003$1.33M0.3%N/A0.032%
8/6/2025 Savant Capital LLC3,880$469K0.0%-15.0%0.011%
8/6/2025 Ethos Financial Group LLC37,487$4.54M0.4%-0.6%0.110%
8/6/2025 Atlantic Union Bankshares Corp1,094$132K0.0%N/A0.003%
8/6/2025 Stonebridge Financial Planning Group LLC3,790$459K0.2%-12.2%0.011%
8/6/2025 Moors & Cabot Inc.1,738$210K0.0%-7.7%0.005%
8/6/2025 Simmons Bank5,275$638K0.0%-2.2%0.016%
8/5/2025 Huntington National Bank19,380$2.35M0.0%+33.1%0.057%
8/5/2025 Freestone Capital Holdings LLC1,702$206K0.0%N/A0.005%
8/5/2025 Bank of Montreal Can50,872$6.16M0.0%-92.0%0.150%
8/5/2025 Sigma Planning Corp10,415$1.26M0.0%+1.6%0.031%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,998$484K0.0%-6.5%0.012%
8/5/2025 Kesler Norman & Wride LLC4,554$551K0.1%-57.3%0.013%
8/4/2025 Creekmur Asset Management LLC1,801$218K0.0%-59.3%0.005%
8/4/2025 Atria Investments Inc20,702$2.51M0.0%+34.6%0.061%
8/4/2025 Assetmark Inc.518$63K0.0%N/A0.002%
8/4/2025 Spire Wealth Management17,405$2.11M0.1%+4.1%0.051%
8/4/2025 Horizon Wealth Management LLC110,892$13.42M2.4%N/A0.327%
8/4/2025 Buck Wealth Strategies LLC8,620$1.04M0.2%+52.8%0.025%
8/4/2025 Arkadios Wealth Advisors8,852$1.07M0.0%+15.2%0.026%
8/4/2025 Wealth Management Associates Inc.6,951$841K0.3%+2.9%0.020%
8/1/2025 Liberty Wealth Management LLC5,920$716K0.1%N/A0.017%
8/1/2025 Y Intercept Hong Kong Ltd2,906$352K0.0%N/A0.009%
8/1/2025 Envestnet Asset Management Inc.127,302$15.40M0.0%+13.9%0.375%
7/31/2025 Moloney Securities Asset Management LLC4,062$491K0.1%-10.7%0.012%
7/31/2025 Trademark Financial Management LLC13,107$1.59M1.0%+283.6%0.039%
7/31/2025 Carnegie Investment Counsel5,064$613K0.0%+86.6%0.015%
7/31/2025 Gallagher Capital Advisors LLC5,933$718K0.6%N/A0.017%
7/30/2025 Rehmann Capital Advisory Group3,274$396K0.0%-2.5%0.010%
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7/30/2025 TFB Advisors LLC1,720$208K0.1%N/A0.005%
7/30/2025 Brookstone Capital Management4,139$501K0.0%-28.5%0.012%
7/30/2025 Retirement Planning Group LLC2,909$352K0.0%-45.2%0.009%
7/30/2025 D.A. Davidson & CO.4,783$579K0.0%+3.0%0.014%
7/30/2025 Pacific Sun Financial Corp4,467$540K0.3%-7.8%0.013%
7/29/2025 Stephens Inc. AR9,008$1.09M0.0%-1.6%0.027%
7/29/2025 Balboa Wealth Partners21,678$2.62M0.5%N/A0.064%
7/29/2025 Koshinski Asset Management Inc.16,805$2.03M0.2%-0.7%0.049%
7/29/2025 Stratos Wealth Partners LTD.27,678$3.35M0.0%+570.7%0.082%
7/29/2025 Private Trust Co. NA705$85K0.0%+106.7%0.002%
(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, 445 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($221.89M), Bank of America Corp DE ($187.85M), The Manufacturers Life Insurance Company ($118.95M), Goldman Sachs Group Inc. ($104.91M), Northwestern Mutual Wealth Management Co. ($84.93M), LPL Financial LLC ($83.84M), and Hsbc Holdings PLC ($77.50M).Learn more on iShares U.S. Financials ETF's institutional investors.

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

Of the 371 institutional investors that purchased iShares U.S. Financials ETF's 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 ($943.25K), SG Americas Securities LLC ($844.23K), Bank of Montreal Can ($599.38K), Hsbc Holdings PLC ($382.26K), Raymond James Financial Inc. ($373.89K), 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 8,738,307 shares in the last 24 months. This purchase volume represents approximately $982.68M in transactions.

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

Of the 166 institutional investors that sold iShares U.S. Financials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($1.18M), Bank of Montreal Can ($585.41K), Hsbc Holdings PLC ($383.34K), WASHINGTON TRUST Co ($178.23K), Fisher Asset Management LLC ($151.48K), GDS Wealth Management ($143.11K), and Moloney Securities Asset Management LLC ($81.29K).

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

Institutional investors have sold a total of 3,489,125 shares in the last 24 months. This volume of shares sold represents approximately $402.26M in transactions.


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This page (NYSEARCA:IYF) was last updated on 8/15/2025 by MarketBeat.com Staff
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