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

iShares U.S. Financials ETF logo
$124.76 -0.20 (-0.16%)
Closing price 03:59 PM Eastern
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$124.72 -0.04 (-0.03%)
As of 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)
311
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$410.23M
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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
9/26/2025Corient Private Wealth LLC29,647$3.59M0.0%+251.5%0.086%
9/19/2025Watts Gwilliam & Co. LLC5,150$653K0.1%-18.8%0.015%
9/12/2025Valeo Financial Advisors LLC2,467$298K0.0%-49.0%0.007%
9/4/2025Osaic Holdings Inc.190,665$23.09M0.0%+3.5%0.556%
8/29/2025Centaurus Financial Inc.3,245$393K0.0%+256.2%0.009%
8/27/2025Orion Porfolio Solutions LLC4,059$491K0.0%N/A0.012%
8/26/2025Thrivent Financial for Lutherans112,364$13.60M0.0%+2.2%0.328%
8/20/2025Forefront Wealth Partners LLC3,058$364K0.2%N/A0.009%
8/19/2025B. Riley Wealth Advisors Inc.6,083$736K0.0%N/A0.018%
8/19/2025Newbridge Financial Services Group Inc.465$56K0.0%+39.2%0.001%
8/19/2025Advisory Services Network LLC91,004$11.12M0.2%+1,871.1%0.265%
8/18/2025Front Row Advisors LLC836$101K0.0%-32.3%0.002%
8/15/2025Nikulski Financial Inc.10,633$1.29M0.4%-27.8%0.031%
8/15/2025Tower Research Capital LLC TRC 2,834$343K0.0%N/A0.008%
8/15/2025First Heartland Consultants Inc.32,205$3.90M0.3%+4.2%0.094%
8/15/2025Corient Private Wealth LLC29,722$3.59M0.0%+252.4%0.087%
8/15/2025Equitable Holdings Inc.51,366$6.22M0.1%+67.0%0.150%
8/15/2025Captrust Financial Advisors10,485$1.27M0.0%+8.0%0.031%
8/15/2025Smartleaf Asset Management LLC14,631$1.76M0.2%+32.7%0.043%
8/15/2025Snowden Capital Advisors LLC3,245$393K0.0%-19.2%0.009%
8/15/2025Redwood Financial Network Corp5,231$633K0.4%+2.0%0.015%
8/15/2025Orion Porfolio Solutions LLC4,059$491K0.0%N/A0.012%
8/15/2025MML Investors Services LLC17,200$2.08M0.0%-11.5%0.050%
8/15/2025IHT Wealth Management LLC8,492$1.03M0.0%-2.9%0.025%
8/15/2025EP Wealth Advisors LLC1,791$217K0.0%+21.0%0.005%
8/15/2025BTG Pactual Asset Management US LLC1,108$134K0.0%N/A0.003%
8/15/2025Bank of America Corp DE1,500,322$181.52M0.0%-3.6%4.374%
8/15/2025Ameriprise Financial Inc.184,812$22.36M0.0%+8.4%0.539%
8/14/2025Camarda Financial Advisors LLC113,138$13.69M5.4%N/A0.330%
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%
8/14/2025Cerity Partners LLC9,111$1.10M0.0%-43.5%0.027%
8/13/2025Gamco Investors INC. ET AL4,715$570K0.0%N/A0.014%
8/13/2025PGIM Custom Harvest LLC595,610$72.06M1.5%-8.1%1.736%
8/13/2025Baird Financial Group Inc.8,606$1.04M0.0%-2.1%0.025%
8/13/2025First Trust Advisors LP2,557$309K0.0%+33.7%0.007%
8/13/2025Walleye Trading LLC2,554$309K0.0%-111.4%0.007%
8/13/2025Pinkerton Wealth LLC283,035$34.24M4.1%N/A0.825%
8/13/2025Beacon Pointe Advisors LLC8,829$1.07M0.0%+32.7%0.026%
8/13/2025Fisher Asset Management LLC1,833,966$221.89M0.1%+0.2%5.347%
8/13/2025Financial Freedom LLC9,511$1.15M0.6%+46.1%0.028%
8/13/2025Schroder Investment Management Group143,300$17.20M0.0%+154.5%0.418%
8/13/2025Virtue Capital Management LLC8,952$1.08M0.2%+35.9%0.026%
8/13/2025Scotia Capital Inc.164,016$19.84M0.1%+0.6%0.478%
8/13/2025Hsbc Holdings PLC640,575$77.50M0.0%-3.1%1.868%
8/13/2025Northwestern Mutual Wealth Management Co.701,987$84.93M0.1%+1.9%2.047%
8/13/2025Safe Harbor Fiduciary LLC3,323$402K0.4%+15,723.8%0.010%
8/12/2025J.W. Cole Advisors Inc.16,599$2.01M0.0%+208.9%0.048%
8/12/2025XTX Topco Ltd1,977$239K0.0%N/A0.006%
8/12/2025One Charles Private Wealth Services LLC9,515$1.15M0.3%-1.0%0.028%
8/12/2025Steward Partners Investment Advisory LLC26,306$3.18M0.0%+85.6%0.077%
8/12/2025Insigneo Advisory Services LLC2,674$324K0.0%-30.2%0.008%
8/12/2025CreativeOne Wealth LLC3,859$467K0.0%-35.3%0.011%
8/12/2025Global Retirement Partners LLC2,253$273K0.0%N/A0.007%
8/12/2025Pettyjohn Wood & White Inc.34,730$4.20M0.8%-0.6%0.101%
8/12/2025AlphaCore Capital LLC15,627$1.89M0.1%+82,147.4%0.046%
8/12/2025MAI Capital Management11,574$1.40M0.0%-8.5%0.034%
8/12/2025JPMorgan Chase & Co.343,215$41.53M0.0%+287.9%1.001%
8/12/2025GDS Wealth Management4,888$591K0.0%+5.1%0.014%
8/12/2025Clal Insurance Enterprises Holdings Ltd5,000$605K0.0%-50.0%0.015%
8/11/2025Outlook Wealth Advisors LLC10,312$1.25M0.3%N/A0.030%
8/11/2025TD Waterhouse Canada Inc.1,808$220K0.0%+6.0%0.005%
8/11/2025FineMark National Bank & Trust4,934$597K0.0%-7.3%0.015%
8/11/2025Perennial Investment Advisors LLC1,819$220K0.0%N/A0.005%
8/11/2025Western Wealth Management LLC4,127$499K0.0%-12.1%0.012%
8/8/2025Cetera Investment Advisers162,049$19.61M0.0%+18.3%0.477%
8/8/2025Creative Planning14,840$1.80M0.0%-3.3%0.044%
8/8/2025Empower Advisory Group LLC2,085$252K0.0%+16.4%0.006%
8/8/2025Foundations Investment Advisors LLC6,671$807K0.0%N/A0.020%
8/8/2025Kane Investment Management Inc.1,682$204K0.1%N/A0.005%
8/8/2025WASHINGTON TRUST Co61,512$7.44M0.3%-23.7%0.181%
8/8/2025Symphony Financial Services Inc.1,659$201K0.1%N/A0.005%
8/8/2025PNC Financial Services Group Inc.24,713$2.99M0.0%-3.4%0.073%
8/7/2025Cascade Financial Partners LLC4,995$604K0.1%N/A0.015%
8/7/2025Fountainhead AM LLC4,111$497K0.1%N/A0.012%
8/7/2025Rollins Financial Advisors LLC3,737$452K0.1%-5.1%0.011%
8/7/2025HC Advisors LLC37,457$4.53M3.2%-1.2%0.110%
8/6/2025Prospera Financial Services Inc37,566$4.55M0.1%-63.5%0.111%
8/6/2025AE Wealth Management LLC41,871$5.07M0.0%+28.7%0.123%
8/6/2025Garrison Point Advisors LLC6,606$799K0.4%-1.6%0.019%
8/6/2025Quadrant Private Wealth Management LLC11,003$1.33M0.3%N/A0.032%
8/6/2025Savant Capital LLC3,880$469K0.0%-15.0%0.011%
8/6/2025Ethos Financial Group LLC37,487$4.54M0.4%-0.6%0.110%
8/6/2025Atlantic Union Bankshares Corp1,094$132K0.0%N/A0.003%
8/6/2025Stonebridge Financial Planning Group LLC3,790$459K0.2%-12.2%0.011%
8/6/2025Moors & Cabot Inc.1,738$210K0.0%-7.7%0.005%
8/6/2025Simmons Bank5,275$638K0.0%-2.2%0.016%
8/5/2025Huntington National Bank19,380$2.35M0.0%+33.1%0.057%
8/5/2025Freestone Capital Holdings LLC1,702$206K0.0%N/A0.005%
8/5/2025Bank of Montreal Can50,872$6.16M0.0%-92.0%0.150%
(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, 450 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 ($181.52M), 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 376 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 8,892,723 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 169 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 3,554,463 shares in the last 24 months. This volume of shares sold represents approximately $410.23M in transactions.


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This page (NYSEARCA:IYF) was last updated on 10/2/2025 by MarketBeat.com Staff
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