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

iShares U.S. Financials ETF logo
$122.69 +0.92 (+0.76%)
As of 11:25 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)
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025Nova Wealth Management Inc.7,140$806K0.7%+51.9%0.024%
5/29/2025Apeiron RIA LLC16,323$1.84M0.6%+19.1%0.054%
5/28/2025Wealth Management Associates Inc.6,755$762K0.3%+7.4%0.022%
5/21/2025Geneos Wealth Management Inc.23,452$2.65M0.1%-3.7%0.078%
5/20/2025Focus Partners Wealth2,093$236K0.0%+8.6%0.007%
5/20/2025Glenview Trust co5,472$618K0.0%-30.9%0.018%
5/19/2025Jane Street Group LLC2,186$247K0.0%N/A0.007%
5/19/2025Advisory Alpha LLC3,102$350K0.0%+53.0%0.010%
5/16/2025Prostatis Group LLC28,445$3.21M1.0%-60.2%0.095%
5/16/2025Goldman Sachs Group Inc.929,654$104.91M0.0%+12.7%3.073%
5/16/2025Jones Financial Companies Lllp1,959$221K0.0%-94.6%0.007%
5/16/2025Redwood Financial Network Corp5,127$579K0.4%+38.5%0.017%
5/16/2025NewEdge Advisors LLC43,433$4.90M0.0%+11.4%0.145%
5/16/2025Integrated Wealth Concepts LLC4,282$483K0.0%+45.7%0.014%
5/16/2025Curi RMB Capital LLC13,403$1.51M0.0%N/A0.045%
5/16/2025AQR Capital Management LLC3,778$426K0.0%N/A0.013%
5/15/2025Federation des caisses Desjardins du Quebec11,875$1.34M0.0%-2.6%0.040%
5/15/2025EP Wealth Advisors LLC1,480$167K0.0%N/A0.005%
5/15/2025Royal Bank of Canada300,338$33.89M0.0%+37.4%0.999%
5/15/2025MAI Capital Management12,649$1.43M0.0%-1.2%0.042%
5/15/2025Baird Financial Group Inc.8,790$992K0.0%+2.5%0.029%
5/15/2025The Manufacturers Life Insurance Company 1,498,231$169.08M0.2%+1,366.8%4.986%
5/15/2025Gerber Kawasaki Wealth & Investment Management29,833$3.37M0.2%+3.9%0.099%
5/14/2025CreativeOne Wealth LLC5,963$673K0.0%+1.7%0.020%
5/14/2025Keeley Teton Advisors LLC4,985$563K0.1%-22.8%0.017%
5/14/2025Comerica Bank9,133$1.03M0.0%-7.3%0.030%
5/14/2025Smartleaf Asset Management LLC11,026$1.23M0.1%+6,922.9%0.037%
5/14/2025Biondo Investment Advisors LLC5,965$673K0.1%+7.4%0.020%
5/14/2025Northwestern Mutual Wealth Management Co.688,878$77.74M0.1%+7.0%2.292%
5/14/2025Allstate Corp9,200$1.04M0.0%N/A0.031%
5/14/2025Kestra Advisory Services LLC164,241$18.54M0.1%+3.9%0.547%
5/14/2025CW Advisors LLC15,017$1.70M0.0%+386.0%0.050%
5/14/2025Capital Wealth Alliance LLC3,388$382K0.2%-29.1%0.011%
5/14/2025PGIM Custom Harvest LLC648,435$73.18M1.7%+27.0%2.158%
5/14/2025GDS Wealth Management4,649$525K0.0%-96.6%0.015%
5/14/2025Hsbc Holdings PLC661,142$74.61M0.0%-35.4%2.200%
5/14/2025HC Advisors LLC37,918$4.28M3.2%-1.7%0.126%
5/13/2025Ethos Financial Group LLC37,700$4.25M0.4%N/A0.125%
5/13/2025Raymond James Financial Inc.187,831$21.20M0.0%+6.7%0.625%
5/13/2025Somerset Group LLC23,959$2.70M2.5%+4.9%0.080%
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5/13/2025Finley Financial LLC73,915$8.17M4.6%-0.5%0.225%
5/13/2025Kovitz Investment Group Partners LLC1,877$212K0.0%N/A0.006%
5/13/2025Clal Insurance Enterprises Holdings Ltd10,000$1.13M0.0%N/A0.030%
5/13/2025HighTower Advisors LLC29,051$3.28M0.0%+38.1%0.089%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,274$482K0.0%-29.5%0.013%
5/12/2025Meridian Wealth Management LLC5,801$655K0.0%+77.9%0.018%
5/12/2025National Bank of Canada FI7,453$841K0.0%+1.4%0.023%
5/9/2025Tidemark LLC5,040$569K0.2%+250.0%0.015%
5/9/2025Cascade Wealth Advisors Inc3,760$401K0.3%-10.7%0.011%
5/9/2025Empower Advisory Group LLC1,791$202K0.0%N/A0.005%
5/9/2025Commonwealth Equity Services LLC253,066$28.56M0.0%+4.8%0.772%
5/9/2025Blair William & Co. IL11,402$1.29M0.0%+7.1%0.035%
5/9/2025Delta Financial Group Inc.5,662$647K0.1%+5.0%0.017%
5/9/2025Scotia Capital Inc.163,022$18.40M0.1%+1.0%0.497%
5/9/2025PNC Financial Services Group Inc.25,589$2.89M0.0%-0.6%0.078%
5/8/2025Pettyjohn Wood & White Inc.34,955$3.95M0.8%-4.3%0.107%
5/8/2025Moors & Cabot Inc.1,883$213K0.0%N/A0.006%
5/8/2025US Bancorp DE2,054$232K0.0%+24.2%0.006%
5/8/2025Harbour Investments Inc.5,072$572K0.0%+76.3%0.015%
5/8/2025NorthRock Partners LLC3,701$418K0.0%+4.2%0.011%
5/8/2025Arkadios Wealth Advisors7,687$868K0.0%+23.6%0.023%
5/8/2025Geneos Wealth Management Inc.23,452$2.65M0.1%-3.7%0.072%
5/7/2025Clarendon Private LLC1,790$202K0.2%N/A0.005%
5/7/2025Picton Mahoney Asset Management1,000$113K0.0%+11.1%0.003%
5/7/2025Patten & Patten Inc. TN118,391$13.36M0.9%-1.0%0.361%
5/7/2025LPL Financial LLC742,926$83.84M0.0%+9.5%2.265%
5/7/2025First Heartland Consultants Inc.30,918$3.49M0.4%-0.9%0.094%
5/6/2025Cetera Investment Advisers136,967$15.46M0.0%-18.4%0.418%
5/6/2025Avantax Advisory Services Inc.6,236$704K0.0%+6.7%0.019%
5/6/2025Kovack Advisors Inc.19,682$2.22M0.2%-0.7%0.060%
5/6/2025AE Wealth Management LLC32,544$3.67M0.0%-52.7%0.099%
5/6/2025Choreo LLC2,376$268K0.0%-7.8%0.007%
5/6/2025PFG Advisors2,032$229K0.0%+10.3%0.006%
5/5/2025Gries Financial LLC1,962$221K0.0%N/A0.006%
5/5/2025Millstone Evans Group LLC2,367$267K0.2%-12.5%0.007%
5/5/2025IFP Advisors Inc1,439$163K0.0%+95.5%0.004%
5/5/2025Kestra Private Wealth Services LLC10,342$1.17M0.0%-1.8%0.032%
5/5/2025Csenge Advisory Group6,161$650K0.0%+6.5%0.019%
5/5/2025Private Advisor Group LLC42,066$4.75M0.0%+44.8%0.128%
5/2/2025Napatree Capital LLC5,312$599K0.3%+22.4%0.016%
5/2/2025Larson Financial Group LLC2,895$327K0.0%+3.7%0.009%
5/2/2025Apollon Financial LLC3,715$419K0.1%+16.9%0.011%
5/2/2025Sigma Planning Corp10,248$1.16M0.0%+19.3%0.031%
5/1/2025Whitener Capital Management Inc.4,945$558K0.2%+24.9%0.015%
5/1/2025CWM LLC8,873$1.00M0.0%+23.5%0.027%
5/1/2025Nikulski Financial Inc.14,731$1.66M0.5%-2.4%0.045%
5/1/2025Quest 10 Wealth Builders Inc.1,579$178K0.2%-25.9%0.005%
5/1/2025Harmony Asset Management LLC12,919$1.46M0.6%-7.7%0.039%
5/1/2025Park Square Financial Group LLC300$34K0.0%N/A0.001%
5/1/2025Kesler Norman & Wride LLC10,661$1.20M0.2%+5.3%0.033%
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5/1/2025WESPAC Advisors LLC12,541$1.42M1.2%+18.1%0.038%
4/30/2025Vision Capital Management Inc.1,974$223K0.0%N/A0.006%
4/30/2025Moloney Securities Asset Management LLC4,551$514K0.1%-94.7%0.014%
4/30/2025Valeo Financial Advisors LLC4,837$546K0.0%+2.9%0.015%
4/30/2025Stratos Wealth Partners LTD.4,127$466K0.0%-37.2%0.013%
4/30/2025Stratos Investment Management LLC5,669$640K0.0%+2.8%0.017%
4/29/2025U.S. Capital Wealth Advisors LLC8,202$926K0.0%+8.0%0.025%
4/29/2025Callan Capital LLC15,627$1.76M0.1%-1.2%0.048%
4/29/2025Envestnet Asset Management Inc.111,800$12.62M0.0%+21.8%0.341%
4/29/2025Summit 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 iShares U.S. Financials ETF's institutional investors.

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

Of the 335 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 ($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 8,121,439 shares in the last 24 months. This purchase volume represents approximately $875.78M in transactions.

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

Of the 145 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: Hsbc Holdings PLC ($1.21M), The Manufacturers Life Insurance Company ($667.21K), WASHINGTON TRUST Co ($159.14K), Fisher Asset Management LLC ($151.48K), GDS Wealth Management ($143.65K), Moloney Securities Asset Management LLC ($80.80K), and Prostatis Group LLC ($43.04K).

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

Institutional investors have sold a total of 2,968,473 shares in the last 24 months. This volume of shares sold represents approximately $314.05M in transactions.


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This page (NYSEARCA:IYF) was last updated on 7/3/2025 by MarketBeat.com Staff
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