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

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$92.17
-0.32 (-0.35%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$296.48M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$83.02M
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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
4/26/2024Bellevue Asset Management LLC2,974$284K0.2%-14.9%0.011%
4/26/2024YHB Investment Advisors Inc.1,950$187K0.0%N/A0.007%
4/26/2024Clear Creek Financial Management LLC12,037$1.15M0.1%+14.3%0.044%
4/26/2024Tritonpoint Wealth LLC5,377$514K0.1%+57.9%0.020%
4/26/2024Meridian Wealth Management LLC3,555$340K0.1%-6.1%0.013%
4/25/2024Eudaimonia Advisors LLC5,261$503K0.3%+3.5%0.019%
4/25/2024 Cambridge Investment Research Advisors Inc.97,511$9.33M0.0%+8.9%0.356%
4/24/2024 Newbridge Financial Services Group Inc.531$51K0.0%-73.3%0.002%
4/24/2024 GDS Wealth Management148,294$14.18M1.7%-1.6%0.541%
4/24/2024 Spire Wealth Management546$52K0.0%-24.1%0.002%
4/23/2024 WASHINGTON TRUST Co256,799$24.56M0.9%+1.4%0.937%
4/23/2024 Fifth Third Bancorp1,100$105K0.0%-44.6%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.86,705$8.29M0.0%-12.5%0.316%
4/22/2024 HF Advisory Group LLC5,070$485K0.3%+2.9%0.019%
4/22/2024 Raymond James & Associates92,612$8.86M0.0%+17.1%0.338%
4/20/2024 Kesler Norman & Wride LLC4,237$405K0.1%+38.5%0.015%
4/19/2024 Wealthstar Advisors LLC21,037$2.01M0.7%+22.2%0.077%
4/18/2024 SeaCrest Wealth Management LLC2,181$209K0.0%N/A0.008%
4/16/2024 Stillwater Capital Advisors LLC56,283$5.38M0.8%-10.6%0.205%
4/16/2024 Touchstone Capital Inc.2,837$271K0.3%N/A0.010%
4/16/2024 Wealth Enhancement Advisory Services LLC9,434$902K0.0%-2.1%0.034%
4/15/2024 Wealthcare Advisory Partners LLC5,857$560K0.0%+30.6%0.021%
4/15/2024 Cascade Wealth Advisors Inc8,280$750K0.6%N/A0.030%
4/15/2024 Brookstone Capital Management58,953$5.64M0.1%+812.2%0.243%
4/15/2024 West Paces Advisors Inc.295$28K0.0%-46.4%0.001%
4/13/2024 Retirement Planning Group LLC2,581$247K0.0%N/A0.011%
4/12/2024 Central Valley Advisors LLC6,927$663K0.3%-38.6%0.029%
4/12/2024 Global Trust Asset Management LLC335$32K0.0%+81.1%0.001%
4/11/2024 Matthew Goff Investment Advisor LLC9,845$942K0.2%+4.2%0.041%
4/10/2024 Park Avenue Securities LLC2,235$214K0.0%N/A0.009%
4/10/2024 EWG Elevate Inc.40,183$3.84M1.5%N/A0.166%
4/8/2024 Atlas Brown Inc.3,071$294K0.1%+13.5%0.013%
4/5/2024 NBC Securities Inc.2,098$211K0.0%-20.5%0.009%
4/5/2024 CWM LLC4,030$385K0.0%+5.0%0.017%
3/28/2024 Newbridge Financial Services Group Inc.1,986$170K0.1%+11.3%0.008%
3/22/2024PNC Financial Services Group Inc.26,680$2.28M0.0%-7.0%0.110%
3/15/2024B. Riley Wealth Advisors Inc.7,414$633K0.0%-4.9%0.031%
3/5/2024Fisher Asset Management LLC2,197,593$187.70M0.1%-2.0%9.062%
3/1/2024Creekmur Asset Management LLC4,456$381K0.1%N/A0.018%
3/1/2024Goldman Sachs Group Inc.676,305$57.76M0.0%-5.8%2.789%
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2/15/2024Pettyjohn Wood & White Inc.38,117$3.26M0.7%-2.5%0.157%
2/14/2024XML Financial LLC102,479$8.75M0.9%+3.7%0.423%
2/14/2024Connectus Wealth LLC82,130$7.03M0.1%N/A0.339%
2/13/2024Angeles Wealth Management LLC913$78K0.0%N/A0.004%
2/13/2024Keeley Teton Advisors LLC6,899$589K0.1%-5.6%0.028%
2/13/2024Cetera Advisor Networks LLC111,391$9.51M0.1%+0.6%0.459%
2/13/2024Peapack Gladstone Financial Corp17,482$1.49M0.0%-0.8%0.072%
2/12/2024Scotia Capital Inc.139,858$11.94M0.1%-2.2%0.577%
2/12/2024Focus Financial Network Inc. ADV3,378$288K0.0%N/A0.014%
2/12/2024Stifel Financial Corp80,228$6.85M0.0%-0.5%0.331%
2/12/2024Steward Partners Investment Advisory LLC4,696$401K0.0%+8.8%0.019%
2/12/2024Wulff Hansen & CO.2,775$237K0.3%-15.5%0.011%
2/12/2024Mitchell Sinkler & Starr PA780$67K0.0%N/A0.003%
2/12/2024Parallel Advisors LLC302$26K0.0%-31.4%0.001%
2/12/2024Hsbc Holdings PLC14,750$1.26M0.0%N/A0.061%
2/9/2024 Congress Wealth Management LLC DE 2,516$215K0.0%N/A0.010%
2/9/2024Advisory Services Network LLC46,864$4.00M0.1%+9.7%0.193%
2/9/2024HCR Wealth Advisors3,928$336K0.1%N/A0.016%
2/9/2024FineMark National Bank & Trust2,625$224K0.0%N/A0.011%
2/9/2024 Cambridge Investment Research Advisors Inc.89,502$7.64M0.0%+31.4%0.369%
2/9/2024Balboa Wealth Partners15,510$1.33M0.4%N/A0.064%
2/9/2024 Central Valley Advisors LLC11,275$963K0.6%N/A0.046%
2/9/2024Corient Private Wealth LLC18,760$1.60M0.0%+13.4%0.077%
2/9/2024Wells Fargo & Company MN323,085$27.60M0.0%-14.6%1.332%
2/9/2024Gladstone Institutional Advisory LLC2,729$233K0.0%N/A0.011%
2/9/2024UBS Group AG369,733$31.58M0.0%+9.7%1.525%
2/9/2024PNC Financial Services Group Inc.26,680$2.28M0.0%-7.0%0.110%
2/8/2024Level Four Advisory Services LLC4,373$374K0.0%N/A0.018%
2/8/2024Atlantic Edge Private Wealth Management LLC825$70K0.0%N/A0.003%
2/8/2024Navellier & Associates Inc.5,788$494K0.1%N/A0.024%
2/8/2024Meridian Wealth Management LLC3,785$323K0.0%-49.9%0.016%
2/8/2024 Apexium Financial LP9,024$771K0.1%N/A0.037%
2/8/2024Janney Montgomery Scott LLC34,365$2.94M0.0%+13.9%0.142%
2/7/2024Avantax Advisory Services Inc.3,760$321K0.0%+11.2%0.016%
2/7/2024Envestnet Portfolio Solutions Inc.2,713$232K0.0%N/A0.011%
2/7/2024One Capital Management LLC12,634$1.08M0.0%N/A0.052%
2/7/2024 NBC Securities Inc.2,638$225K0.0%-11.0%0.011%
2/7/2024Principal Securities Inc.732$63K0.0%N/A0.003%
2/7/2024 GDS Wealth Management150,722$12.87M1.7%-0.5%0.622%
2/6/2024Lincoln National Corp5,524$472K0.0%+8.2%0.023%
2/6/2024Private Advisor Group LLC39,150$3.34M0.0%+24.0%0.161%
2/6/2024 Wealthcare Advisory Partners LLC4,486$383K0.0%+10.7%0.018%
2/6/2024 Summit Trail Advisors LLC3,134$268K0.0%-4.6%0.013%
2/6/2024Rollins Financial4,585$392K0.1%-23.3%0.019%
2/6/2024One Charles Private Wealth Services LLC10,547$901K0.5%N/A0.043%
2/6/2024Bellevue Asset Management LLC3,496$299K0.2%-9.7%0.014%
2/6/2024Bare Financial Services Inc688$59K0.1%N/A0.003%
2/6/2024Fisher Asset Management LLC2,201,468$188.03M0.1%-1.8%9.078%
2/5/2024Stonebridge Financial Planning Group LLC4,851$414K0.2%-35.5%0.020%
2/5/2024Kestra Private Wealth Services LLC8,262$706K0.0%+11.0%0.034%
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2/5/2024Magnus Financial Group LLC178,759$15.27M2.0%+3.5%0.737%
2/1/2024Eudaimonia Advisors LLC5,082$434K0.3%-5.1%0.021%
2/1/2024Larson Financial Group LLC2,429$207K0.0%+5.2%0.010%
2/1/2024RWA Wealth Partners LLC3,895$333K0.0%N/A0.016%
2/1/2024 Nikulski Financial Inc.12,492$1.07M0.4%-5.8%0.052%
2/1/2024Sigma Planning Corp9,738$832K0.1%-18.1%0.040%
2/1/2024 Criterion Capital Advisors LLC563$48K0.0%N/A0.002%
1/31/2024J.W. Cole Advisors Inc.12,834$1.10M0.1%N/A0.053%
1/31/2024Kellett Wealth Advisors LLC7,887$674K0.5%+101.0%0.033%
1/31/2024 HF Advisory Group LLC4,927$421K0.3%+5.9%0.020%
(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, 325 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($187.70M), Bank of America Corp DE ($145.00M), The Manufacturers Life Insurance Company ($89.00M), SG Americas Securities LLC ($63.11M), Goldman Sachs Group Inc. ($57.76M), UBS Group AG ($31.58M), and LPL Financial LLC ($28.50M).Learn more on IYF's institutional investors.

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

Of the 248 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 ($1.19M), Fisher Asset Management LLC ($989.13K), SG Americas Securities LLC ($844.23K), Bank of America Corp DE ($259.76K), International Assets Investment Management LLC ($165.37K), UBS Group AG ($146.21K), and PGIM Custom Harvest LLC ($141.80K).

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

Institutional investors have bought a total of 6,476,790 shares in the last 24 months. This purchase volume represents approximately $491.54M in transactions.

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

Of the 189 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: Wells Fargo & Company MN ($205.42K), Prostatis Group LLC ($179.53K), Stillwater Capital Advisors LLC ($162.95K), Qube Research & Technologies Ltd ($160.30K), Raymond James Financial Services Advisors Inc. ($148.04K), Prudential Financial Inc. ($120.39K), and Envestnet Asset Management Inc. ($120.35K).

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

Institutional investors have sold a total of 3,044,797 shares in the last 24 months. This volume of shares sold represents approximately $230.50M in transactions.


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This page (NYSEARCA:IYF) was last updated on 4/26/2024 by MarketBeat.com Staff

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