iShares U.S. Financials ETF (IYF) Institutional Ownership $123.79 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)Number ofInstitutional Buyers(last 12 months)297TotalInstitutional Inflows(last 12 months)$1.65BNumber ofInstitutional Sellers(last 12 months)191TotalInstitutional Outflows(last 12 months)$488.87M Get IYF Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares U.S. Financials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2026 SOA Wealth Advisors LLC.3,845$452K0.0%-8.6%0.014% 5/19/2026 NewEdge Advisors LLC9,512$1.12M0.0%-78.4%0.035% 5/19/2026 Bank of America Corp DE1,545,911$181.89M0.0%-1.4%5.642% 5/19/2026 Chesapeake Wealth Management8,122$956K0.3%-7.9%0.030% 5/19/2026 Arkadios Wealth Advisors9,516$1.12M0.0%+6.4%0.035% 5/18/2026 Royal Bank of Canada297,765$35.04M0.0%+3.1%1.087% 5/16/2026 KCM Investment Advisors LLC11,892$1.40M0.0%-2.1%0.043% 5/16/2026 Quantinno Capital Management LP12,649$1.49M0.0%-2.5%0.046% 5/15/2026 Gateway Wealth Partners LLC2,711$319K0.0%+64.2%0.010% 5/15/2026 Vivaldi Capital Management LP3,163$372K0.1%-25.6%0.012% Get the Latest News and Ratings for IYF and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares U.S. Financials ETF and its competitors with MarketBeat's FREE daily newsletter. 5/14/2026 Renaissance Technologies LLC5,700$671K0.0%-63.7%0.021% 5/14/2026 Lido Advisors LLC6,676$786K0.0%-36.4%0.024% 5/13/2026 Cetera Investment Advisers145,255$17.09M0.0%-2.6%0.530% 5/13/2026 Signature Equity Partners LLC264$31K0.0%-27.5%0.001% 5/13/2026 First Trust Advisors LP4,084$481K0.0%-6.5%0.015% 5/12/2026 Phillip James Consulting Co.7,681$954K0.7%N/A0.028% 5/8/2026 Pacific Sun Financial Corp4,811$566K0.3%+7.4%0.018% 5/8/2026 PNC Financial Services Group Inc.23,684$2.79M0.0%-3.7%0.086% 5/8/2026 Glenview Trust Co7,099$835K0.0%-21.3%0.026% 5/8/2026 One Charles Private Wealth Services LLC10,128$1.19M0.3%+10.6%0.037% 5/7/2026 Scarborough Advisors LLC879$103K0.0%N/A0.003% 5/7/2026 Decker Wealth Management LLC3,076$362K0.1%N/A0.011% 5/6/2026 Kesler Norman & Wride LLC3,924$462K0.1%-21.8%0.014% 5/6/2026 Zhang Financial LLC4,458$525K0.0%N/A0.016% 5/6/2026 Advisortrust Partners LLC307$36K0.0%-99.7%0.001% 5/6/2026 Gerald Baker Financial Group LLC9,704$1.07M0.4%N/A0.035% 5/6/2026 Independent Financial Group LLC5,541$652K0.0%N/A0.020% 5/5/2026 Gallagher Capital Advisors LLC6,323$744K0.5%N/A0.023% 5/5/2026 D.A. Davidson & CO.4,510$531K0.0%-18.0%0.016% 5/5/2026 Bank of New York Mellon Corp19,492$2.29M0.0%+49.3%0.071% 5/5/2026 Harmony Asset Management LLC10,772$1.27M0.4%+3.4%0.039% 5/5/2026 Sanctuary Advisors LLC110,053$12.95M0.1%+14.0%0.402% 5/5/2026 Sigma Planning Corp10,513$1.24M0.0%-1.0%0.038% 5/4/2026 Retirement Planning Group LLC5,450$641K0.0%+17.0%0.020% 5/4/2026 HBW Advisory Services LLC12,798$1.51M0.2%+24.2%0.047% 5/4/2026 Principal Financial Group Inc.67,586$7.95M0.0%-75.2%0.247% 5/2/2026 Gables Capital Management Inc.1,810$213K0.1%+16.4%0.007% 5/2/2026 Carnegie Investment Counsel3,127$368K0.0%-19.6%0.011% 5/1/2026 Citizens Financial Group Inc. RI2,933$345K0.0%+10.8%0.011% 5/1/2026 Fifth Third Bancorp8,854$1.04M0.0%+1,164.9%0.032% The REAL Reason Trump is Invading Iran (Ad)For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.5/1/2026 Triton Wealth Management PLLC4,907$582K0.2%+3.9%0.018% 5/1/2026 Sequoia Financial Advisors LLC3,039$358K0.0%N/A0.011% 4/30/2026 Hsbc Holdings PLC13,225$1.56M0.0%-98.4%0.048% 4/30/2026 Financial Freedom LLC16,591$1.95M1.0%+90.3%0.061% 4/30/2026 Kestra Advisory Services LLC191,709$22.56M0.1%-1.7%0.700% 4/30/2026 Money Concepts Capital Corp1,742$205K0.0%N/A0.006% 4/28/2026 Nvest Financial LLC23,029$2.71M1.0%+17.5%0.084% 4/28/2026 Stephens Inc. AR9,482$1.12M0.0%+4.6%0.035% 4/28/2026 Forte Asset Management LLC5,185$610K0.3%-82.1%0.019% 4/28/2026 Koshinski Asset Management Inc.15,712$1.85M0.1%-1.4%0.057% 4/28/2026 Wealthstar Advisors LLC14,928$1.76M0.8%-28.7%0.054% 4/27/2026 World Investment Advisors3,884$457K0.0%+4.9%0.014% 4/27/2026 Private Advisor Group LLC56,786$6.68M0.0%-5.6%0.207% 4/27/2026 Elevation Point Wealth Partners LLC1,893$223K0.0%N/A0.007% 4/27/2026 Prasad Wealth Partners LLC68,233$8.03M2.2%+4.3%0.249% 4/24/2026 Essex LLC14,101$1.66M0.3%+9.0%0.051% 4/24/2026 Financial Life Planners216$25K0.0%N/A0.001% 4/23/2026 Simmons Bank4,845$570K0.0%-8.2%0.018% 4/23/2026 Bigelow Investment Advisors LLC5,452$641K0.3%-4.6%0.020% 4/23/2026 North Star Investment Management Corp.328$39K0.0%+54.7%0.001% 4/23/2026 Tepp RIA LLC9,288$1.09M0.9%+23.9%0.034% 4/23/2026 Apollon Wealth Management LLC2,601$306K0.0%+58.1%0.009% 4/22/2026 Janney Montgomery Scott LLC47,056$5.54M0.0%-1.9%0.172% 4/22/2026 Trilogy Capital Inc.2,119$249K0.0%N/A0.008% 4/21/2026 Laurel Oak Wealth Management LLC5,862$690K0.1%+5.9%0.021% 4/21/2026 HF Advisory Group LLC7,263$855K0.3%-4.0%0.026% 4/21/2026 Sequent Planning LLC1,830$215K0.1%N/A0.007% 4/21/2026 Colony Family Offices LLC24,982$2.94M0.7%-2.7%0.091% 4/20/2026 Kestra Private Wealth Services LLC10,135$1.19M0.0%-3.0%0.037% 4/20/2026 MinichMacGregor Wealth Management LLC2,632$310K0.1%-98.0%0.010% 4/20/2026 Provenance Wealth Advisors LLC488$57K0.0%-29.3%0.002% 4/17/2026 Cottonwood Capital Advisors LLC5,809$684K0.5%N/A0.021% 4/17/2026 Atlas Brown Inc.3,239$381K0.1%-3.0%0.012% 4/17/2026 Matthew Goff Investment Advisor LLC9,230$1.09M0.2%N/A0.033% 4/17/2026 XML Financial LLC113,726$13.38M1.1%+0.9%0.411% 4/16/2026 Ironwood Wealth Management LLC.5,500$647K0.2%-2.9%0.020% 4/16/2026 Southern Capital Advisors LLC5,514$649K0.3%+4.9%0.020% 4/16/2026 Founders Financial Securities LLC16,587$2.04M0.1%-5.1%0.060% 3/20/2026 Hsbc Holdings PLC805,296$103.83M0.1%N/A2.437% 3/17/2026 Rockefeller Capital Management L.P.26,926$3.47M0.0%+0.3%0.081% 3/10/2026 Advisortrust Partners LLC88,935$11.47M5.0%N/A0.269% 3/9/2026 Corient Private Wealth LLC15,988$2.06M0.0%-46.2%0.048% 3/6/2026 Hsbc Holdings PLC805,296$103.83M0.1%N/A2.437% 3/2/2026Reflection Asset Management791$105K0.1%N/A0.002% 2/27/2026 Strategic Investment Solutions Inc. IL2,424$313K0.1%N/A0.007% 2/20/2026 Sunbelt Securities Inc.6,400$825K0.1%+3.8%0.019% 2/19/2026 Corient Private Wealth LLC15,906$2.05M0.0%-46.5%0.048% 2/19/2026 Jacobs Equity LLC3,468$447K0.4%N/A0.010% 2/18/2026 Ameriflex Group Inc.577$74K0.0%-50.0%0.002% 2/18/2026 Mercer Global Advisors Inc. ADV12,458$1.61M0.0%+11.4%0.038% Elon Musk’s $1 Quadrillion AI IPO (Ad)$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.Claim Your Stake Now2/18/2026 Virtue Capital Management LLC15,515$2.01M0.1%N/A0.047% 2/18/2026 First Citizens Bank & Trust Co.6,430$829K0.0%N/A0.019% 2/18/2026 EP Wealth Advisors LLC1,653$213K0.0%N/A0.005% 2/18/2026 NewEdge Advisors LLC44,031$5.68M0.0%-12.0%0.133% 2/18/2026 KKM Financial LLC32,159$4.15M0.7%+0.4%0.097% 2/18/2026 Tudor Investment Corp ET AL12,351$1.59M0.0%N/A0.037% 2/18/2026 Safe Harbor Fiduciary LLC15,071$1.94M1.7%N/A0.046% 2/18/2026 Prostatis Group LLC2,354$303K0.1%-7.2%0.007% 2/18/2026 IHT Wealth Management LLC6,165$795K0.0%-3.8%0.019% 2/18/2026 Asset One Wealth Management LLC6,667$857K0.1%N/A0.020% IYF Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IYF shares? During the previous two years, 498 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Dynasty Wealth Management LLC ($227.25M), Fisher Asset Management LLC ($223.48M), Morgan Stanley ($200.02M), Bank of America Corp DE ($181.89M), JPMorgan Chase & Co. ($135.81M), The Manufacturers Life Insurance Company ($118.95M), and Sagespring Wealth Partners LLC ($106.60M).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 430 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: Northwestern Mutual Wealth Management Co. ($3.31M), The Manufacturers Life Insurance Company ($2.17M), Hsbc Holdings PLC ($1.98M), Dynasty Wealth Management LLC ($1.76M), Bank of Montreal Can ($1.25M), JPMorgan Chase & Co. ($1.04M), and Schroder Investment Management Group ($943.25K). How much institutional buying is happening at iShares U.S. Financials ETF? Institutional investors have bought a total of 12,933,654 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions. Which of iShares U.S. Financials ETF's major shareholders have been selling company stock? Of the 191 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: Bank of Montreal Can ($922.43K), Hsbc Holdings PLC ($812.64K), The Manufacturers Life Insurance Company ($515.13K), Principal Financial Group Inc. ($205.22K), MinichMacGregor Wealth Management LLC ($198.34K), Fisher Asset Management LLC ($100.65K), and LPL Financial LLC ($95.37K). How much institutional selling is happening at iShares U.S. Financials ETF? Institutional investors have sold a total of 4,007,404 shares in the last 24 months. This volume of shares sold represents approximately $488.87M in transactions. Related Companies KRE Institutional Ownership EUFN Institutional Ownership FNCL Institutional Ownership FAS Institutional Ownership IYG Institutional Ownership BIZD Institutional Ownership KBWB Institutional Ownership IAI Institutional Ownership KBE Institutional Ownership FXO Institutional Ownership This page (NYSEARCA:IYF) was last updated on 5/25/2026 by MarketBeat.com Staff. 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