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

iShares U.S. Financials ETF logo
$126.83 -0.88 (-0.69%)
Closing price 04:10 PM Eastern
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$126.83 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)

Number of
Institutional Buyers
(last 12 months)
258
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$308.51M
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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
10/14/2026Essex LLC13,244$1.66M0.2%-3.8%0.045%
10/14/2026MinichMacGregor Wealth Management LLC1,766$222K0.0%-6.7%0.006%
10/14/2026First Citizens Bank & Trust Co.6,430$808K0.0%N/A0.022%
10/14/2026Forte Asset Management LLC7,531$946K0.4%+1.1%0.026%
10/14/2026B. Riley Wealth Advisors Inc.4,075$512K0.0%N/A0.014%
10/13/2026Avior Wealth Management LLC18,145$2.28M0.1%N/A0.061%
10/10/2026HF Advisory Group LLC7,971$1.00M0.2%+4.1%0.027%
10/10/2026Atlas Brown Inc.3,258$409K0.1%N/A0.011%
10/9/2026Castle Rock Wealth Management LLC12,657$1.61M0.3%-21.6%0.042%
10/9/2026Acropolis Investment Management LLC8,770$1.10M0.0%N/A0.029%
10/9/2026GAMMA Investing LLC255$32K0.0%N/A0.001%
10/8/2026Farther Finance Advisors LLC2,565$322K0.0%-5.1%0.009%
10/8/2026CoreCap Advisors LLC2,090$263K0.0%+13.9%0.007%
10/8/2026YHB Investment Advisors Inc.2,554$321K0.0%N/A0.009%
10/6/2026Bank of New Hampshire259$33K0.0%N/A0.001%
10/5/2026Ferguson Wellman Capital Management Inc.3,007$378K0.0%N/A0.010%
10/2/2026 First Citizens Financial Corp54,091$6.80M2.9%-0.4%0.183%
10/2/2026 CX Institutional20,255$2.55M0.1%+0.5%0.069%
9/23/2026Envestnet Asset Management Inc.109,306$13.94M0.0%-4.5%0.350%
9/9/2026The Manufacturers Life Insurance Company1,016,228$129.58M0.1%N/A3.016%
9/9/2026NewEdge Advisors LLC13,038$1.66M0.0%+9.7%0.039%
9/9/2026Baird Financial Group Inc.9,658$1.23M0.0%+8.9%0.029%
9/9/2026One Charles Private Wealth Services LLC9,863$1.26M0.3%-2.6%0.029%
9/8/2026Allworth Financial LP2,021$258K0.0%+5.3%0.006%
9/8/2026Waverly Advisors LLC1,978$252K0.0%N/A0.006%
9/2/2026Citadel Advisors LLC9,483$1.21M0.0%+66.4%0.028%
8/27/2026Corient Private Wealth LP12,864$1.64M0.0%-19.3%0.038%
8/23/2026Ameritas Advisory Services LLC10,807$1.38M0.0%+21.0%0.032%
8/23/2026Nvest Financial LLC24,979$3.19M1.0%+8.5%0.074%
8/22/2026Rik Saylor Financial Inc.4,040$515K0.3%-4.3%0.012%
8/22/2026Tudor Financial Inc.2,455$313K0.1%-9.3%0.007%
8/22/2026Syon Capital LLC23,258$2.97M0.1%-28.7%0.069%
8/22/2026TD Waterhouse Canada Inc.2,875$374K0.0%-8.1%0.009%
8/22/2026Concurrent Investment Advisors LLC3,536$451K0.0%+33.3%0.010%
8/21/2026Chesapeake Wealth Management5,505$702K0.2%-32.2%0.016%
8/20/2026Rehmann Capital Advisory Group2,526$322K0.0%-23.0%0.007%
7/10/2026Whitener Capital Management Inc.6,136$782K0.2%+3.6%0.020%
7/10/2026Kennicott Capital Management LLC17,868$2.28M1.1%+8.8%0.058%
7/10/2026Dagco Inc.3,340$426K0.1%+4.4%0.011%
7/9/2026HF Advisory Group LLC7,655$976K0.3%+5.4%0.023%
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7/8/2026Strategic Investment Solutions Inc. IL11,582$1.48M0.3%+136.8%0.038%
7/8/2026Finley Financial LLC38,371$4.89M2.0%-5.1%0.125%
7/8/2026Castle Rock Wealth Management LLC16,154$2.10M0.4%+20.8%0.053%
7/7/2026Dynamic Advisor Solutions LLC3,208$409K0.0%N/A0.010%
7/7/2026Avior Wealth Management LLC18,100$2.31M0.1%-1.7%0.059%
7/7/2026CoreCap Advisors LLC1,835$234K0.0%-16.1%0.006%
7/6/2026Trilogy Capital Inc.2,809$358K0.0%+32.6%0.009%
6/3/2026NewEdge Advisors LLC11,882$1.40M0.0%-73.0%0.043%
5/20/2026SOA Wealth Advisors LLC.3,845$452K0.0%-8.6%0.014%
5/19/2026NewEdge Advisors LLC9,512$1.12M0.0%-78.4%0.035%
5/19/2026Bank of America Corp DE1,545,911$181.89M0.0%-1.4%5.642%
5/19/2026Chesapeake Wealth Management8,122$956K0.3%-7.9%0.030%
5/19/2026Arkadios Wealth Advisors9,516$1.12M0.0%+6.4%0.035%
5/18/2026Royal Bank of Canada297,765$35.04M0.0%+3.1%1.087%
5/16/2026KCM Investment Advisors LLC11,892$1.40M0.0%-2.1%0.043%
5/16/2026Quantinno Capital Management LP12,649$1.49M0.0%-2.5%0.046%
5/15/2026Gateway Wealth Partners LLC2,711$319K0.0%+64.2%0.010%
5/15/2026Vivaldi Capital Management LP3,163$372K0.1%-25.6%0.012%
5/14/2026Renaissance Technologies LLC5,700$671K0.0%-63.7%0.021%
5/14/2026Lido Advisors LLC6,676$786K0.0%-36.4%0.024%
5/13/2026Cetera Investment Advisers145,255$17.09M0.0%-2.6%0.530%
5/13/2026Signature Equity Partners LLC264$31K0.0%-27.5%0.001%
5/13/2026First Trust Advisors LP4,084$481K0.0%-6.5%0.015%
5/12/2026Phillip James Consulting Co.7,681$954K0.7%N/A0.028%
5/8/2026Pacific Sun Financial Corp4,811$566K0.3%+7.4%0.018%
5/8/2026PNC Financial Services Group Inc.23,684$2.79M0.0%-3.7%0.086%
5/8/2026Glenview Trust Co7,099$835K0.0%-21.3%0.026%
5/8/2026One Charles Private Wealth Services LLC10,128$1.19M0.3%+10.6%0.037%
5/7/2026Scarborough Advisors LLC879$103K0.0%N/A0.003%
5/7/2026Decker Wealth Management LLC3,076$362K0.1%N/A0.011%
5/6/2026Kesler Norman & Wride LLC3,924$462K0.1%-21.8%0.014%
5/6/2026Zhang Financial LLC4,458$525K0.0%N/A0.016%
5/6/2026Advisortrust Partners LLC307$36K0.0%-99.7%0.001%
5/6/2026Gerald Baker Financial Group LLC9,704$1.07M0.4%N/A0.035%
5/6/2026Independent Financial Group LLC5,541$652K0.0%N/A0.020%
5/5/2026Gallagher Capital Advisors LLC6,323$744K0.5%N/A0.023%
5/5/2026D.A. Davidson & CO.4,510$531K0.0%-18.0%0.016%
5/5/2026Bank of New York Mellon Corp19,492$2.29M0.0%+49.3%0.071%
5/5/2026Harmony Asset Management LLC10,772$1.27M0.4%+3.4%0.039%
5/5/2026Sanctuary Advisors LLC110,053$12.95M0.1%+14.0%0.402%
5/5/2026Sigma Planning Corp10,513$1.24M0.0%-1.0%0.038%
5/4/2026Retirement Planning Group LLC5,450$641K0.0%+17.0%0.020%
5/4/2026HBW Advisory Services LLC12,798$1.51M0.2%+24.2%0.047%
5/4/2026Principal Financial Group Inc.67,586$7.95M0.0%-75.2%0.247%
5/2/2026Gables Capital Management Inc.1,810$213K0.1%+16.4%0.007%
5/2/2026Carnegie Investment Counsel3,127$368K0.0%-19.6%0.011%
5/1/2026Citizens Financial Group Inc. RI2,933$345K0.0%+10.8%0.011%
5/1/2026Fifth Third Bancorp8,854$1.04M0.0%+1,164.9%0.032%
5/1/2026Triton Wealth Management PLLC4,907$582K0.2%+3.9%0.018%
5/1/2026Sequoia Financial Advisors LLC3,039$358K0.0%N/A0.011%
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4/30/2026Hsbc Holdings PLC13,225$1.56M0.0%-98.4%0.048%
4/30/2026Financial Freedom LLC16,591$1.95M1.0%+90.3%0.061%
4/30/2026Kestra Advisory Services LLC191,709$22.56M0.1%-1.7%0.700%
4/30/2026Money Concepts Capital Corp1,742$205K0.0%N/A0.006%
4/28/2026Nvest Financial LLC23,029$2.71M1.0%+17.5%0.084%
4/28/2026Stephens Inc. AR9,482$1.12M0.0%+4.6%0.035%
4/28/2026Forte Asset Management LLC5,185$610K0.3%-82.1%0.019%
4/28/2026Koshinski Asset Management Inc.15,712$1.85M0.1%-1.4%0.057%
4/28/2026Wealthstar Advisors LLC14,928$1.76M0.8%-28.7%0.054%
4/27/2026World Investment Advisors3,884$457K0.0%+4.9%0.014%


IYF Institutional Ownership - Frequently Asked Questions

During the previous two years, 490 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 ($129.58M), and Sagespring Wealth Partners LLC ($106.60M).Learn more on iShares U.S. Financials ETF's institutional investors.

Of the 423 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 ($2.58M), 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).

Institutional investors have bought a total of 11,955,696 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

Of the 161 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 ($792.07K), Bank of Montreal Can ($337.02K), Principal Financial Group Inc. ($205.22K), MinichMacGregor Wealth Management LLC ($126.65K), Fisher Asset Management LLC ($100.65K), LPL Financial LLC ($95.37K), and Advisortrust Partners LLC ($88.63K).

Institutional investors have sold a total of 2,516,533 shares in the last 24 months. This volume of shares sold represents approximately $308.51M in transactions.


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Institutional ownership data for NYSEARCA:IYF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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