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

iShares U.S. Financials ETF logo
$138.29 -0.22 (-0.16%)
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)
261
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$314.52M
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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
7/10/2026 Whitener Capital Management Inc.6,136$782K0.2%+3.6%0.020%
7/10/2026 Kennicott Capital Management LLC17,868$2.28M1.1%+8.8%0.058%
7/10/2026 Dagco Inc.3,340$426K0.1%+4.4%0.011%
7/9/2026 HF Advisory Group LLC7,655$976K0.3%+5.4%0.025%
7/8/2026 Strategic Investment Solutions Inc. IL11,582$1.48M0.3%+136.8%0.038%
7/8/2026 Finley Financial LLC38,371$4.89M2.0%-5.1%0.125%
7/8/2026 Castle Rock Wealth Management LLC16,154$2.10M0.4%+20.8%0.053%
7/7/2026 Dynamic Advisor Solutions LLC3,208$409K0.0%N/A0.010%
7/7/2026 Avior Wealth Management LLC18,100$2.31M0.1%-1.7%0.059%
7/7/2026 CoreCap Advisors LLC1,835$234K0.0%-16.1%0.006%
7/6/2026 Trilogy Capital Inc.2,809$358K0.0%+32.6%0.009%
6/3/2026 NewEdge Advisors LLC11,882$1.40M0.0%-73.0%0.043%
5/20/2026 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%
5/19/2026Bank 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%
5/18/2026Royal 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%
5/16/2026 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%
5/15/2026Vivaldi Capital Management LP3,163$372K0.1%-25.6%0.012%
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%
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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%
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%
4/30/2026Hsbc 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%
4/27/2026World 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%
4/21/2026Sequent 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%
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3/20/2026Hsbc 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%
3/6/2026Hsbc 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%
2/20/2026Sunbelt 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%
2/19/2026Jacobs Equity LLC3,468$447K0.4%N/A0.010%


IYF Institutional Ownership - Frequently Asked Questions

During the previous two years, 487 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.

Of the 420 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).

Institutional investors have bought a total of 11,105,504 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Of the 159 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 ($126.52K), Fisher Asset Management LLC ($100.65K), LPL Financial LLC ($95.37K), and Advisortrust Partners LLC ($88.63K).

Institutional investors have sold a total of 2,567,104 shares in the last 24 months. This volume of shares sold represents approximately $314.52M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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