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

iShares U.S. Financials ETF logo
$131.89 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)

Number of
Institutional Buyers
(last 12 months)
297
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$492.66M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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%
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%
4/27/2026Private Advisor Group LLC56,786$6.68M0.0%-5.6%0.207%
4/27/2026Elevation Point Wealth Partners LLC1,893$223K0.0%N/A0.007%
4/27/2026Prasad Wealth Partners LLC68,233$8.03M2.2%+4.3%0.249%
4/24/2026Essex LLC14,101$1.66M0.3%+9.0%0.051%
4/24/2026Financial Life Planners216$25K0.0%N/A0.001%
4/23/2026Simmons Bank4,845$570K0.0%-8.2%0.018%
4/23/2026Bigelow Investment Advisors LLC5,452$641K0.3%-4.6%0.020%
4/23/2026North Star Investment Management Corp.328$39K0.0%+54.7%0.001%
4/23/2026Tepp RIA LLC9,288$1.09M0.9%+23.9%0.034%
4/23/2026Apollon Wealth Management LLC2,601$306K0.0%+58.1%0.009%
4/22/2026Janney Montgomery Scott LLC47,056$5.54M0.0%-1.9%0.172%
4/22/2026Trilogy Capital Inc.2,119$249K0.0%N/A0.008%
4/21/2026Laurel Oak Wealth Management LLC5,862$690K0.1%+5.9%0.021%
4/21/2026HF Advisory Group LLC7,263$855K0.3%-4.0%0.026%
4/21/2026Sequent Planning LLC1,830$215K0.1%N/A0.007%
4/21/2026Colony Family Offices LLC24,982$2.94M0.7%-2.7%0.091%
4/20/2026Kestra Private Wealth Services LLC10,135$1.19M0.0%-3.0%0.037%
4/20/2026MinichMacGregor Wealth Management LLC2,632$310K0.1%-98.0%0.010%
4/20/2026Provenance Wealth Advisors LLC488$57K0.0%-29.3%0.002%
4/17/2026Cottonwood Capital Advisors LLC5,809$684K0.5%N/A0.021%
4/17/2026Atlas Brown Inc.3,239$381K0.1%-3.0%0.012%
4/17/2026Matthew Goff Investment Advisor LLC9,230$1.09M0.2%N/A0.033%
4/17/2026XML Financial LLC113,726$13.38M1.1%+0.9%0.411%
4/16/2026Ironwood Wealth Management LLC.5,500$647K0.2%-2.9%0.020%
4/16/2026Southern Capital Advisors LLC5,514$649K0.3%+4.9%0.020%
4/16/2026Founders Financial Securities LLC16,587$2.04M0.1%-5.1%0.060%
3/20/2026Hsbc Holdings PLC805,296$103.83M0.1%N/A2.437%
3/17/2026Rockefeller Capital Management L.P.26,926$3.47M0.0%+0.3%0.081%
3/10/2026Advisortrust Partners LLC88,935$11.47M5.0%N/A0.269%
3/9/2026Corient 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%
2/27/2026Strategic Investment Solutions Inc. IL2,424$313K0.1%N/A0.007%
2/20/2026Sunbelt Securities Inc.6,400$825K0.1%+3.8%0.019%
2/19/2026Corient Private Wealth LLC15,906$2.05M0.0%-46.5%0.048%
2/19/2026Jacobs Equity LLC3,468$447K0.4%N/A0.010%
2/18/2026Ameriflex Group Inc.577$74K0.0%-50.0%0.002%
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2/18/2026Mercer Global Advisors Inc. ADV12,458$1.61M0.0%+11.4%0.038%
2/18/2026Virtue Capital Management LLC15,515$2.01M0.1%N/A0.047%
2/18/2026First Citizens Bank & Trust Co.6,430$829K0.0%N/A0.019%
2/18/2026EP Wealth Advisors LLC1,653$213K0.0%N/A0.005%
2/18/2026NewEdge Advisors LLC44,031$5.68M0.0%-12.0%0.133%
2/18/2026KKM Financial LLC32,159$4.15M0.7%+0.4%0.097%
2/18/2026Tudor Investment Corp ET AL12,351$1.59M0.0%N/A0.037%
2/18/2026Safe Harbor Fiduciary LLC15,071$1.94M1.7%N/A0.046%
2/18/2026Prostatis Group LLC2,354$303K0.1%-7.2%0.007%
2/18/2026IHT Wealth Management LLC6,165$795K0.0%-3.8%0.019%


IYF Institutional Ownership - Frequently Asked Questions

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.

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).

Institutional investors have bought a total of 12,928,130 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

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).

Institutional investors have sold a total of 4,039,553 shares in the last 24 months. This volume of shares sold represents approximately $492.66M in transactions.


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This page (NYSEARCA:IYF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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