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

iShares U.S. Financials ETF logo
$123.38 +0.52 (+0.42%)
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)
310
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$542.59M
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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
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%
5/5/2026 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%
4/30/2026 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%
3/17/2026Rockefeller 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%
3/6/2026 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%
2/20/2026Sunbelt 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%
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%
2/18/2026Asset One Wealth Management LLC6,667$857K0.1%N/A0.020%
2/17/2026AQR Capital Management LLC4,244$547K0.0%-26.4%0.013%
2/17/2026GAM Holding AG11,680$1.51M0.1%N/A0.035%
2/17/2026Cetera Investment Advisers149,204$19.24M0.0%-7.2%0.451%
2/17/2026Capital Wealth Alliance LLC4,108$531K0.2%+10.5%0.012%
2/17/2026Equitable Holdings Inc.32,901$4.24M0.0%-37.8%0.100%
2/17/2026Kovack Advisors Inc.22,658$2.92M0.1%+17.1%0.069%
2/17/2026 MinichMacGregor Wealth Management LLC129,156$16.65M3.0%+9.0%0.391%
2/17/2026Miller Capital Partners Inc.292$38K0.0%N/A0.001%
2/17/2026Osaic Holdings Inc.186,425$24.06M0.0%-6.1%0.564%
2/17/2026Advisory Services Network LLC104,685$13.50M0.2%+11.2%0.317%
2/17/2026 Private Advisor Group LLC60,152$7.76M0.0%+76.4%0.182%
2/17/2026 WealthCare Asset Management LLC64,107$8.01M5.3%N/A0.194%
2/17/2026Captrust Financial Advisors13,665$1.76M0.0%+0.8%0.041%
2/17/2026&PARTNERS99,673$12.85M0.1%+1,895.9%0.302%
2/17/2026 Financial Freedom LLC8,717$1.12M0.6%-11.0%0.026%
2/17/2026Royal Bank of Canada288,942$37.25M0.0%-1.5%0.874%
2/16/2026Sargent Investment Group LLC5,130$661K0.1%N/A0.016%
2/16/2026 MML Investors Services LLC16,742$2.16M0.0%+6.1%0.051%
2/16/2026Mariner LLC40,798$5.26M0.0%-8.5%0.123%
2/16/2026Focus Partners Wealth29,536$3.81M0.0%+1,018.4%0.089%
2/16/2026Arax Advisory Partners743$96K0.0%N/A0.002%
2/16/2026Barclays PLC3,060$395K0.0%N/A0.009%
2/16/2026Biondo Investment Advisors LLC8,363$1.08M0.1%+2.0%0.025%
2/13/2026CreativeOne Wealth LLC5,932$765K0.0%+40.3%0.018%
2/13/2026 Kestra Advisory Services LLC194,983$25.14M0.1%+43.3%0.590%
2/13/2026Stifel Financial Corp198,902$25.65M0.0%+76.3%0.602%
2/13/2026Smartleaf Asset Management LLC26,214$3.40M0.1%+16,386.8%0.079%
2/13/2026Acumen Wealth Advisors LLC500$64K0.0%N/A0.002%
2/13/2026Morgan Stanley1,551,356$200.02M0.0%+0.0%4.694%


IYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYF shares?

During the previous two years, 491 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), Bank of America Corp DE ($200.92M), Morgan Stanley ($200.02M), 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 425 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 14,885,039 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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

Of the 187 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 ($1.18M), Bank of Montreal Can ($922.43K), The Manufacturers Life Insurance Company ($515.13K), Principal Financial Group Inc. ($205.22K), MinichMacGregor Wealth Management LLC ($198.34K), GDS Wealth Management ($132.80K), and Fisher Asset Management LLC ($100.65K).

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

Institutional investors have sold a total of 4,490,736 shares in the last 24 months. This volume of shares sold represents approximately $542.59M in transactions.


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