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

$138.94 +2.67 (+1.96%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 254
Total Institutional Inflows (last 12 months): $1.40B

Number of Institutional Sellers (last 12 months): 162
Total Institutional Outflows (last 12 months): $308.87M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Citadel Advisors LLC	9,483	$1.21M	0.0%	+66.4%	0.028%
8/27/2026	Corient Private Wealth LP	12,864	$1.64M	0.0%	-19.3%	0.038%
8/23/2026	Ameritas Advisory Services LLC	10,807	$1.38M	0.0%	+21.0%	0.032%
8/23/2026	Nvest Financial LLC	24,979	$3.19M	1.0%	+8.5%	0.074%
8/22/2026	Rik Saylor Financial Inc.	4,040	$515K	0.3%	-4.3%	0.012%
8/22/2026	Tudor Financial Inc.	2,455	$313K	0.1%	-9.3%	0.007%
8/22/2026	Syon Capital LLC	23,258	$2.97M	0.1%	-28.7%	0.069%
8/22/2026	TD Waterhouse Canada Inc.	2,875	$374K	0.0%	-8.1%	0.009%
8/22/2026	Concurrent Investment Advisors LLC	3,536	$451K	0.0%	+33.3%	0.010%
8/21/2026	Chesapeake Wealth Management	5,505	$702K	0.2%	-32.2%	0.016%
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8/20/2026	Rehmann Capital Advisory Group	2,526	$322K	0.0%	-23.0%	0.007%
7/10/2026	Whitener Capital Management Inc.	6,136	$782K	0.2%	+3.6%	0.020%
7/10/2026	Kennicott Capital Management LLC	17,868	$2.28M	1.1%	+8.8%	0.058%
7/10/2026	Dagco Inc.	3,340	$426K	0.1%	+4.4%	0.011%
7/9/2026	HF Advisory Group LLC	7,655	$976K	0.3%	+5.4%	0.023%
7/8/2026	Strategic Investment Solutions Inc. IL	11,582	$1.48M	0.3%	+136.8%	0.038%
7/8/2026	Finley Financial LLC	38,371	$4.89M	2.0%	-5.1%	0.125%
7/8/2026	Castle Rock Wealth Management LLC	16,154	$2.10M	0.4%	+20.8%	0.053%
7/7/2026	Dynamic Advisor Solutions LLC	3,208	$409K	0.0%	N/A	0.010%
7/7/2026	Avior Wealth Management LLC	18,100	$2.31M	0.1%	-1.7%	0.059%
7/7/2026	CoreCap Advisors LLC	1,835	$234K	0.0%	-16.1%	0.006%
7/6/2026	Trilogy Capital Inc.	2,809	$358K	0.0%	+32.6%	0.009%
6/3/2026	NewEdge Advisors LLC	11,882	$1.40M	0.0%	-73.0%	0.043%
5/20/2026	SOA Wealth Advisors LLC.	3,845	$452K	0.0%	-8.6%	0.014%
5/19/2026	NewEdge Advisors LLC	9,512	$1.12M	0.0%	-78.4%	0.035%
5/19/2026	Bank of America Corp DE	1,545,911	$181.89M	0.0%	-1.4%	5.642%
5/19/2026	Chesapeake Wealth Management	8,122	$956K	0.3%	-7.9%	0.030%
5/19/2026	Arkadios Wealth Advisors	9,516	$1.12M	0.0%	+6.4%	0.035%
5/18/2026	Royal Bank of Canada	297,765	$35.04M	0.0%	+3.1%	1.087%
5/16/2026	KCM Investment Advisors LLC	11,892	$1.40M	0.0%	-2.1%	0.043%
5/16/2026	Quantinno Capital Management LP	12,649	$1.49M	0.0%	-2.5%	0.046%
5/15/2026	Gateway Wealth Partners LLC	2,711	$319K	0.0%	+64.2%	0.010%
5/15/2026	Vivaldi Capital Management LP	3,163	$372K	0.1%	-25.6%	0.012%
5/14/2026	Renaissance Technologies LLC	5,700	$671K	0.0%	-63.7%	0.021%
5/14/2026	Lido Advisors LLC	6,676	$786K	0.0%	-36.4%	0.024%
5/13/2026	Cetera Investment Advisers	145,255	$17.09M	0.0%	-2.6%	0.530%
5/13/2026	Signature Equity Partners LLC	264	$31K	0.0%	-27.5%	0.001%
5/13/2026	First Trust Advisors LP	4,084	$481K	0.0%	-6.5%	0.015%
5/12/2026	Phillip James Consulting Co.	7,681	$954K	0.7%	N/A	0.028%
5/8/2026	Pacific Sun Financial Corp	4,811	$566K	0.3%	+7.4%	0.018%
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5/8/2026	PNC Financial Services Group Inc.	23,684	$2.79M	0.0%	-3.7%	0.086%
5/8/2026	Glenview Trust Co	7,099	$835K	0.0%	-21.3%	0.026%
5/8/2026	One Charles Private Wealth Services LLC	10,128	$1.19M	0.3%	+10.6%	0.037%
5/7/2026	Scarborough Advisors LLC	879	$103K	0.0%	N/A	0.003%
5/7/2026	Decker Wealth Management LLC	3,076	$362K	0.1%	N/A	0.011%
5/6/2026	Kesler Norman & Wride LLC	3,924	$462K	0.1%	-21.8%	0.014%
5/6/2026	Zhang Financial LLC	4,458	$525K	0.0%	N/A	0.016%
5/6/2026	Advisortrust Partners LLC	307	$36K	0.0%	-99.7%	0.001%
5/6/2026	Gerald Baker Financial Group LLC	9,704	$1.07M	0.4%	N/A	0.035%
5/6/2026	Independent Financial Group LLC	5,541	$652K	0.0%	N/A	0.020%
5/5/2026	Gallagher Capital Advisors LLC	6,323	$744K	0.5%	N/A	0.023%
5/5/2026	D.A. Davidson & CO.	4,510	$531K	0.0%	-18.0%	0.016%
5/5/2026	Bank of New York Mellon Corp	19,492	$2.29M	0.0%	+49.3%	0.071%
5/5/2026	Harmony Asset Management LLC	10,772	$1.27M	0.4%	+3.4%	0.039%
5/5/2026	Sanctuary Advisors LLC	110,053	$12.95M	0.1%	+14.0%	0.402%
5/5/2026	Sigma Planning Corp	10,513	$1.24M	0.0%	-1.0%	0.038%
5/4/2026	Retirement Planning Group LLC	5,450	$641K	0.0%	+17.0%	0.020%
5/4/2026	HBW Advisory Services LLC	12,798	$1.51M	0.2%	+24.2%	0.047%
5/4/2026	Principal Financial Group Inc.	67,586	$7.95M	0.0%	-75.2%	0.247%
5/2/2026	Gables Capital Management Inc.	1,810	$213K	0.1%	+16.4%	0.007%
5/2/2026	Carnegie Investment Counsel	3,127	$368K	0.0%	-19.6%	0.011%
5/1/2026	Citizens Financial Group Inc. RI	2,933	$345K	0.0%	+10.8%	0.011%
5/1/2026	Fifth Third Bancorp	8,854	$1.04M	0.0%	+1,164.9%	0.032%
5/1/2026	Triton Wealth Management PLLC	4,907	$582K	0.2%	+3.9%	0.018%
5/1/2026	Sequoia Financial Advisors LLC	3,039	$358K	0.0%	N/A	0.011%
4/30/2026	Hsbc Holdings PLC	13,225	$1.56M	0.0%	-98.4%	0.048%
4/30/2026	Financial Freedom LLC	16,591	$1.95M	1.0%	+90.3%	0.061%
4/30/2026	Kestra Advisory Services LLC	191,709	$22.56M	0.1%	-1.7%	0.700%
4/30/2026	Money Concepts Capital Corp	1,742	$205K	0.0%	N/A	0.006%
4/28/2026	Nvest Financial LLC	23,029	$2.71M	1.0%	+17.5%	0.084%
4/28/2026	Stephens Inc. AR	9,482	$1.12M	0.0%	+4.6%	0.035%
4/28/2026	Forte Asset Management LLC	5,185	$610K	0.3%	-82.1%	0.019%
4/28/2026	Koshinski Asset Management Inc.	15,712	$1.85M	0.1%	-1.4%	0.057%
4/28/2026	Wealthstar Advisors LLC	14,928	$1.76M	0.8%	-28.7%	0.054%
4/27/2026	World Investment Advisors	3,884	$457K	0.0%	+4.9%	0.014%
4/27/2026	Private Advisor Group LLC	56,786	$6.68M	0.0%	-5.6%	0.207%
4/27/2026	Elevation Point Wealth Partners LLC	1,893	$223K	0.0%	N/A	0.007%
4/27/2026	Prasad Wealth Partners LLC	68,233	$8.03M	2.2%	+4.3%	0.249%
4/24/2026	Essex LLC	14,101	$1.66M	0.3%	+9.0%	0.051%
4/24/2026	Financial Life Planners	216	$25K	0.0%	N/A	0.001%
4/23/2026	Simmons Bank	4,845	$570K	0.0%	-8.2%	0.018%
4/23/2026	Bigelow Investment Advisors LLC	5,452	$641K	0.3%	-4.6%	0.020%
4/23/2026	North Star Investment Management Corp.	328	$39K	0.0%	+54.7%	0.001%
4/23/2026	Tepp RIA LLC	9,288	$1.09M	0.9%	+23.9%	0.034%
4/23/2026	Apollon Wealth Management LLC	2,601	$306K	0.0%	+58.1%	0.009%
4/22/2026	Janney Montgomery Scott LLC	47,056	$5.54M	0.0%	-1.9%	0.172%
4/22/2026	Trilogy Capital Inc.	2,119	$249K	0.0%	N/A	0.008%
4/21/2026	Laurel Oak Wealth Management LLC	5,862	$690K	0.1%	+5.9%	0.021%
4/21/2026	HF Advisory Group LLC	7,263	$855K	0.3%	-4.0%	0.026%
4/21/2026	Sequent Planning LLC	1,830	$215K	0.1%	N/A	0.007%
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4/21/2026	Colony Family Offices LLC	24,982	$2.94M	0.7%	-2.7%	0.091%
4/20/2026	Kestra Private Wealth Services LLC	10,135	$1.19M	0.0%	-3.0%	0.037%
4/20/2026	MinichMacGregor Wealth Management LLC	2,632	$310K	0.1%	-98.0%	0.010%
4/20/2026	Provenance Wealth Advisors LLC	488	$57K	0.0%	-29.3%	0.002%
4/17/2026	Cottonwood Capital Advisors LLC	5,809	$684K	0.5%	N/A	0.021%
4/17/2026	Atlas Brown Inc.	3,239	$381K	0.1%	-3.0%	0.012%
4/17/2026	Matthew Goff Investment Advisor LLC	9,230	$1.09M	0.2%	N/A	0.033%
4/17/2026	XML Financial LLC	113,726	$13.38M	1.1%	+0.9%	0.411%
4/16/2026	Ironwood Wealth Management LLC.	5,500	$647K	0.2%	-2.9%	0.020%
4/16/2026	Southern Capital Advisors LLC	5,514	$649K	0.3%	+4.9%	0.020%

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 421 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), Hsbc Holdings PLC ($1.98M), Dynasty Wealth Management LLC ($1.76M), The Manufacturers Life Insurance Company ($1.57M), 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 10,932,749 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

Of the 162 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 2,519,482 shares in the last 24 months. This volume of shares sold represents approximately $308.87M in transactions.

Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.

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

IYF Institutional Buying and Selling by Quarter

iShares U.S. Financials ETF Major Shareholders & Ownership History

IYF Institutional Ownership - Frequently Asked Questions

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

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

IYF Institutional Buying and Selling by Quarter

iShares U.S. Financials ETF Major Shareholders & Ownership History

IYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYF shares?

Which institutional investors have been buying iShares U.S. Financials ETF's stock?

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

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

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

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