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

iShares U.S. Financials ETF logo
$116.89 +1.09 (+0.94%)
As of 01/21/2025 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)
170
Total
Institutional Inflows
(last 12 months)
$358.96M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$132.07M
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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
1/21/2025Nikulski Financial Inc.15,099$1.67M0.5%+5.6%0.054%
1/21/2025Dynamic Advisor Solutions LLC2,627$290K0.0%-18.1%0.009%
1/21/2025CX Institutional23,195$2.57M0.1%+1.5%0.084%
1/17/2025 Yeomans Consulting Group Inc.7,547$835K0.3%+28.3%0.027%
1/17/2025 Apeiron RIA LLC13,708$1.52M0.4%+38.9%0.049%
1/17/2025 Avior Wealth Management LLC13,704$1.52M0.1%+13.1%0.049%
1/17/2025 MinichMacGregor Wealth Management LLC181,005$20.02M4.2%+93.1%0.652%
1/17/2025 Mutual Advisors LLC21,563$2.48M0.1%+125.9%0.078%
1/17/2025 Janney Montgomery Scott LLC53,268$5.89M0.0%+16.2%0.192%
1/17/2025 Sharp Financial Services LLC49,815$5.51M4.2%+2.3%0.180%
1/17/2025 Magnus Financial Group LLC193,219$21.37M2.1%+2.4%0.696%
1/17/2025 Finley Financial LLC74,280$8.46M4.4%N/A0.268%
1/17/2025 XML Financial LLC112,867$12.48M1.1%+1.1%0.407%
1/16/2025 Chesapeake Wealth Management10,778$1.19M0.4%-9.6%0.039%
1/16/2025 Koshinski Asset Management Inc.17,042$1.89M0.0%+9.1%0.061%
1/16/2025 Wealth Management Partners LLC8,877$982K0.4%+17.8%0.032%
1/16/2025 Ironwood Financial llc3,501$387K0.1%-41.6%0.013%
1/16/2025 Financial Freedom LLC6,347$702K0.4%+16.6%0.023%
1/16/2025 Stillwater Capital Advisors LLC54,509$6.03M0.7%+6.6%0.196%
1/15/2025 Financial Management Professionals Inc.34,745$3.84M0.5%+3.7%0.125%
1/15/2025 Gill Capital Partners LLC4,826$534K0.2%-7.8%0.017%
1/15/2025 Arkadios Wealth Advisors6,218$688K0.0%+6.9%0.022%
1/15/2025 Whitener Capital Management Inc.3,959$438K0.1%+4.3%0.014%
1/15/2025 Merit Financial Group LLC4,729$523K0.0%N/A0.017%
1/15/2025 Empirical Asset Management LLC6,093$674K0.0%-6.9%0.022%
1/15/2025 Central Valley Advisors LLC6,374$705K0.3%-13.5%0.023%
1/14/2025 HCR Wealth Advisors3,851$426K0.1%-6.6%0.014%
1/14/2025 Smith Anglin Financial LLC2,799$310K0.0%N/A0.010%
1/14/2025 Christopher J. Hasenberg Inc1,178$130K0.1%N/A0.004%
1/14/2025 Park Avenue Securities LLC3,048$337K0.0%+36.4%0.011%
1/14/2025 Lpwm LLC4,366$483K0.2%+10.8%0.016%
1/13/2025 Capital Investment Advisors LLC3,628$401K0.0%-3.9%0.013%
1/13/2025 Brookstone Capital Management50,588$5.59M0.1%-5.4%0.182%
1/13/2025 Fiduciary Alliance LLC1,906$211K0.0%N/A0.007%
1/13/2025 EWG Elevate Inc.27,009$2.99M0.9%+149.2%0.097%
1/10/2025 Graypoint LLC2,656$294K0.0%N/A0.010%
1/10/2025 Wealth Enhancement Advisory Services LLC9,914$1.03M0.0%-2.0%0.036%
1/10/2025 Watts Gwilliam & Co. LLC6,426$713K0.2%-5.7%0.023%
1/3/2025 First Citizens Financial Corp63,870$7.06M3.8%-1.5%0.230%
12/26/2024JPMorgan Chase & Co.45,353$4.71M0.0%-0.5%0.163%
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12/13/2024B. Riley Wealth Advisors Inc.6,473$671K0.0%-2.8%0.023%
11/25/2024World Investment Advisors LLC3,350$348K0.0%+12.2%0.012%
11/25/2024Sanctuary Advisors LLC51,301$5.33M0.0%+85.9%0.185%
11/21/2024Anchor Investment Management LLC693$72K0.0%+320.0%0.002%
11/18/2024Virtue Capital Management LLC9,731$1.01M0.2%-1.7%0.035%
11/15/2024LRI Investments LLC4,343$499K0.0%+283.7%0.016%
11/15/2024MML Investors Services LLC15,901$1.65M0.0%+6.1%0.057%
11/15/2024National Bank of Canada FI7,353$764K0.0%+10.9%0.026%
11/15/2024Insigneo Advisory Services LLC3,069$319K0.0%+26.8%0.011%
11/15/2024Kovitz Investment Group Partners LLC1,964$204K0.0%N/A0.007%
11/15/2024Stifel Financial Corp93,520$9.72M0.0%+2.2%0.337%
11/15/2024IHT Wealth Management LLC8,604$894K0.0%+13.0%0.031%
11/15/2024Integrated Wealth Concepts LLC2,916$303K0.0%-7.2%0.011%
11/15/2024Harmony Asset Management LLC19,667$2.04M0.8%+12.2%0.071%
11/15/2024Royal Capital Wealth Management LLC2,000$208K0.1%N/A0.007%
11/14/2024Captrust Financial Advisors8,844$919K0.0%-5.8%0.032%
11/14/2024Rockefeller Capital Management L.P.27,198$2.83M0.0%-4.4%0.098%
11/14/2024CreativeOne Wealth LLC5,263$547K0.0%+98.4%0.019%
11/13/2024Townsquare Capital LLC84,146$8.74M0.1%+4.7%0.303%
11/13/2024FMR LLC314,680$32.70M0.0%-3.2%1.134%
11/13/2024D.A. Davidson & CO.3,953$411K0.0%+8.2%0.014%
11/13/2024The Manufacturers Life Insurance Company769,351$79.94M0.1%+28.5%2.772%
11/13/2024Bank of Montreal Can431,608$44.66M0.0%+705.1%1.555%
11/13/2024Fisher Asset Management LLC1,987,411$206.49M0.1%-3.3%7.162%
11/12/2024Crewe Advisors LLC1,732$180K0.0%N/A0.006%
11/12/2024Larson Financial Group LLC2,768$288K0.0%+5.5%0.010%
11/12/2024WESPAC Advisors LLC10,465$1.09M0.8%+27.4%0.038%
11/12/2024KKM Financial LLC21,976$2.28M1.1%-46.1%0.079%
11/12/2024One Charles Private Wealth Services LLC9,552$992K0.4%-7.3%0.034%
11/12/2024Meridian Wealth Management LLC3,475$361K0.0%N/A0.013%
11/12/2024Raymond James Trust N.A.3,116$324K0.0%-12.6%0.011%
11/8/2024Etfidea LLC89,954$9.35M3.0%+0.7%0.324%
11/8/2024 Avior Wealth Management LLC12,115$1.26M0.1%+11.0%0.044%
11/8/2024Second Half Financial Partners LLC35,447$3.68M2.0%N/A0.128%
11/8/2024PNC Financial Services Group Inc.25,793$2.68M0.0%-0.5%0.093%
11/7/2024Colony Family Offices LLC27,611$2.87M0.9%-15.3%0.099%
11/7/2024Thrivent Financial for Lutherans110,808$11.51M0.0%+2.6%0.399%
11/6/2024Balboa Wealth Partners28,998$3.01M0.8%-2.2%0.104%
11/6/2024OneDigital Investment Advisors LLC103,092$10.71M0.1%+15.6%0.372%
11/6/2024Huntington National Bank13,065$1.36M0.0%-11.2%0.047%
11/6/2024Kovack Advisors Inc.18,931$1.97M0.2%-6.7%0.068%
11/5/2024First Heartland Consultants Inc.28,648$2.98M0.3%-2.2%0.103%
11/5/2024Apollon Wealth Management LLC124,235$12.91M0.4%+1,161.0%0.448%
11/4/2024GDS Wealth Management147,226$15.30M1.5%-0.4%0.531%
11/4/2024Patten & Patten Inc. TN123,515$12.83M0.9%-0.7%0.445%
11/4/2024Tyler Stone Wealth Management5,049$525K0.1%+100.4%0.018%
11/4/2024Sigma Planning Corp8,858$920K0.0%-38.5%0.032%
11/2/2024 XML Financial LLC111,605$11.60M1.1%+4.0%0.402%
11/1/2024Atria Investments Inc7,288$757K0.0%+3.7%0.026%
11/1/2024Capital Performance Advisors LLP390$41K0.0%N/A0.001%
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10/31/2024Prudent Investors Network Inc.3,187$331K0.1%-6.0%0.011%
10/31/2024Trademark Financial Management LLC5,065$526K0.4%N/A0.018%
10/31/2024Concurrent Investment Advisors LLC52,525$5.46M0.2%-2.1%0.189%
10/30/2024 HF Advisory Group LLC6,593$685K0.3%+19.3%0.024%
10/30/2024 MinichMacGregor Wealth Management LLC93,757$9.74M2.1%N/A0.338%
10/30/2024Moloney Securities Asset Management LLC82,273$8.55M1.1%+2.5%0.296%
10/30/2024Capital Wealth Alliance LLC4,840$503K0.3%-2.9%0.017%
10/29/2024 Whitener Capital Management Inc.3,795$394K0.1%-10.5%0.014%
10/29/2024 Janney Montgomery Scott LLC45,827$4.76M0.0%+5.0%0.165%
10/29/2024Clear Creek Financial Management LLC13,829$1.44M0.2%+3.2%0.050%
(Data available from 1/1/2016 forward)

IYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYF shares?

During the previous two years, 327 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($206.49M), Bank of America Corp DE ($145.00M), The Manufacturers Life Insurance Company ($79.94M), Northwestern Mutual Wealth Management Co. ($63.50M), SG Americas Securities LLC ($63.11M), Goldman Sachs Group Inc. ($57.76M), and LPL Financial LLC ($45.01M).Learn more on IYF's institutional investors.

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

Of the 252 institutional investors that purchased iShares U.S. Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($1.96M), SG Americas Securities LLC ($844.23K), Fisher Asset Management LLC ($444.36K), Bank of Montreal Can ($427.14K), International Assets Investment Management LLC ($265.95K), Wulff Hansen & CO. ($259.66K), and MinichMacGregor Wealth Management LLC ($181.01K).

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

Institutional investors have bought a total of 7,510,627 shares in the last 24 months. This purchase volume represents approximately $643.05M in transactions.

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

Of the 185 institutional investors that sold iShares U.S. Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($847.87K), Prostatis Group LLC ($179.53K), Stillwater Capital Advisors LLC ($155.02K), Fisher Asset Management LLC ($151.54K), Raymond James Financial Services Advisors Inc. ($140.77K), Wells Fargo & Company MN ($96.94K), and UBS Group AG ($73.46K).

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

Institutional investors have sold a total of 2,920,608 shares in the last 24 months. This volume of shares sold represents approximately $245.72M in transactions.


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This page (NYSEARCA:IYF) was last updated on 1/22/2025 by MarketBeat.com Staff
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