Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

iShares U.S. Financials ETF logo
$125.56 +0.12 (+0.10%)
As of 03:45 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$1.00B
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$409.80M
Get IYF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Financials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IYF Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC4,059$491K0.0%N/A0.012%
8/26/2025 Thrivent Financial for Lutherans112,364$13.60M0.0%+2.2%0.328%
8/20/2025 Forefront Wealth Partners LLC3,058$364K0.2%N/A0.009%
8/19/2025 B. Riley Wealth Advisors Inc.6,083$736K0.0%N/A0.018%
8/19/2025 Newbridge Financial Services Group Inc.465$56K0.0%+39.2%0.001%
8/19/2025 Advisory Services Network LLC91,004$11.12M0.2%+1,871.1%0.265%
8/18/2025 Front Row Advisors LLC836$101K0.0%-32.3%0.002%
8/15/2025 Nikulski Financial Inc.10,633$1.29M0.4%-27.8%0.031%
8/15/2025 Tower Research Capital LLC TRC 2,834$343K0.0%N/A0.008%
8/15/2025 First Heartland Consultants Inc.32,205$3.90M0.3%+4.2%0.094%
8/15/2025 Corient Private Wealth LLC29,722$3.59M0.0%+252.4%0.087%
8/15/2025 Equitable Holdings Inc.51,366$6.22M0.1%+67.0%0.150%
8/15/2025 Captrust Financial Advisors10,485$1.27M0.0%+8.0%0.031%
8/15/2025 Smartleaf Asset Management LLC14,631$1.76M0.2%+32.7%0.043%
8/15/2025 Snowden Capital Advisors LLC3,245$393K0.0%-19.2%0.009%
8/15/2025 Redwood Financial Network Corp5,231$633K0.4%+2.0%0.015%
8/15/2025 Orion Porfolio Solutions LLC4,059$491K0.0%N/A0.012%
8/15/2025 MML Investors Services LLC17,200$2.08M0.0%-11.5%0.050%
8/15/2025 IHT Wealth Management LLC8,492$1.03M0.0%-2.9%0.025%
8/15/2025 EP Wealth Advisors LLC1,791$217K0.0%+21.0%0.005%
8/15/2025 BTG Pactual Asset Management US LLC1,108$134K0.0%N/A0.003%
8/15/2025 Bank of America Corp DE1,500,322$181.52M0.0%-3.6%4.374%
8/15/2025 Ameriprise Financial Inc.184,812$22.36M0.0%+8.4%0.539%
8/14/2025 Camarda Financial Advisors LLC113,138$13.69M5.4%N/A0.330%
8/14/2025 Jane Street Group LLC13,815$1.67M0.0%+532.0%0.040%
8/14/2025 Raymond James Financial Inc.197,771$23.93M0.0%+5.3%0.577%
8/14/2025 Quantinno Capital Management LP14,708$1.78M0.0%+21.2%0.043%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,310$642K0.0%-22.8%0.015%
8/14/2025 Peapack Gladstone Financial Corp12,887$1.56M0.0%-1.9%0.038%
8/14/2025 Vivaldi Capital Management LP2,769$335K0.1%+3.6%0.008%
8/14/2025 FWL Investment Management LLC1,148$139K0.0%-12.2%0.003%
8/14/2025 Glenview Trust co5,323$644K0.0%-2.7%0.016%
8/14/2025 The Manufacturers Life Insurance Company 983,100$118.95M0.1%-34.4%2.866%
8/14/2025 NewEdge Advisors LLC47,569$5.76M0.0%+9.5%0.139%
8/14/2025 Qube Research & Technologies Ltd7,255$878K0.0%N/A0.021%
8/14/2025 Gerber Kawasaki Wealth & Investment Management32,845$3.97M0.2%+10.1%0.096%
8/14/2025 Cerity Partners LLC9,111$1.10M0.0%-43.5%0.027%
8/13/2025 Gamco Investors INC. ET AL4,715$570K0.0%N/A0.014%
8/13/2025 PGIM Custom Harvest LLC595,610$72.06M1.5%-8.1%1.736%
8/13/2025 Baird Financial Group Inc.8,606$1.04M0.0%-2.1%0.025%
Altucher: It Looks Like My Trump prediction is coming true (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.tc pixel

See Altucher’s Trump crypto prediction here
8/13/2025 First Trust Advisors LP2,557$309K0.0%+33.7%0.007%
8/13/2025 Walleye Trading LLC2,554$309K0.0%-111.4%0.007%
8/13/2025 Pinkerton Wealth LLC283,035$34.24M4.1%N/A0.825%
8/13/2025 Beacon Pointe Advisors LLC8,829$1.07M0.0%+32.7%0.026%
8/13/2025 Fisher Asset Management LLC1,833,966$221.89M0.1%+0.2%5.347%
8/13/2025 Financial Freedom LLC9,511$1.15M0.6%+46.1%0.028%
8/13/2025 Schroder Investment Management Group143,300$17.20M0.0%+154.5%0.418%
8/13/2025 Virtue Capital Management LLC8,952$1.08M0.2%+35.9%0.026%
8/13/2025 Scotia Capital Inc.164,016$19.84M0.1%+0.6%0.478%
8/13/2025 Hsbc Holdings PLC640,575$77.50M0.0%-3.1%1.868%
8/13/2025 Northwestern Mutual Wealth Management Co.701,987$84.93M0.1%+1.9%2.047%
8/13/2025 Safe Harbor Fiduciary LLC3,323$402K0.4%+15,723.8%0.010%
8/12/2025 J.W. Cole Advisors Inc.16,599$2.01M0.0%+208.9%0.048%
8/12/2025 XTX Topco Ltd1,977$239K0.0%N/A0.006%
8/12/2025 One Charles Private Wealth Services LLC9,515$1.15M0.3%-1.0%0.028%
8/12/2025 Steward Partners Investment Advisory LLC26,306$3.18M0.0%+85.6%0.077%
8/12/2025 Insigneo Advisory Services LLC2,674$324K0.0%-30.2%0.008%
8/12/2025 CreativeOne Wealth LLC3,859$467K0.0%-35.3%0.011%
8/12/2025 Global Retirement Partners LLC2,253$273K0.0%N/A0.007%
8/12/2025 Pettyjohn Wood & White Inc.34,730$4.20M0.8%-0.6%0.101%
8/12/2025 AlphaCore Capital LLC15,627$1.89M0.1%+82,147.4%0.046%
8/12/2025 MAI Capital Management11,574$1.40M0.0%-8.5%0.034%
8/12/2025 JPMorgan Chase & Co.343,215$41.53M0.0%+287.9%1.001%
8/12/2025 GDS Wealth Management4,888$591K0.0%+5.1%0.014%
8/12/2025 Clal Insurance Enterprises Holdings Ltd5,000$605K0.0%-50.0%0.015%
8/11/2025 Outlook Wealth Advisors LLC10,312$1.25M0.3%N/A0.030%
8/11/2025 TD Waterhouse Canada Inc.1,808$220K0.0%+6.0%0.005%
8/11/2025 FineMark National Bank & Trust4,934$597K0.0%-7.3%0.015%
8/11/2025 Perennial Investment Advisors LLC1,819$220K0.0%N/A0.005%
8/11/2025 Western Wealth Management LLC4,127$499K0.0%-12.1%0.012%
8/8/2025 Cetera Investment Advisers162,049$19.61M0.0%+18.3%0.477%
8/8/2025 Creative Planning14,840$1.80M0.0%-3.3%0.044%
8/8/2025 Empower Advisory Group LLC2,085$252K0.0%+16.4%0.006%
8/8/2025 Foundations Investment Advisors LLC6,671$807K0.0%N/A0.020%
8/8/2025 Kane Investment Management Inc.1,682$204K0.1%N/A0.005%
8/8/2025 WASHINGTON TRUST Co61,512$7.44M0.3%-23.7%0.181%
8/8/2025 Symphony Financial Services Inc.1,659$201K0.1%N/A0.005%
8/8/2025 PNC Financial Services Group Inc.24,713$2.99M0.0%-3.4%0.073%
8/7/2025 Cascade Financial Partners LLC4,995$604K0.1%N/A0.015%
8/7/2025 Fountainhead AM LLC4,111$497K0.1%N/A0.012%
8/7/2025 Rollins Financial Advisors LLC3,737$452K0.1%-5.1%0.011%
8/7/2025 HC Advisors LLC37,457$4.53M3.2%-1.2%0.110%
8/6/2025 Prospera Financial Services Inc37,566$4.55M0.1%-63.5%0.111%
8/6/2025 AE Wealth Management LLC41,871$5.07M0.0%+28.7%0.123%
8/6/2025 Garrison Point Advisors LLC6,606$799K0.4%-1.6%0.019%
8/6/2025 Quadrant Private Wealth Management LLC11,003$1.33M0.3%N/A0.032%
8/6/2025 Savant Capital LLC3,880$469K0.0%-15.0%0.011%
8/6/2025 Ethos Financial Group LLC37,487$4.54M0.4%-0.6%0.110%
8/6/2025 Atlantic Union Bankshares Corp1,094$132K0.0%N/A0.003%
8/6/2025 Stonebridge Financial Planning Group LLC3,790$459K0.2%-12.2%0.011%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.tc pixel

Click here to see why Tesla's about to prove everyone wrong... again.
8/6/2025 Moors & Cabot Inc.1,738$210K0.0%-7.7%0.005%
8/6/2025 Simmons Bank5,275$638K0.0%-2.2%0.016%
8/5/2025 Huntington National Bank19,380$2.35M0.0%+33.1%0.057%
8/5/2025 Freestone Capital Holdings LLC1,702$206K0.0%N/A0.005%
8/5/2025 Bank of Montreal Can50,872$6.16M0.0%-92.0%0.150%
8/5/2025 Sigma Planning Corp10,415$1.26M0.0%+1.6%0.031%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,998$484K0.0%-6.5%0.012%
8/5/2025 Kesler Norman & Wride LLC4,554$551K0.1%-57.3%0.013%
8/4/2025 Creekmur Asset Management LLC1,801$218K0.0%-59.3%0.005%
8/4/2025 Atria Investments Inc20,702$2.51M0.0%+34.6%0.061%
(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, 450 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($221.89M), Bank of America Corp DE ($181.52M), The Manufacturers Life Insurance Company ($118.95M), Goldman Sachs Group Inc. ($104.91M), Northwestern Mutual Wealth Management Co. ($84.93M), LPL Financial LLC ($83.84M), and Hsbc Holdings PLC ($77.50M).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 376 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: The Manufacturers Life Insurance Company ($3.36M), Schroder Investment Management Group ($943.25K), SG Americas Securities LLC ($844.23K), Bank of Montreal Can ($599.38K), Hsbc Holdings PLC ($382.26K), Raymond James Financial Inc. ($373.89K), and LPL Financial LLC ($336.64K).

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

Institutional investors have bought a total of 8,906,132 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 169 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: The Manufacturers Life Insurance Company ($1.18M), Bank of Montreal Can ($585.41K), Hsbc Holdings PLC ($383.34K), WASHINGTON TRUST Co ($178.23K), Fisher Asset Management LLC ($151.48K), GDS Wealth Management ($143.11K), and Moloney Securities Asset Management LLC ($81.29K).

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

Institutional investors have sold a total of 3,550,901 shares in the last 24 months. This volume of shares sold represents approximately $409.80M in transactions.


Related Companies

This page (NYSEARCA:IYF) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Take a look at this picture ...
A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...
Weiss Ratings | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsoredtc pixel