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

iShares U.S. Financials ETF logo
$116.80 +1.96 (+1.71%)
(As of 01:30 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
165
Total
Institutional Inflows
(last 12 months)
$333.59M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$135.29M
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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
11/18/2024 Virtue Capital Management LLC9,731$1.01M0.2%-1.7%0.035%
11/15/2024 LRI Investments LLC4,343$499K0.0%+283.7%0.016%
11/15/2024 MML Investors Services LLC15,901$1.65M0.0%+6.1%0.057%
11/15/2024 National Bank of Canada FI7,353$764K0.0%+10.9%0.026%
11/15/2024 Insigneo Advisory Services LLC3,069$319K0.0%+26.8%0.011%
11/15/2024 Kovitz Investment Group Partners LLC1,964$204K0.0%N/A0.007%
11/15/2024 Stifel Financial Corp93,520$9.72M0.0%+2.2%0.337%
11/15/2024 IHT Wealth Management LLC8,604$894K0.0%+13.0%0.031%
11/15/2024 Integrated Wealth Concepts LLC2,916$303K0.0%-7.2%0.011%
11/15/2024 Harmony Asset Management LLC19,667$2.04M0.8%+12.2%0.071%
11/15/2024 Royal Capital Wealth Management LLC2,000$208K0.1%N/A0.007%
11/14/2024 Captrust Financial Advisors8,844$919K0.0%-5.8%0.032%
11/14/2024 Rockefeller Capital Management L.P.27,198$2.83M0.0%-4.4%0.098%
11/14/2024 CreativeOne Wealth LLC5,263$547K0.0%+98.4%0.019%
11/13/2024 Townsquare Capital LLC84,146$8.74M0.1%+4.7%0.303%
11/13/2024 FMR LLC314,680$32.70M0.0%-3.2%1.134%
11/13/2024 D.A. Davidson & CO.3,953$411K0.0%+8.2%0.014%
11/13/2024 The Manufacturers Life Insurance Company 769,351$79.94M0.1%+28.5%2.772%
11/13/2024 Bank 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%
11/12/2024 Crewe Advisors LLC1,732$180K0.0%N/A0.006%
11/12/2024Larson Financial Group LLC2,768$288K0.0%+5.5%0.010%
11/12/2024 WESPAC Advisors LLC10,465$1.09M0.8%+27.4%0.038%
11/12/2024 KKM Financial LLC21,976$2.28M1.1%-46.1%0.079%
11/12/2024 One Charles Private Wealth Services LLC9,552$992K0.4%-7.3%0.034%
11/12/2024 Meridian Wealth Management LLC3,475$361K0.0%N/A0.013%
11/12/2024 Raymond James Trust N.A.3,116$324K0.0%-12.6%0.011%
11/8/2024 Etfidea LLC89,954$9.35M3.0%+0.7%0.324%
11/8/2024 Avior Wealth Management LLC12,115$1.26M0.1%+11.0%0.044%
11/8/2024 Second Half Financial Partners LLC35,447$3.68M2.0%N/A0.128%
11/8/2024 PNC Financial Services Group Inc.25,793$2.68M0.0%-0.5%0.093%
11/7/2024 Colony Family Offices LLC27,611$2.87M0.9%-15.3%0.099%
11/7/2024 Thrivent Financial for Lutherans110,808$11.51M0.0%+2.6%0.399%
11/6/2024 Balboa Wealth Partners28,998$3.01M0.8%-2.2%0.104%
11/6/2024 OneDigital Investment Advisors LLC103,092$10.71M0.1%+15.6%0.372%
11/6/2024 Huntington National Bank13,065$1.36M0.0%-11.2%0.047%
11/6/2024 Kovack Advisors Inc.18,931$1.97M0.2%-6.7%0.068%
11/5/2024 First Heartland Consultants Inc.28,648$2.98M0.3%-2.2%0.103%
11/5/2024 Apollon Wealth Management LLC124,235$12.91M0.4%+1,161.0%0.448%
11/4/2024 GDS Wealth Management147,226$15.30M1.5%-0.4%0.531%
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11/4/2024 Patten & Patten Inc. TN123,515$12.83M0.9%-0.7%0.445%
11/4/2024 Tyler Stone Wealth Management5,049$525K0.1%+100.4%0.018%
11/4/2024 Sigma Planning Corp8,858$920K0.0%-38.5%0.032%
11/2/2024 XML Financial LLC111,605$11.60M1.1%+4.0%0.402%
11/1/2024 Atria Investments Inc7,288$757K0.0%+3.7%0.026%
11/1/2024 Capital Performance Advisors LLP390$41K0.0%N/A0.001%
10/31/2024 Prudent Investors Network Inc.3,187$331K0.1%-6.0%0.011%
10/31/2024 Trademark Financial Management LLC5,065$526K0.4%N/A0.018%
10/31/2024 Concurrent 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%
10/30/2024 Moloney Securities Asset Management LLC82,273$8.55M1.1%+2.5%0.296%
10/30/2024 Capital 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%
10/29/2024 Clear Creek Financial Management LLC13,829$1.44M0.2%+3.2%0.050%
10/29/2024 Realta Investment Advisors540$58K0.0%-42.1%0.002%
10/28/2024 Gladstone Institutional Advisory LLC5,488$570K0.0%-36.2%0.020%
10/28/2024 Stephens Inc. AR9,349$971K0.0%+69.0%0.034%
10/28/2024 Nikulski Financial Inc.14,303$1.49M0.4%-10.9%0.052%
10/25/2024 TNF LLC1,893$206K0.1%N/A0.007%
10/25/2024 Eagle Strategies LLC23,139$2.40M0.4%-4.1%0.083%
10/25/2024 Valmark Advisers Inc.3,721$387K0.0%+31.6%0.013%
10/25/2024 Integrated Advisors Network LLC8,638$897K0.0%N/A0.031%
10/24/2024 Yeomans Consulting Group Inc.5,882$611K0.2%+168.2%0.021%
10/24/2024 J.W. Cole Advisors Inc.15,317$1.59M0.1%+5.7%0.055%
10/24/2024 Carret Asset Management LLC2,360$245K0.0%-4.6%0.009%
10/24/2024 Financial Management Professionals Inc.33,513$3.48M0.4%N/A0.121%
10/24/2024 Frank Rimerman Advisors LLC1,992$207K0.0%N/A0.007%
10/24/2024 Wealth Enhancement Advisory Services LLC10,115$1.05M0.0%+2.5%0.036%
10/24/2024 Arkadios Wealth Advisors5,818$604K0.0%+4.0%0.021%
10/23/2024 Garrison Point Advisors LLC7,381$767K0.5%+6.8%0.027%
10/23/2024 Dakota Wealth Management2,560$266K0.0%-22.9%0.009%
10/23/2024 Bogart Wealth LLC416$43K0.0%+34.2%0.001%
10/23/2024 YHB Investment Advisors Inc.1,950$203K0.0%N/A0.007%
10/22/2024 International Assets Investment Management LLC100,584$10.45M0.0%+10,290.9%0.362%
10/22/2024 Saxony Capital Management LLC1,964$204K0.2%N/A0.007%
10/22/2024 Private Advisor Group LLC37,370$3.88M0.0%+66.9%0.135%
10/21/2024 Whittier Trust Co. of Nevada Inc.2,588$269K0.0%-19.1%0.009%
10/19/2024Essex LLC11,624$1.21M0.2%-4.0%0.042%
10/18/2024Raymond James & Associates100,471$10.44M0.0%+3.5%0.362%
10/18/2024Stratos Investment Management LLC5,269$547K0.0%+67.2%0.019%
10/16/2024 Stillwater Capital Advisors LLC51,157$5.32M0.7%-8.9%0.184%
10/15/2024 Magnus Financial Group LLC188,646$19.60M2.0%+2.6%0.680%
10/15/2024 NBC Securities Inc.1,475$153K0.0%-23.9%0.005%
10/11/2024 Creative Planning14,523$1.51M0.0%-3.6%0.052%
10/11/2024 CX Institutional22,847$2.37M0.1%-6.1%0.082%
10/11/2024 Empirical Asset Management LLC6,547$680K0.1%+8.3%0.024%
10/11/2024 Rise Advisors LLC308$32K0.0%-23.4%0.001%
10/10/2024 Koshinski Asset Management Inc.15,625$1.62M0.1%-1.0%0.056%
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10/10/2024 Darrow Company Inc.2,054$213K0.1%N/A0.007%
10/10/2024 Concourse Financial Group Securities Inc.879$91K0.0%+26.5%0.003%
10/10/2024 Retirement Planning Group LLC2,961$308K0.0%+13.3%0.011%
10/10/2024 HCR Wealth Advisors4,124$429K0.1%+5.0%0.015%
10/10/2024 Valeo Financial Advisors LLC3,714$386K0.0%N/A0.013%
10/9/2024 Watts Gwilliam & Co. LLC6,818$709K0.2%N/A0.025%
10/8/2024 Brookstone Capital Management53,499$5.56M0.1%-4.8%0.193%
10/8/2024 Dynamic Advisor Solutions LLC3,209$333K0.0%-29.7%0.012%
10/8/2024 Kesler Norman & Wride LLC8,736$908K0.2%+109.7%0.031%
10/7/2024 EWG Elevate Inc.10,839$1.13M0.5%-46.4%0.039%
(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, 324 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 PGIM Custom Harvest LLC ($141.80K).

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

Institutional investors have bought a total of 7,388,080 shares in the last 24 months. This purchase volume represents approximately $624.81M in transactions.

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

Of the 183 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 2,921,205 shares in the last 24 months. This volume of shares sold represents approximately $245.31M in transactions.


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This page (NYSEARCA:IYF) was last updated on 11/21/2024 by MarketBeat.com Staff
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