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

iShares U.S. Financials ETF logo
$121.45 +0.47 (+0.39%)
Closing price 08/6/2025 04:10 PM Eastern
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$121.45 0.00 (0.00%)
As of 08/6/2025 07:58 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)
286
Total
Institutional Inflows
(last 12 months)
$964.89M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$411.02M
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IYF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Prospera Financial Services Inc37,566$4.55M0.1%-63.5%0.111%
8/6/2025AE Wealth Management LLC41,871$5.07M0.0%+28.7%0.123%
8/6/2025Garrison Point Advisors LLC6,606$799K0.4%-1.6%0.019%
8/6/2025Quadrant Private Wealth Management LLC11,003$1.33M0.3%N/A0.032%
8/6/2025Savant Capital LLC3,880$469K0.0%-15.0%0.011%
8/6/2025Ethos Financial Group LLC37,487$4.54M0.4%-0.6%0.110%
8/6/2025Atlantic Union Bankshares Corp1,094$132K0.0%N/A0.003%
8/6/2025Stonebridge Financial Planning Group LLC3,790$459K0.2%-12.2%0.011%
8/6/2025Moors & Cabot Inc.1,738$210K0.0%-7.7%0.005%
8/6/2025Simmons 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%
8/4/2025 Assetmark Inc.518$63K0.0%N/A0.002%
8/4/2025 Spire Wealth Management17,405$2.11M0.1%+4.1%0.051%
8/4/2025 Horizon Wealth Management LLC110,892$13.42M2.4%N/A0.327%
8/4/2025 Buck Wealth Strategies LLC8,620$1.04M0.2%+52.8%0.025%
8/4/2025 Arkadios Wealth Advisors8,852$1.07M0.0%+15.2%0.026%
8/4/2025 Wealth Management Associates Inc.6,951$841K0.3%+2.9%0.020%
8/1/2025 Liberty Wealth Management LLC5,920$716K0.1%N/A0.017%
8/1/2025 Y Intercept Hong Kong Ltd2,906$352K0.0%N/A0.009%
8/1/2025 Envestnet Asset Management Inc.127,302$15.40M0.0%+13.9%0.375%
7/31/2025 Moloney Securities Asset Management LLC4,062$491K0.1%-10.7%0.012%
7/31/2025 Trademark Financial Management LLC13,107$1.59M1.0%+283.6%0.039%
7/31/2025 Carnegie Investment Counsel5,064$613K0.0%+86.6%0.015%
7/31/2025 Gallagher Capital Advisors LLC5,933$718K0.6%N/A0.017%
7/30/2025 Rehmann Capital Advisory Group3,274$396K0.0%-2.5%0.010%
7/30/2025 TFB Advisors LLC1,720$208K0.1%N/A0.005%
7/30/2025 Brookstone Capital Management4,139$501K0.0%-28.5%0.012%
7/30/2025 Retirement Planning Group LLC2,909$352K0.0%-45.2%0.009%
7/30/2025 D.A. Davidson & CO.4,783$579K0.0%+3.0%0.014%
7/30/2025 Pacific Sun Financial Corp4,467$540K0.3%-7.8%0.013%
7/29/2025 Stephens Inc. AR9,008$1.09M0.0%-1.6%0.027%
7/29/2025 Balboa Wealth Partners21,678$2.62M0.5%N/A0.064%
7/29/2025 Koshinski Asset Management Inc.16,805$2.03M0.2%-0.7%0.049%
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7/29/2025 Stratos Wealth Partners LTD.27,678$3.35M0.0%+570.7%0.082%
7/29/2025 Private Trust Co. NA705$85K0.0%+106.7%0.002%
7/28/2025 WJ Wealth Management LLC2,280$276K0.1%N/A0.007%
7/28/2025 Nvest Financial LLC16,016$1.94M1.0%N/A0.047%
7/28/2025 Patten & Patten Inc. TN117,472$14.21M0.9%-0.8%0.346%
7/28/2025 Chesapeake Wealth Management9,301$1.13M0.4%-2.3%0.027%
7/28/2025 Mutual Advisors LLC19,435$2.42M0.1%-3.9%0.057%
7/28/2025 Essex LLC13,323$1.61M0.3%+24.3%0.039%
7/28/2025 Triton Wealth Management PLLC3,638$450K0.2%N/A0.011%
7/28/2025 Harbour Investments Inc.9,857$1.19M0.0%+94.3%0.029%
7/28/2025 Sagespring Wealth Partners LLC221,240$26.77M0.2%N/A0.652%
7/25/2025 MGO One Seven LLC3,310$400K0.0%+19.3%0.010%
7/25/2025 Genesee Capital Advisors LLC12,020$1.45M0.7%N/A0.035%
7/25/2025 Prostatis Group LLC38,957$4.71M1.3%+37.0%0.115%
7/25/2025 SPC Financial Inc.152,659$18.47M1.5%N/A0.450%
7/24/2025 Robertson Stephens Wealth Management LLC6,315$764K0.0%-6.6%0.019%
7/24/2025 Cyndeo Wealth Partners LLC6,585$797K0.0%N/A0.019%
7/24/2025 Wealthstar Advisors LLC2,129$258K0.1%-89.4%0.006%
7/24/2025 Blair William & Co. IL13,012$1.57M0.0%+14.1%0.038%
7/24/2025 Game Plan Financial Advisors LLC5,925$717K0.3%N/A0.017%
7/23/2025 Eagle Strategies LLC39,758$4.81M0.7%+65.2%0.117%
7/23/2025 Clear Creek Financial Management LLC1,745$211K0.0%N/A0.005%
7/23/2025 Castle Rock Wealth Management LLC10,808$1.33M0.3%N/A0.032%
7/23/2025 Valmark Advisers Inc.8,056$975K0.0%+17.6%0.024%
7/23/2025 WESPAC Advisors LLC11,837$1.43M1.0%-5.6%0.035%
7/23/2025 Independent Solutions Wealth Management LLC2,226$269K0.1%+10.5%0.007%
7/23/2025 Prasad Wealth Partners LLC68,017$8.23M2.4%N/A0.201%
7/23/2025 Prime Capital Investment Advisors LLC8,279$1.00M0.0%-14.0%0.024%
7/22/2025 Valeo Financial Advisors LLC2,467$298K0.0%-49.0%0.007%
7/22/2025 DAVENPORT & Co LLC17,064$2.07M0.0%-1.7%0.050%
7/21/2025 Ameritas Advisory Services LLC11,608$1.40M0.1%-3.9%0.034%
7/21/2025 DHJJ Financial Advisors Ltd.507$61K0.0%-14.5%0.001%
7/18/2025 USA Financial Formulas29,559$3.58M0.6%N/A0.087%
7/18/2025 Truist Financial Corp28,380$3.43M0.0%-3.1%0.084%
7/17/2025 Lee Johnson Capital Management LLC14,279$1.73M0.6%N/A0.043%
7/17/2025 XML Financial LLC111,424$13.48M1.2%-0.3%0.333%
7/17/2025 Capital Investment Advisors LLC3,535$428K0.0%-3.8%0.011%
7/17/2025 Janney Montgomery Scott LLC52,633$6.37M0.0%-4.0%0.157%
7/17/2025 Tritonpoint Wealth LLC4,170$505K0.0%-17.4%0.012%
7/17/2025 Avior Wealth Management LLC16,776$2.03M0.1%+3.4%0.050%
7/16/2025 MinichMacGregor Wealth Management LLC115,018$13.92M3.0%-38.4%0.343%
7/16/2025 Stillwater Capital Advisors LLC60,376$7.31M0.9%-0.5%0.180%
7/16/2025 Cadent Capital Advisors LLC19,438$2.35M0.8%N/A0.058%
7/16/2025 Magnus Financial Group LLC197,514$23.90M2.1%+1.0%0.590%
7/16/2025 Kennicott Capital Management LLC16,428$1.99M1.1%N/A0.049%
7/15/2025 EWG Elevate Inc.16,066$1.94M0.6%-40.6%0.048%
7/15/2025 Tepp RIA LLC7,335$887K1.1%-76.6%0.022%
7/14/2025 U.S. Capital Wealth Advisors LLC7,919$958K0.0%-3.5%0.024%
7/14/2025 Whitener Capital Management Inc.5,513$667K0.2%+11.5%0.017%
7/14/2025 Park Avenue Securities LLC27,949$3.38M0.0%N/A0.084%
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7/14/2025 Cathy Pareto & Associates Inc.3,586$434K0.4%-12.5%0.011%
7/14/2025 Sowell Financial Services LLC2,274$275K0.0%-8.7%0.007%
7/11/2025 Farther Finance Advisors LLC1,034$125K0.0%-52.7%0.003%
7/11/2025 Silver Oak Securities Incorporated4,390$531K0.0%+39.9%0.013%
7/11/2025 CX Institutional21,915$2.65M0.1%-53.5%0.065%
7/11/2025 SeaCrest Wealth Management LLC2,309$279K0.0%-3.7%0.007%
7/11/2025 Mandatum Life Insurance Co Ltd3,113$377K0.1%-3.2%0.009%
7/10/2025 Charter Oak Capital Management LLC3,361$407K0.0%-10.3%0.010%
7/10/2025 HF Advisory Group LLC6,770$819K0.3%+3.6%0.020%
7/10/2025 Bigelow Investment Advisors LLC5,737$694K0.3%-4.9%0.017%
(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, 437 institutional investors and hedge funds held shares of iShares U.S. Financials ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($210.49M), Bank of America Corp DE ($187.85M), The Manufacturers Life Insurance Company ($169.08M), Schroder Investment Management Group ($123.65M), Goldman Sachs Group Inc. ($104.91M), LPL Financial LLC ($83.84M), and Northwestern Mutual Wealth Management Co. ($77.74M).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 357 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 ($856.25K), SG Americas Securities LLC ($844.23K), Bank of Montreal Can ($599.38K), Hsbc Holdings PLC ($382.26K), Raymond James Financial Inc. ($363.95K), 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 8,811,757 shares in the last 24 months. This purchase volume represents approximately $964.89M in transactions.

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

Of the 159 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 ($1.21M), The Manufacturers Life Insurance Company ($667.21K), Bank of Montreal Can ($628.00K), WASHINGTON TRUST Co ($159.14K), Fisher Asset Management LLC ($151.48K), GDS Wealth Management ($143.65K), 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 3,757,591 shares in the last 24 months. This volume of shares sold represents approximately $411.02M in transactions.



This page (NYSEARCA:IYF) was last updated on 8/7/2025 by MarketBeat.com Staff
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