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

iShares U.S. Financials ETF logo
$114.98 +0.64 (+0.56%)
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$114.96 -0.02 (-0.02%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Financials ETF (NYSEARCA:IYF)

Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$665.53M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$212.53M
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IYF Institutional Buying and Selling by Quarter

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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
3/24/2025Fulcrum Equity Management11,341$1.25M1.2%N/A0.035%
3/21/2025Prostatis Group LLC71,483$7.91M2.3%N/A0.221%
3/17/2025 Wealth Enhancement Advisory Services LLC18,944$2.10M0.0%+87.3%0.058%
3/12/2025 Centaurus Financial Inc.911$101K0.0%N/A0.003%
3/11/2025 Lighthouse Financial LLC3,900$431K0.4%N/A0.012%
2/25/2025 Integrated Advisors Network LLC12,260$1.36M0.1%+41.9%0.044%
2/24/2025 Ameriflex Group Inc.677$80K0.0%N/A0.002%
2/18/2025 Western Wealth Management LLC3,323$367K0.1%N/A0.012%
2/18/2025 GTS Securities LLC3,910$432K0.0%-91.7%0.014%
2/18/2025 Retirement Planning Group LLC3,203$354K0.0%+8.2%0.012%
2/18/2025 Pinkerton Retirement Specialists LLC104,857$11.60M1.7%+14.7%0.378%
2/18/2025 Harmony Asset Management LLC13,991$1.55M0.6%-28.9%0.050%
2/18/2025 First Heartland Consultants Inc.31,204$3.45M0.3%+8.9%0.112%
2/17/2025 Visionary Wealth Advisors5,031$556K0.0%-16.3%0.018%
2/17/2025 Vivaldi Capital Management LP1,902$224K0.0%N/A0.007%
2/17/2025 Strategic Wealth Partners Ltd.3,024$358K0.0%N/A0.011%
2/17/2025 Snowden Capital Advisors LLC4,437$491K0.0%-66.2%0.016%
2/17/2025 Royal Bank of Canada218,511$24.16M0.0%+2.4%0.787%
2/17/2025 Redwood Financial Network Corp3,701$409K0.3%N/A0.013%
2/17/2025 Quantinno Capital Management LP8,049$890K0.0%+10.9%0.029%
2/17/2025 Minot DeBlois Advisors LLC534$59K0.1%N/A0.002%
2/17/2025 Millennium Management LLC16,659$1.84M0.0%+0.7%0.060%
2/17/2025 Mmbg Investment Advisors CO.15,701$1.74M0.2%-6.9%0.057%
2/17/2025 KKM Financial LLC35,222$4.02M1.7%+60.3%0.127%
2/17/2025 Focus Partners Wealth1,928$213K0.0%N/A0.007%
2/17/2025 FWL Investment Management LLC1,433$158K0.1%N/A0.005%
2/17/2025 D. E. Shaw & Co. Inc.29,628$3.28M0.0%+136.4%0.107%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main67,404$7.45M0.0%+3,521.9%0.243%
2/17/2025 CoreCap Advisors LLC38,403$4.25M0.2%+17.0%0.138%
2/17/2025 Cresset Asset Management LLC2,176$241K0.0%-15.6%0.008%
2/17/2025 Cetera Investment Advisers167,944$18.57M0.0%+27.8%0.605%
2/17/2025 Captrust Financial Advisors9,611$1.06M0.0%+8.7%0.035%
2/17/2025 Bank of America Corp DE1,698,803$187.85M0.0%+1.9%6.122%
2/17/2025 Ameriprise Financial Inc.156,988$17.36M0.0%+78.9%0.566%
2/17/2025 Aptus Capital Advisors LLC600$66K0.0%N/A0.002%
2/17/2025 Accredited Wealth Management LLC265$29K0.0%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV11,264$1.25M0.0%-28.6%0.041%
2/14/2025 Eagle Strategies LLC23,616$2.61M0.5%+2.1%0.085%
2/14/2025 Rehmann Capital Advisory Group3,313$366K0.0%+23.0%0.012%
2/14/2025 Comerica Bank9,852$1.09M0.0%+1.0%0.036%
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2/14/2025 The Manufacturers Life Insurance Company 102,141$11.30M0.0%-86.7%0.368%
2/14/2025 Beacon Pointe Advisors LLC6,446$713K0.0%+32.4%0.023%
2/14/2025 Second Half Financial Partners LLC67,722$7.49M3.7%+91.1%0.244%
2/14/2025 Gerber Kawasaki Wealth & Investment Management28,722$3.18M0.1%+2.4%0.104%
2/14/2025 Three Seasons Wealth LLC54,753$6.06M3.0%N/A0.197%
2/14/2025 Two Sigma Securities LLC2,928$324K0.0%-62.2%0.011%
2/14/2025 Syon Capital LLC22,466$2.48M0.2%N/A0.081%
2/14/2025 MGO One Seven LLC3,677$407K0.0%+38.2%0.013%
2/14/2025 Hsbc Holdings PLC1,023,916$113.23M0.1%+56.0%3.690%
2/14/2025 Stifel Financial Corp97,072$10.74M0.0%+3.8%0.350%
2/14/2025 OneDigital Investment Advisors LLC91,487$10.12M0.1%-11.3%0.330%
2/14/2025 Tower Research Capital LLC TRC 465$51K0.0%-97.4%0.002%
2/14/2025 MML Investors Services LLC18,306$2.02M0.0%+15.1%0.066%
2/14/2025 First Trust Advisors LP1,912$211K0.0%N/A0.007%
2/14/2025 Concourse Financial Group Securities Inc.1,166$136K0.0%+32.7%0.004%
2/13/2025 NewEdge Advisors LLC38,985$4.31M0.0%+41.9%0.140%
2/13/2025 United Capital Financial Advisors LLC82,621$9.14M0.1%-0.7%0.298%
2/13/2025 Keeley Teton Advisors LLC6,460$714K0.1%-2.4%0.023%
2/13/2025 CreativeOne Wealth LLC5,862$648K0.0%+11.4%0.021%
2/13/2025 Mariner LLC40,925$4.53M0.0%+113.9%0.147%
2/13/2025 SageView Advisory Group LLC1,821$201K0.0%N/A0.007%
2/13/2025 Synovus Financial Corp35,977$3.98M0.1%-1.6%0.130%
2/13/2025 Townsquare Capital LLC84,761$9.37M0.1%+0.7%0.305%
2/13/2025 Rockefeller Capital Management L.P.26,632$2.95M0.0%-2.1%0.096%
2/13/2025 Scotia Capital Inc.161,422$17.85M0.1%+1.0%0.582%
2/13/2025 Raymond James Financial Inc.176,119$19.48M0.0%N/A0.635%
2/13/2025 Advisory Services Network LLC18,106$2.00M0.0%-3.7%0.065%
2/13/2025 Renaissance Technologies LLC14,300$1.58M0.0%+76.5%0.052%
2/13/2025 Rollins Financial Advisors LLC3,937$435K0.1%-8.2%0.014%
2/13/2025 Bank of Montreal Can652,991$72.21M0.0%+51.3%2.353%
2/13/2025 Trek Financial LLC47,371$5.24M0.4%N/A0.171%
2/13/2025 Garrison Point Advisors LLC7,231$800K0.4%-2.0%0.026%
2/13/2025 Peapack Gladstone Financial Corp14,095$1.56M0.0%-24.1%0.051%
2/13/2025 Envestnet Asset Management Inc.91,813$10.15M0.0%-1.3%0.331%
2/13/2025 Wells Fargo & Company MN495,995$54.85M0.0%+56.7%1.787%
2/12/2025 Huntington National Bank14,110$1.56M0.0%+8.0%0.051%
2/12/2025 Kesler Norman & Wride LLC10,129$1.12M0.2%+15.9%0.037%
2/12/2025 O Shaughnessy Asset Management LLC416$46K0.0%+141.9%0.001%
2/12/2025 IPG Investment Advisors LLC2,676$296K0.1%+28.1%0.010%
2/12/2025 Schroder Investment Management Group1,118,327$123.65M0.1%+326.7%4.030%
2/12/2025 Biondo Investment Advisors LLC5,555$614K0.1%+12.8%0.020%
2/12/2025 Blair William & Co. IL10,650$1.18M0.0%+40.9%0.038%
2/12/2025 JPMorgan Chase & Co.91,448$10.11M0.0%+101.6%0.330%
2/11/2025 Modern Wealth Management LLC3,081$362K0.0%+10.7%0.011%
2/11/2025 Napatree Capital LLC4,340$480K0.3%+27.6%0.016%
2/11/2025 LPL Financial LLC678,478$75.03M0.0%+33.8%2.445%
2/11/2025 Somerset Group LLC22,848$2.53M2.3%-0.6%0.082%
2/11/2025 Millstone Evans Group LLC2,706$299K0.2%N/A0.010%
2/11/2025 One Charles Private Wealth Services LLC9,792$1.08M0.4%+2.5%0.035%
2/11/2025 Lee Danner & Bass Inc.355$39K0.0%N/A0.001%
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2/11/2025 Whittier Trust Co. of Nevada Inc.2,378$263K0.0%-8.1%0.009%
2/10/2025 Thrivent Financial for Lutherans110,340$12.20M0.0%-0.4%0.398%
2/10/2025 Glenview Trust co7,924$876K0.0%+34.4%0.029%
2/10/2025 Patten & Patten Inc. TN119,610$13.23M0.9%-3.2%0.431%
2/10/2025 Harbour Investments Inc.2,877$318K0.0%+122.3%0.010%
2/10/2025 Corient Private Wealth LLC17,969$1.99M0.0%-11.4%0.065%
2/10/2025 Tidemark LLC1,440$159K0.1%N/A0.005%
2/10/2025 Picton Mahoney Asset Management900$100K0.0%N/A0.003%
2/10/2025 Carret Asset Management LLC2,270$251K0.0%-3.8%0.008%
2/10/2025 May Barnhard Investments LLC6,220$688K0.3%N/A0.022%
(Data available from 1/1/2016 forward)

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IYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYF shares?

During the previous two years, 382 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), Schroder Investment Management Group ($123.65M), Hsbc Holdings PLC ($113.23M), LPL Financial LLC ($75.03M), Bank of Montreal Can ($72.21M), and Northwestern Mutual Wealth Management Co. ($63.50M).Learn more on IYF's institutional investors.

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

Of the 308 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), Schroder Investment Management Group ($856.25K), SG Americas Securities LLC ($844.23K), Bank of Montreal Can ($648.53K), Hsbc Holdings PLC ($382.26K), Raymond James Financial Inc. ($352.24K), and LPL Financial LLC ($272.19K).

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

Institutional investors have bought a total of 10,103,065 shares in the last 24 months. This purchase volume represents approximately $951.00M in transactions.

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

Of the 197 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), The Manufacturers Life Insurance Company ($667.21K), Fisher Asset Management LLC ($235.44K), Prostatis Group LLC ($179.53K), Stillwater Capital Advisors LLC ($155.02K), Raymond James Financial Services Advisors Inc. ($140.77K), and AE Wealth Management LLC ($62.69K).

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

Institutional investors have sold a total of 3,404,378 shares in the last 24 months. This volume of shares sold represents approximately $314.51M in transactions.


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This page (NYSEARCA:IYF) was last updated on 3/25/2025 by MarketBeat.com Staff
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